Top 318 CRM automation workflows

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Generate AI inventory reorder recommendations from Airtable with GPT-4o, Slack and email

📘 Description This workflow automates end-to-end AI-driven inventory intelligence, transforming Airtable stock data into optimized reorder recommendations, dai...

Rahul Joshi

⋅2 months ago⋅Free

Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack

Who this workflow is for Consulting firms in strategy, management, or IT who want to automate client onboarding and internal task assignment. What this workflo...

Hyrum Hurst

⋅12 days ago⋅$0

Customer Onboarding Automation with HubSpot, Email Sequences and Team Alerts

Learn Customer Onboarding Automation with n8n ✅ How It Works This smart onboarding automation handles new customer signups by: Receiving signup data via webh...

David Olusola

⋅7 months ago⋅Free

AI Proposal Generator

Overview Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus...

Abdul Mir

⋅6 months ago⋅Free

Service Scheduling & Route Planner for Deliveries with Notion, Telegram and Maps

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. **🌸 Graceful Deliveries — Service Scheduling & Route Plan...

Shelly-Ann Davy

⋅5 months ago⋅$57

Automatically Sync Beex Leads to HubSpot (Create & Update)

Summary Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. How It Works Trigger Activation: The workflow...

Beex

⋅2 months ago⋅Free

Automated Zoho Inventory to Supabase Product Data Pipeline

Description This powerful n8n automation template enables seamless synchronization between Zoho Inventory and Supabase—keeping your product database up to date...

Rahul Joshi

⋅7 months ago⋅Free

Predict Customer Churn with AI Analysis of HubSpot and Google Sheets Data

Who it’s for Built for Customer Success and Account Management teams focused on proactive retention. This workflow helps you automatically identify at-risk cust...

PollupAI

⋅3 months ago⋅Free

Automate Client Communications & Management with Notion, Gmail, and GPT-4o

I used to lose clients because I forgot follow-ups… now my workflow does it all. Say goodbye to manual check-ins, missed opportunities, and scattered client da...

Shelly-Ann Davy

⋅5 months ago⋅$47

Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp

This workflow automates the process of handling conversation transcriptions and distributing key information across your organization. Here's what it does: Tri...