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Procure modelos de fluxo de trabalho para os processos que você executa todos os dias. Aplique um e personalize-o.
Getting attention today
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Assign tickets to an owner
Make sure your customers are being taken care of by automatically assigning new tickets to users or teams. Assignment will be delayed to account for any other automatic assignment.
Pre-Call Research Brief Generator
Automatically generates an AI-powered research brief for sales reps before deal appointments.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Send welcome email to new customers
Start off with a great impression. Send a personalized welcome email to new contacts.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
New arrivals
Send a Slack notification when a deal is won
Let your team know in Slack the moment a deal is marked Closed Won, so wins get celebrated in real time.
Notify your team when a deal is closed
Share the win — automatically notify your deal owner the moment a deal is marked Closed Won.
Auto-Enrich Target Account Companies
Automatically enriches newly marked target account companies with business data and creates a review task for your sales team.
CSM Handoff AI Customer Health Assessment
Automatically generate a comprehensive health assessment and handoff brief when a new customer success manager is assigned to an account.
Pre-Call Research Brief Generator
Automatically generates an AI-powered research brief for sales reps before deal appointments.
Reassign Conversation based on languages for Customer Agent Handoff
Automatically reassign conversations based on languages in Inbox to a human
Create a quote when a deal is created
When a deal is created, automatically create a quote using a specified template
Most popular
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
Send welcome email to new customers
Start off with a great impression. Send a personalized welcome email to new contacts.