Top 1345 Sales automation workflows

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Customer Onboarding Automation with HubSpot, Email Sequences and Team Alerts

Created by: David Olusola || dae221
David Olusola

10 months agoFree

Learn Customer Onboarding Automation with n8n ✅ How It Works This smart onboarding automation handles new customer signups by: Receiving signup data via webhook Validating required customer info Creating a contact in HubSpot CRM Sending a personalized welcome email Delivering onboarding documents after 2 hours Sending a personal...

Automate Stale Deal Follow-Ups in Salesforce with GPT-5.1, Email, Slack & Tasks

Created by: Le Nguyen || leeseifer
Le Nguyen

5 months agoFree

How it works Runs every morning at 8:00 using the Schedule Trigger. Sets a stale_days value and queries Salesforce for Opportunities where Stage_Unchanged_Days__c equals that value and the stage is not Closed Won / Closed Lost. For each “stale” Opportunity, loads full deal details and sends them to an OpenAI model. The model ...
  • +3

Salesforce Lead Capture with GPT-4 Personalized Email & SMS Follow-Up

Created by: Le Nguyen || leeseifer
Le Nguyen

9 months agoFree

How It Works This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via email or SMS. Capture Submission**: User submits form data (name, email, phone, description, preference) via n8n's hosted ...
  • +1

Automated Tour Payment Reminders via WhatsApp & Email with Payment Links

Created by: Oneclick AI Squad || oneclick-ai
Oneclick AI Squad

6 months agoFree

This workflow automatically notifies travelers about their pending trip payments and provides secure payment links through Email and WhatsApp. It runs twice daily (at 7 AM and 7 PM) to ensure timely reminders before the due date. Designed for travel agencies, it simplifies payment tracking, reduces manual follow-up, and ensures eve...
  • +1

Smart Email Auto-Responder Template using AI

Created by: Amjid Ali || amjid
Amjid Ali

a year agoFree

Smart Email Auto-Responder with AI Classification Automatically Categorize and Reply to Emails using LangChain + Google Gemini + Gmail + SMTP + Brevo This n8n workflow is designed to intelligently manage incoming emails and automatically send personalized responses based on the content. It classifies emails using LangChain's Te...
  • +2

Create Personalized Email Outreach with AI, Telegram Bot & Website Scraping

Created by: Michael A Putra || michael-ap
Michael A Putra

6 months agoFree

Demo Personalized Email This n8n workflow is built for AI and automation agencies to promote their workflows through an interactive demo that prospects can try themselves. The featured system is a deep personalized email demo. 🔄 How It Works Prospect Interaction A prospect starts the demo via Telegram. The Telegram bo...
  • +7

Automated Client Onboarding System with Notion, Email & CRM Integration

Created by: Shelly-Ann Davy || SheCodesFlow
Shelly-Ann Davy

8 months ago$59

Graceful Client Onboarding Concierge — Pro A warm, reliable onboarding system for small businesses and studios. Captures a form submission via webhook, creates a Client record in Notion, sends a concierge-style welcome email (with scheduler + optional contract link), optionally pings the owner on Telegram, mirrors the lead to Air...
  • +3

Social Media Analysis and Automated Email Generation

Created by: PollupAI || Pollup
PollupAI

a year ago$25

Social Media Analysis and Automated Email Generation > by Thomas Vie [email protected] Who is this for? This template is ideal for marketers, lead generation specialists, and business professionals seeking to analyze social media profiles of potential leads and automate personalized email outreach efficiently. What problem is...
  • +4

HubSpot Contact Email Validation with Hunter.io

Created by: Akhil Varma Gadiraju || akhilv7
Akhil Varma Gadiraju

a year agoFree

Workflow: HubSpot Contact Email Validation with Hunter.io Overall Goal This workflow retrieves contacts from HubSpot that have an email address but haven't yet had their email validated by Hunter. It then iterates through each of these contacts, uses Hunter.io to verify their email, updates the contact record in HubSpot with the ...
  • +1

🔐 Double Opt-In Email Verification System with Google Sheets

Created by: Un tal Camilo Medina || untalcamilomedina
Un tal Camilo Medina

a year ago$10

This template implements a professional Double Opt-In email verification system using Google Sheets as a database. The workflow collects user emails, generates unique verification codes, stores them securely, and validates user access before proceeding with your main form. How it Works User submits their email through an initial ...

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