Verify and update a phone number of a Salesforce contact using Veriphone

Send a Slack message from a new Salesforce event

Use this template to send a Slack message to a channel or a user when a new Salesforce event is created.

LeadBot autopilot — chat-to-lead for Salesforce

LeadBot Autopilot — Chat-to-Lead for Salesforce Description — How It Works 1. Greets & Guides: Welcomes the visitor and collects info step-by-step — Full Name → Email → Mobile → Product Interest. 2. Validates Inputs: Checks email/phone formats; politely re-asks if invalid. 3. De-dupe in Salesforce: Looks up by email; updates an existing lead if found. 4. Create/Update Lead: Writes to Salesforce, including ProductInterestc. 5. Notify Instantly: Sends a Slack alert to

Add new SalesForce accounts to QuickBooks as customers

Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.

Send a Slack message from a new Salesforce account (company)

Use this template to send a Slack message to a channel or a user when a new Salesforce account (a company in Salesforce) is created.

Add contacts from Salesforce to Smaily

Whenever you add or update contacts in Salesforce, Make will automatically retrieve the contacts and add/update them in Smaily.

Qualify WhatsApp insurance leads with OpenAI, HubSpot, and Slack

Quick overview This workflow handles inbound WhatsApp insurance inquiries, uses OpenAI to converse with leads and remember context per phone number, then extracts a qualification decision, score, and summary, upserts qualified leads to HubSpot, and alerts a Slack channel when a lead requests a human. How it works 1. Triggers whenever a new WhatsApp message is received via WhatsApp Business Cloud. 2. Uses OpenAI to reply in the lead’s language, collect consent and key qualifying details, and main

Create or Update contacts from Zoho CRM in KlickTipp

This workflow ensures full, two-way alignment between Zoho CRM and KlickTipp, keeping contact data, subscription status, and segmentation perfectly synchronized. Whenever a contact is created or updated in Zoho CRM, the workflow evaluates their subscription status, creates or updates the corresponding KlickTipp subscriber, and writes the KlickTipp Contact ID back to Zoho to maintain a reliable cross-platform link. All contact fields — such as name, phone numbers, addresses, date of birth, and em

Create Fillable PDF Forms with PDF.co

Turn standard PDFs into interactive, fillable forms with our PDF Add API—add text, images, input fields, and more to meet your data collection needs. About PDF.co: PDF.co specializes in PDF processing solutions. This template was created by PDF.co and has not been tested by Make. For support, contact support@pdf.co.