Template library
Automate your revenue workflows using powerful, customizable templates.
Or start building your workflow from scratch with the help of our workflow implementation teams.
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Revenue Operations Workflows
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Hubspot
Form Submission
Sara McNamara's HubSpot Lead Routing
Still spending hours manually checking for duplicates, enriching records, or assigning leads to reps? Try this instead.
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AI Workflows
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Salesforce
Form Submission
AI Meeting Description + Lead Scoring
Route inbound leads in Salesforce using AI meeting analysis and advanced scoring algorithms.
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Customer Success Workflows
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Tag Assigned
Customer Success Contract Renewal Reminder Template
Use Salesforce Closed-Won trigger to automate contract renewal outreach with AI-generated messaging and annual CRM Data updates.
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Customer Success Workflows
Webhook Recieved
Customer Support Ticket Workflow
Route support tickets to specialized teams using AI-powered triage and verification.
All
Revenue Operations Workflows
Tag Assigned
Sales → Implementation Handoff from Closed-Won Trigger
Route customers to Success teams with automated scheduling and team notifications.
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Inbound Automation Workflows
Popular
Salesforce
Salesforce Object Updated
Simple Inbound Lead Routing for Salesforce Users
For early stage Salesforce users: Route inbound leads to booking pages or sequences based on qualification.
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AI Workflows
Popular
Form Submission
AI Personalized Sales Email Sequence
Convert inbound marketing leads to sales leads using AI-personalized emails with enriched data insights.
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Inbound Automation Workflows
Salesforce
Salesforce Object Updated
Intermediate Inbound Lead Routing for Salesforce Users
For Salesforce users with complex sales orgs: Route leads to teams using multi-stage qualification and enrichment.
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Inbound Automation Workflows
Salesforce
Salesforce Object Updated
Advanced Inbound Lead Routing for Salesforce Users
For complex Salesforce teams: Route leads using AI scoring and tiered distribution to sales teams.
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Inbound Automation Workflows
Popular
Hubspot
Hubspot Object Created
Simple Inbound Lead Routing for Hubspot Users
For early stage companies: Route inbound leads to booking pages or sequences based on qualification rules.
All
Sales Automation Workflows
Salesforce
Meeting No-Show
No-Show Meeting Template for Salesforce Users
Automatically follow up with no-show prospects in Salesforce based on company data.
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Sales Automation Workflows
Popular
Salesforce
Salesforce Object Changed
Closed Lost (Qualified) Follow-Up for Salesforce Users
Re-engage lost salesforce opportunities with AI-powered sequences and automated rep reassignment.
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Integrates with your entire stack
Seamlessly connect with most of your existing tools. Default offers prebuilt integrations with modern revenue acceleration platforms.
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