Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Google Sheets
Capsule
When a row is updated in Google Sheets, delete the task in Capsule CRM.
When a row is updated in Google Sheets, this flow deletes a task in Capsule CRM. It helps reduce workload and prevent forgetting to delete tasks, which is useful when removing tasks that have become unnecessary due to project cancellation, strategy changes, or the discovery of registration errors.
Google Sheets
Zendesk Sell
When a row is updated in Google Sheets, delete the contact in Zendesk Sell.
This flow deletes a contact in Zendesk Sell when a row is updated in Google Sheets. By using this flow, you can automate the process of updating information, thereby improving work efficiency. The person in charge can allocate the saved time to other tasks, contributing to increased productivity.
Google Sheets
Keap
When a row is updated in Google Sheets, delete the contact in Keap.
When a row is updated in Google Sheets, this flow deletes the contact in Keap. By using this flow, the process of updating information is automated, improving operational efficiency. It contributes to increased productivity by reducing the time spent by the person in charge.
Google Sheets
Close CRM
When a row is updated in Google Sheets, delete the Close lead.
When a row is updated in Google Sheets, this flow deletes the lead marked as "Close." By sharing the Google Sheet with team members and updating the rows of leads to be deleted, it is possible to prevent the deletion of valid leads.
Google Sheets
Salesforce
When a row is added to Google Sheets, add it to Salesforce as well.
This is a business workflow that automatically reflects any added rows in Google Sheets to Salesforce. It prevents duplicate data entry and input errors, thereby improving operational efficiency.
Google Sheets
PHONE APPLI PEOPLE
When a row is added in Google Sheets, create a personal phonebook folder in PHONE APPLI PEOPLE.
When a row is added in Google Sheets, this flow creates a personal phonebook folder in PHONE APPLI PEOPLE. By using this flow, the task of transferring information is automated, leading to improved operational efficiency. It helps to shorten working hours, thereby contributing to increased productivity.
Google Sheets
Zendesk Sell
When a row is added in Google Sheets, create a note in Zendesk Sell.
This is a flow that creates a note in Zendesk Sell when a row is added in Google Sheets. By using this flow, you can automate the task of transferring information, thereby improving work efficiency. The person in charge can allocate the saved time to other tasks, contributing to increased productivity.
Keap
Google Sheets
When a row is added in Google Sheets, create a note in Keap.
This is a flow that creates a note in Keap when a row is added in Google Sheets. By using this flow, the task of creating notes is automated, improving work efficiency. It contributes to increased productivity by reducing the time required for the person in charge.
Zendesk Sell
Google Sheets
When a row is added in Google Sheets, create a contact in Zendesk Sell.
This is a flow for creating a contact in Zendesk Sell when a row is added in Google Sheets. By using this flow, you can automate the task of transferring information, thereby improving work efficiency. The person in charge can allocate the saved time to other tasks, contributing to increased productivity.
Keap
Google Sheets
When a row is added in Google Sheets, create a contact in Keap.
When a row is added in Google Sheets, this flow creates a contact in Keap. By using this flow, the task of creating contacts is automated, improving operational efficiency. It contributes to increased productivity by reducing the time required for staff to perform this task.
Intercom
Jotform
When a response is submitted in Jotform, add a note to the contact in Intercom.
The workflow automatically adds a note to a contact in Intercom when a form response collected with Jotform is submitted. This centralizes customer management and enables prompt responses.
Salesforce
WordPress.org
When a record is registered in Salesforce, create a post in WordPress.
When a record is registered in Salesforce, this is a business workflow that automatically creates a WordPress post using Yoom. This eliminates the need for manual input and allows the latest sales data to be reflected on the website quickly and consistently.
Salesforce
Microsoft Teams
When a record is created in the Salesforce lead object, notify Microsoft Teams.
This is a business workflow that notifies Microsoft Teams when a new lead is registered in Salesforce. It facilitates quick information sharing and supports prompt sales responses.
Salesforce
Microsoft Teams
When a record is created in the Salesforce Contact object, notify Microsoft Teams.
When a new contact is registered in Salesforce, this business workflow immediately notifies Microsoft Teams. This allows the entire team to share information quickly and respond promptly.
Wix
When a quote is submitted on Wix, update the Google Spreadsheet.
When a quote is sent via Wix, this business workflow automatically updates a Google Spreadsheet. It reduces the hassle and errors of manual input, allowing for more efficient data management.
Wix
When a quote is sent in Wix, update the lead status in Salesforce.
When a quote is sent via Wix, the lead status in Salesforce is automatically updated. This business workflow reduces manual input, improves data consistency, and enhances sales efficiency.
Wix
When a quote is accepted in Wix, update the file name in Google Drive.
When a quote is accepted in Wix, this business workflow automatically updates the file name in Google Drive. This eliminates the need for manual management, enabling efficient and accurate data organization.
Wix
When a quote is accepted in Wix, update the file name in Box.
When a quote is accepted in Wix, the names of the related files in Box are automatically updated as part of the business workflow. This reduces manual work and improves operational efficiency.
Re:lation
Microsoft Teams
When a new ticket is created in Re:lation, notify Microsoft Teams.
When a new ticket is created in Re:lation, this flow sends a notification to Microsoft Teams. By using this flow, you can automatically notify the chat with new ticket information. This helps in quickly grasping information, improving response speed to inquiries, and preventing missed responses.
Salesforce
Twitter
When a new record is added to the custom object, post to X (Twitter)
This is a business workflow that automatically posts to X (Twitter) when a new record is added to a custom object in Salesforce. It notifies followers of new data in real-time, facilitating smooth information sharing while reducing manual workload.
Shopify
Salesforce
When a new order is placed on Shopify, create an opportunity in Salesforce.
This is a business workflow that automatically creates an opportunity in Salesforce when a new order is placed in Shopify. It eliminates the need for manual input and streamlines order management.
Salesforce
Slack
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
Salesforce
Gmail
When a new lead is created in Salesforce, automatically send an email to the lead via Gmail.
This is a business workflow that automatically sends Gmail when a new lead is created in Salesforce. It reduces manual tasks and streamlines follow-ups.
HubSpot
Slack
When a new deal is created in HubSpot, send a message in Slack.
When a new deal is created in HubSpot, a message is automatically sent to a specified Slack channel. The content of the message and the target Slack channel can be freely customized.