Lead Gen & Sales Automation Workflows

Capture, qualify, and nurture leads automatically — from inbound forms to deal-won onboarding sequences.

6 Lead Gen & Sales Workflow Guides

  • AI Workflow for Inbound Lead Management

    Beginner · 20 min setup · Tools: Typeform, HubSpot, Slack, Mailchimp

    When a lead submits your contact form, every minute of delay costs you conversion rate. This workflow ensures that every inbound lead is instantly added to HubSpot, your sales team…

  • AI Workflow for Cold Outreach Sequences

    Intermediate · 50 min setup · Tools: Apollo.io, OpenAI, Instantly, HubSpot, Slack

    Effective cold outreach requires personalization at scale — something that's impossible to do manually. This workflow pulls prospects from Apollo.io, enriches their data, generates…

  • AI Workflow for Demo Booking & Onboarding

    Beginner · 25 min setup · Tools: Calendly, HubSpot, Mailchimp, ClickUp, Slack

    When a prospect books a demo, the experience in the next 60 minutes shapes their first impression of your company. This workflow ensures every new booking triggers a perfect handof…

  • AI Workflow for Deal-Won Client Onboarding

    Intermediate · 45 min setup · Tools: Pipedrive, Monday.com, Google Docs, Slack

    The moment a deal is marked Won in your CRM should trigger a flurry of onboarding actions — but manually doing all of them adds hours to every close. This workflow automates the en…

  • AI Workflow for LinkedIn Lead Capture

    Intermediate · 35 min setup · Tools: Lemlist, Zapier, Pipedrive, Slack

    LinkedIn outreach generates replies at all hours — and manual follow-through is inconsistent at best. This workflow captures positive LinkedIn replies via Lemlist's webhooks, creat…

  • AI Workflow for AI Lead Scoring

    Advanced · 60 min setup · Tools: Typeform, OpenAI, HubSpot, Slack

    Not all leads are equal, and your sales team shouldn't spend time equally on all of them. This advanced workflow scores every inbound lead based on company size, budget, urgency, a…

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All workflow guides | Automation tools | Worksflow.ai