Automation Templates
Not sure how to use getOperate's workflows?Start easily with our collection of ready-to-use templates.
Crm
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Add a new Copper person to a Thanks.io mailing list
Every time a new Copper person is created, Make will automatically add a recipient to a Thanks.io mailing list.
Add a new Drip subscriber to Outseta as a new person
Every time there's a new subscriber in Drip, Make will automatically create a new person in Outseta.
Add a new Google Contact to CompanyHub
Every time a new contact is created in Google Contacts, Make will automatically create a new contact in CompanyHub.
Add a new Mailchimp subscriber to Outseta as a new person
Every time there's a new subscriber in Mailchimp, Make will automatically create a new person in Outseta.
Add a new row to a Google Sheets spreadsheet and send a new notification to Slack from a won opportunity in SugarCRM
Every time a new won opportunity is captured in SugarCRM, a new row will be instantly created in a Google Sheets spreadsheet and a notification will be sent to Slack.
Add a new row to a Google Sheets spreadsheet from a new Cliengo client
This template periodically retrieves new clients from Cliengo and adds them as new rows to a Google Sheets spreadsheet. A sample spreadsheet is [here.](https://docs.google.com/spreadsheets/d/1vv4k93JjEg1CdxyWae2dvpYhXf4u-A6ThVaEtjpLGVg/editgid=0) You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change this after you set up the template.
Add a prospect into noCRm.io from a new form response in Typeform
Every time a new form response is received in Typeform, a new prospect will be instantly created in noCRM.io.
Add Cliengo contacts from new Google Sheets rows
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new contact in Cliengo. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1LmvKAw8ffbDDyEJGtNf3RvXUnwTnI4QAZPy5osMXhBY/edit?usp=sharing).
Add contacts and companies to Pipedrive CRM from Google Forms responses and send Slack messages
Every time a Google Forms response is submitted, Make will automatically check for the status of the email in ZeroBounce. If the status of the email is valid, it will get the person's details with Clearbit , create a new person in PipeDrive CRM, and send a Slack message. If there is a domain for the company that the person works for, Make will get that company's data with Clearbit, create a new organization in Pipedrive CRM, and send a Slack message. This example uses the responses in [this sheet](https://docs.google.com/spreadsheets/d/1KytET6Ql0u9ogzaERz24YrLQEusOn7Iwa8dN6B0dFNY/editgid=964126193),