Each use case names the tools, what each one does in the workflow, and the steps to set it up.
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When a new contact lands in HubSpot, Tendem's AI-plus-expert network researches the company, fills in missing firmographic data (industry, employee count, revenue range), and pushes the enriched record back to HubSpot before your team arrives in the morning. No manual LinkedIn digging, no guesswork.
Setup: easyWhen a Salesforce opportunity stays in the same stage for 5 or more days, this workflow automatically creates a follow-up task for the deal owner and posts a summary in Slack. Deals stop stalling without managers having to police the pipeline.
Setup: some workThis workflow checks Pipedrive every morning for leads that haven't had an activity logged in 3 days and sends a direct Slack message to the deal owner. No lead can fall silent without your rep getting a nudge.
Setup: easyEvery new Square transaction creates or updates a contact in Zoho CRM with the customer's name, email, purchase total, and visit date. Your team can see a full purchase history without ever leaving the CRM, and you can trigger loyalty follow-ups the same day without any manual work.
Setup: easyDefine your ideal customer profile in Crustdata—industry, headcount, and funding stage—and automatically push matching companies into Airtable every day. Your sales team always starts from a current list, not a six-month-old spreadsheet.
Setup: some workWhen a new contact is added or updated in HubSpot, this workflow checks their tags and pipeline stage, then adds or moves them to the right Mailchimp audience segment. No manual CSV exports, no stale lists, and no missed nurture sequences. Your email campaigns always reach the right people.
Setup: easyWhen a known visitor (someone who has already given you their email) returns to your site and views a high-value page, Croct fires a webhook to Make, which creates a task in Todoist for your sales rep. Your team gets a nudge to follow up while the prospect is still warm. You stop letting hot leads go cold.
Setup: easyBefore a contract is sent for signature in DocuSign, your team runs the relevant clauses through Regulus by Cumbuca to check for conflicts with Brazilian Central Bank rules. Any flagged issues are posted to a Microsoft Teams channel so your compliance officer can review and approve before the document goes out.
Setup: advancedMindra agents connect to LinkedIn Sales Navigator daily, pull new leads that match your ideal customer profile, and add them to HubSpot with the right tags, company info, and a first-contact email already queued up. You wake up to a CRM that has been updated overnight.
Setup: advancedEvery time a new contact lands in your CRM, Make automatically creates a matching page in Notion (your team's shared workspace) with all their details pre-filled. Your team sees the customer info right where they do their work — no copy-paste needed.
Setup: easyWhen a prospect replies to your Gro AI campaign, a follow-up task automatically appears in Todoist with the lead's name and a due date set for 24 hours later. You never let a warm reply go cold again. Your whole team stays on top of next steps without a manager chasing anyone down.
Setup: easyWhen Gro AI scores a lead as high-priority, that contact automatically lands in your Notion database with their name, company, and score. You stop copying and pasting contact info by hand. Your sales team always knows who to call first.
Setup: easy