Add new HubSpot CRM customers to SALESmanago

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

Create Plutio task for new HubSpot Deals

Every time a new deal is added to HubSpot CRM, Make will automatically create a task in Plutio.

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.

Make outbound sales calls from Google Sheets using a Retell AI voice agent

This n8n workflow automates outbound phone calls to new leads using Retell AI, with built-in timezone detection to ensure you're only calling during business hours. Use cases include appointment setting, lead qualification, follow-up surveys, payment reminders, and sales outreach—anywhere you need to scale phone conversations without scaling headcount. Good to know - You'll need a Retell AI phone number and configured voice agent before using this workflow. - Retell AI offers $10 free credit whe

Route Chatwoot customer chats to AI and live agents with Groq and Gemini

Quick overview This workflow automates customer chat with Chatwoot & n8n AI agent that handles incoming chats, qualifies leads, answers FAQs from Pinecone knowledge base, and escalates to a live human agent when one is online. Works with any Chatwoot inbox: web widget, WhatsApp, Telegram, and more. How it works 1. Receives a POST webhook from Chatwoot when a message is created in a conversation. 2. Extracts message and sender fields into a clean structure, then ignores outgoing messages t

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 Trello cards from new Help Scout conversations

Every time a new conversation is created in Help Scout, Make will automatically add a new card to your Trello board.

Generate responses using 3 ChatGPT prompts for new rows in Google Sheets

This template generates responses for new Google Sheets rows using 3 ChatGPT prompts. Enhance data processing by adding AI-generated insights directly into your spreadsheet.