CRM & Sales Automation Templates
Curated Make.com workflows for sales teams. Lead capture, scoring, enrichment, and follow-up automations for Pipedrive, HubSpot, Salesforce, and Close.
⚡ What you can automate
- Lead capture and routing — webhook to CRM with auto-assignment
- AI lead scoring — score prospects against your ICP using GPT-4 or Claude
- Lead enrichment — auto-pull company data from Clearbit, Apollo, LinkedIn
- Follow-up sequences — multi-step cadences triggered on deal stage changes
- CRM-to-Slack alerts — real-time notifications for pipeline changes
Gmail to Slack alerts
Forward starred Gmail emails to a dedicated Slack channel — perfect for sales lead alerts.
AI lead qualifier
Score Airtable leads with GPT-4 against your ICP and route them to your sales team in real time.
Typeform → Pipedrive deal
Convert Typeform demo bookings into Pipedrive deals with auto-enrichment and stage assignment.
HubSpot deal stage to Slack
Get instant Slack notifications when HubSpot deals move to "Closed Won" or "Negotiation."
Lead enrichment with Clearbit
Auto-enrich every new CRM lead with company data, then score with AI based on ICP fit.