Sales & CRM Automations

Guides for automating lead capture, CRM updates, follow-up reminders, quote follow-ups, pipeline alerts, and sales admin work.

Guides coming soon

We're publishing in-depth guides for this category. In the meantime, browse ready-made templates or generate your own workflow recipe.

Simple guides that explain how workflow automation works, what to automate first, and how to avoid overcomplicating your setup.

Step-by-step Make.com guides for scenarios, routers, filters, notifications, approvals, and multi-step workflows.

Beginner-friendly Zapier guides for creating Zaps, triggers, actions, filters, paths, and simple business automations.

Practical n8n workflow guides for flexible automation, AI workflows, data logic, branches, and advanced workflow planning.

Guides for using AI inside workflows to summarize messages, classify leads, draft replies, extract data, and automate decisions.

Automation guides for online stores, including order alerts, refund tracking, abandoned cart follow-ups, customer support, and inventory updates.