Automate easier with templates.
Browse workflow templates for the processes you run every day. Apply one and make it yours.
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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.
Update company properties based on defined criteria
Automatically mark your best fit prospects for special prioritization
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.
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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.
Pre-Call Research Brief Generator
Automatically generates an AI-powered research brief for sales reps before deal appointments.
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.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
Send re-engagement email to cold leads
Send an email to leads who have lost interest or customers who have not visited your website in awhile.
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Automate Renewals Preparation
Automatically schedule renewal tasks ahead of target close dates.
Create renewal deals automatically
Streamline your Customer Success handoff by generating a renewal deal and follow-up tasks whenever a deal is closed won.
Alert your team when a ticket is marked high priority
Create an urgent task for the ticket owner when a ticket is escalated to high priority
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.