Each use case names the tools, what each one does in the workflow, and the steps to set it up.
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New leads fill out a Typeform. A Google Antigravity AI agent reads each submission, scores it on fit (budget, company size, need), and logs only qualified leads to HubSpot with a priority tag. Your sales team sees 'hot', 'warm', or 'not a fit' labels the moment a lead arrives — no manual review required.
Setup: advancedWhen someone fills out a Facebook Lead Ad form, their details flow instantly into HubSpot as a new contact and trigger a personalized follow-up email through Mailchimp. There is no manual export, no CSV upload, and no wait—your lead gets a response in minutes. This is especially useful for fitness studios running class-enrollment or free-trial campaigns.
Setup: easyWhen someone fills out your contact form, they get added to a targeted email sequence in ActiveCampaign within seconds—no copy-pasting required. The sequence sends three follow-up emails over five days, keeping your business top of mind before the lead goes cold. You set it up once and every new inquiry gets the same fast, professional response.
Setup: easyMy AI Front Desk answers every call, text, and web chat that comes in after hours, qualifies the lead, and books appointments directly into your Calendly calendar. New contacts are automatically pushed to HubSpot so no lead ever slips through the cracks.
Setup: easyWhen a deal moves to 'Demo Scheduled' in Pipedrive, Tendem automatically researches the prospect's company — recent news, tech stack, and hiring signals — and drops a formatted briefing note directly into your Slack channel so your rep walks in prepared.
Setup: some workWhen a new lead enters HubSpot, this workflow sends their profile to an AI model that scores them on fit and intent, then routes high-scoring leads directly to the right sales rep with a personalized outreach draft. Low-score leads go into a nurture sequence automatically.
Setup: advancedThe moment a new lead enters HubSpot — from a form, chat, or ad — this workflow adds them to the right Mailchimp sequence based on their lead source. Every lead gets a timely first touch, even when your sales team is busy.
Setup: easyDreamwork scans 73,000+ live tech roles each night, scores each one against your candidates' resumes using a 6-axis fit model, and builds a ready-to-send application pack. A Make automation emails each candidate their personalized pack via Mailchimp and logs the match results to Airtable for your team to review.
Setup: some workAs soon as you add a new property row to Airtable, Magic turns the listing photos into a branded video walkthrough. Share it on social media the same day the listing goes live—before competitors even schedule their shoot.
Setup: some workSet up a company watchlist in Crustdata and get an instant Slack message the moment a tracked company closes a funding round. Reach out while the news is fresh and budgets are open—before your competitors do.
Setup: easyWhen a new lead lands in HubSpot, this workflow pulls fresh company and funding data from Crustdata and fills in employee count, industry, and growth signals automatically. Your sales team starts every call with the full picture—no manual research required.
Setup: some workWhen a customer completes a purchase through Shopify Payments, this workflow instantly creates or updates their record in HubSpot and enrolls them in the right Klaviyo post-purchase email sequence based on what they bought. You build a customer relationship from the very first order without touching a keyboard.
Setup: some work