Create an Asana task from a new Salesforce task

Create contacts/prospects in Salesforce and Salesloft from HubSpot CRM and send Slack notifications

Ensure that your Marketing CRM contacts are synced with your Sales CRM and Sales engagement platform. Take it further by notifying your sales team on your IM tool as soon as there are new prospects so they can reach out to them and initiate the sales process.

Create Pipefy cards from new SalesForce leads

Every time a new lead is created in SalesForce, Make will automatically create a new card in Pipefy.

Automatically assign Facebook Leads by location via Salesforce

Automate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each lead's location and instantly dispatches an email, ensuring a timely and personalized follow-up. Perfect for setups with a dedicated sales rep per region, this template simplifies lead distribution, accelerates response times, and aims to increase conversion rates.

AI-powered client onboarding with Jotform, Asana, Slack, and HubSpot

Streamline client onboarding and project setup from hours to minutes with AI-driven automation. This intelligent workflow eliminates manual coordination, builds proposals, creates projects in Asana, welcomes clients on Slack, and logs everything — ensuring 90% faster onboarding and zero dropped steps. What This Workflow Does Transforms your client onboarding from scattered tools and emails into one seamless automation: 📝 Capture Client Details – Jotform intake form collects client, company, and

Add new subscribers from Mailchimp to Salesforce as contacts

Whenever new subscribers are added to a Mailchimp list, Make will automatically retrieve the subscribers and add them as contacts in Salesforce.

Find and add lookalike influencers to HubSpot with influencers.club and GPT-4o-mini

How it works: Find lookalikes to other creators and add to your CRM for influencer outreach and partnerships. Step by step workflow to discover similar creators to your best performers with multi social (Instagram, Tiktok, Youtube, Twitter, Onlyfans, Twitch and more) profiles, analytics and metrics using the influencers.club API, and add the contact records and data in Hubspot Set up: Hubspot (can be swapped for any CRM like Salesforce or Google Sheet) Influencers.club API key

Create Fleep messages for new SignalWire messages

Every time a message appears in your SignalWire, Make will forward it to your Fleep.

Send a new Slack message from a new document in Outline

This template periodically checks for new documents in Outline and uses the retrieved information to send a new message on Slack. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.