Streamline your entire sales process with ready-to-use templates. From lead capture and qualification to CRM updates and follow-up sequences, these templates help sales teams close more deals with less manual work.
Templates
Use Cases
To Import
Most-used templates in this category
Lead routing to Salesforce
Ready to customize and deploy
HubSpot deal stage automation
Ready to customize and deploy
Sales follow-up sequences
Ready to customize and deploy
Lead scoring with AI
Ready to customize and deploy
Common use cases for sales automation templates
Lead routing
Deal tracking
Sales outreach
Pipeline management
Get started in three steps
Explore templates and preview the workflow structure
One-click import and connect your accounts
Modify as needed and activate your workflow