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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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.
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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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Inbound Automation Workflows
Hubspot
Hubspot Object Created
Advanced Inbound Lead Routing for Hubspot Users
For HubSpot users with complex sales orgs: Route leads to teams using multiple stages of qualification and enrichment.
All
Sales Automation Workflows
Popular
Salesforce
Meeting Booked
New Call Booked Lead Warming
Keep scheduled leads engaged using AI-personalized emails based on pain points.
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Lead Enrichment Workflows
Salesforce
Salesforce Object Changed
CRM Data Management for Salesforce Users
Clean and standardize Salesforce CRM data by matching leads, accounts, and opportunities.
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Lead Enrichment Workflows
Popular
Hubspot
Hubspot Object Created
CRM Data Management for Hubspot
Clean and standardize Hubspot CRM data by matching contacts, companies, and deals.
All
Revenue Operations Workflows
Popular
Form Submission
Sales → Customer Success
Salesforce users can automate customer handoffs from Sales to Success teams with intelligent routing.
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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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