Gmail, HubSpot and Slack automations

Ready-made scenarios where Gmail, HubSpot and Slack work for you: pick one — a copy appears in your account and runs on its own.

41 scenarios

Lead scoring and routing: hot leads straight to sales
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Call summaries — sent to your team and CRM automatically
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Contract renewal reminders: an email to the client, a task for the rep
Smart lead routing to reps — instant, with no manual assignment
Email replies with the client's history in mind — with your approval
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Collect client reviews and summarize them to chat automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Re-engaging quiet clients — weekly, without manual tracking
A summary of support tickets — topics and customer mood
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Customer feedback from every channel, turned into themes and tasks
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Voice of the customer from every channel: collected, clustered, acted on
Payment issue handling: a reply to the customer, an escalation to the team
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Automatic lead enrichment and scoring — hot leads first
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs