CRM & Sales

  • Handwrytten

    Handwrytten

    Handwrytten is a platform that sends real, robot-written handwritten notes and cards on your behalf. Using patented handwriting robots that hold actual pens, Handwrytten produces notes that look and feel genuinely handwritten — not printed fonts pretending to be cursive. The result is a personal touch at scale that cuts through the noise of email and digital marketing. For Australian businesses focused on client retention and relationship building, Handwrytten offers a tangible way to stand out. Whether you are sending thank-you notes after a sale, birthday cards to key clients, or follow-ups after a meeting, the physical nature of a handwritten card creates an impression that digital messages simply cannot match. Handwrytten integrates with CRMs like Salesforce, HubSpot, and Zapier-compatible platforms, meaning you can trigger notes automatically based on events in your sales pipeline. A new deal closes, a client hits their anniversary, or a lead attends a webinar — and a handwritten card goes out without anyone on your team lifting a pen. Our sales automation specialists can help you integrate Handwrytten into your existing CRM workflows, turning personal outreach into a repeatable, automated process that strengthens relationships without adding manual work.
  • SuiteDash

    SuiteDash

    SuiteDash is an all-in-one business management platform that combines client portals, project management, CRM, invoicing, file sharing, and team collaboration into a single white-label solution. Instead of juggling separate subscriptions for each function, SuiteDash consolidates everything behind one login — for both your team and your clients. For service-based businesses in Australia, SuiteDash is particularly appealing because it replaces the patchwork of tools that typically includes a CRM, a project manager, a file-sharing service, and an invoicing system. The white-label capability means you can brand the entire portal with your own domain and logo, presenting a seamless professional experience to clients. The platform handles client onboarding workflows, automated appointment scheduling, recurring billing, and secure document exchange. This makes it well suited for agencies, consultancies, law firms, and accounting practices that need structured client communication alongside internal project tracking. If you are looking to streamline your business operations and reduce tool sprawl, our business automation team can help you migrate to SuiteDash and integrate it with your existing systems through custom system integrations.
  • Reply.io

    Reply.io

    Reply.io is a sales engagement platform that automates outbound outreach across email, LinkedIn, calls, and SMS. For businesses managing high-volume prospecting, it replaces the tedious manual work of sending follow-ups and tracking responses with automated multichannel sequences that run on autopilot. The platform shines when integrated into a broader sales stack. Rather than operating as a standalone tool, Reply.io connects with CRMs like HubSpot and Salesforce, enrichment tools, and workflow automation platforms such as n8n. This means your sales team spends less time on data entry and more time having actual conversations with qualified prospects. Where most businesses hit a wall is configuring Reply.io to work seamlessly with their existing systems. Connecting it to your CRM, setting up lead scoring rules, and building sequences that feel personal rather than robotic takes genuine technical setup. Getting the deliverability settings right alone can make or break your entire outreach programme. Osher Digital helps businesses across Australia configure and integrate Reply.io into automated sales workflows. We connect it with your CRM, lead sources, and internal systems so every touchpoint is tracked and every follow-up lands on time — without your team lifting a finger.
  • SMS Magic

    SMS Magic

    SMS Magic is a business messaging platform that lets organisations send, receive, and automate text messages directly from their CRM and other business systems. Built for sales, marketing, and support teams, SMS Magic handles everything from one-to-one conversations to bulk campaigns across SMS, MMS, and popular messaging apps like WhatsApp and Facebook Messenger. The platform matters because text messages still get opened at dramatically higher rates than email. For businesses running lead nurture sequences, appointment reminders, or customer support workflows, SMS Magic provides the infrastructure to reach people on the channel they actually check. It integrates natively with Salesforce, Zoho, and other major CRMs, so messages tie back to contact records automatically. Where SMS Magic becomes genuinely powerful is when it slots into a broader automation stack. Connected through workflow automation, you can trigger personalised messages based on CRM events, route replies to the right team, and escalate conversations that need human attention. Our sales automation team has helped businesses build messaging workflows that handle initial outreach, qualification, and follow-up without reps manually sending each text. If your team is still copying and pasting messages or toggling between their phone and CRM, SMS Magic integrated properly into your stack removes that friction and ensures no conversation falls through the cracks.
  • Facebook Lead Ads Trigger

    Facebook Lead Ads Trigger

    The Facebook Lead Ads Trigger node in n8n fires your workflow automatically whenever a new lead is captured through a Facebook or Instagram lead ad form. Instead of manually checking your ad account or waiting for email notifications, leads flow directly into your automation pipeline the moment a prospect submits their details. This eliminates the delay between lead capture and follow-up, which is critical for conversion rates. Speed of response is one of the strongest predictors of whether a lead converts. Research consistently shows that responding within minutes rather than hours dramatically improves contact rates. By triggering an n8n workflow instantly when a lead comes in, you can send a personalised acknowledgement email, add the contact to your CRM, notify your sales team via Slack, and enrich the lead data with additional information — all within seconds of form submission. This node is especially valuable for businesses running lead generation campaigns at scale. When you are spending budget on Facebook and Instagram ads, you need every lead handled promptly and consistently. Manual processes break down as volume increases, and leads slip through the cracks. An automated pipeline ensures no lead is missed and every prospect gets the same quality of initial engagement. Our sales automation services help businesses build exactly these kinds of pipelines. If your team is running paid lead generation campaigns and wants to maximise return on ad spend through faster follow-up, our consulting team can design a lead processing workflow that integrates with your CRM, email platform, and sales tools.
  • Copper

    Copper

    Copper is a CRM built specifically for Google Workspace users, and the n8n Copper node lets you automate your sales and relationship management processes by connecting Copper to the rest of your business tools. You can create and update contacts, companies, deals, and activities programmatically — turning manual CRM data entry into automated workflows that keep your sales pipeline accurate without constant human intervention. The sweet spot for Copper automation is in reducing the administrative burden on sales teams. Every time a new lead comes in from a web form, a deal progresses, or a customer interaction happens in another system, n8n can automatically update Copper to reflect the change. This means your sales team spends less time entering data and more time actually selling. It also means your CRM data is more reliable, because it’s being updated in real time by systems rather than depending on busy salespeople remembering to log activities. At Osher, we’ve helped sales-driven businesses build sales automation workflows that keep Copper synchronised with email marketing platforms, support desks, invoicing systems, and custom internal tools. One pattern we see frequently is lead enrichment — when a new contact is created in Copper, an n8n workflow automatically pulls in company data, social profiles, and recent news, giving the sales rep a complete picture without any manual research. If your team uses Copper and Google Workspace, connecting it to n8n through this node unlocks a significant productivity gain.
  • Vero

    Vero

    Vero is a customer messaging platform built for product and marketing teams who want to send targeted emails and push notifications based on real user behaviour. The n8n Vero node lets you manage user profiles and trigger events from your automation workflows, connecting Vero’s behavioural messaging engine to the rest of your business systems without writing custom integration code. The real power of Vero is in event-driven messaging — sending the right message to the right person at exactly the right time based on what they’ve actually done in your product. The n8n node lets you push user events and profile updates to Vero from any source, whether that’s a CRM update, a form submission, a payment event, or data from an internal tool. This means your Vero campaigns can react to signals from across your entire stack, not just from your website or app. For teams focused on sales automation and customer lifecycle management, connecting Vero to n8n opens up workflows like automatically tagging users based on purchase behaviour, triggering re-engagement campaigns when usage drops, or syncing marketing segments with your CRM in real time. Our team at Osher has helped businesses build these kinds of cross-platform messaging workflows, ensuring that marketing automation is driven by accurate, up-to-date data from every relevant system.
  • Affinity Trigger

    Affinity Trigger

    Affinity Trigger lets you launch n8n workflows automatically when changes happen in your Affinity CRM. Whether a new organisation is added, a deal moves to a new stage, or a contact’s details are updated, this trigger node detects the event and starts your automation immediately. It’s the real-time connection between your relationship intelligence platform and the rest of your operational stack. Affinity is popular with venture capital firms, private equity teams, and professional services businesses that manage high-value relationships. The Trigger node is particularly valuable for these teams because deal flow moves fast — when a prospect enters a new pipeline stage, you often need to update multiple systems, notify team members, or generate documents without delay. Connecting Affinity to n8n through this trigger means those downstream actions happen automatically. At Osher, we’ve built AI-powered agent workflows that use Affinity Trigger as their starting point — for example, automatically enriching new contacts with public data, scoring deals based on custom criteria, or syncing pipeline changes to external reporting dashboards. If your team relies on Affinity for relationship management and you’re spending time manually keeping other tools in sync, this trigger node is the foundation for eliminating that overhead.
  • Copper Trigger

    Copper Trigger

    Copper (formerly ProsperWorks) is a CRM built for Google Workspace that tracks contacts, leads, opportunities, and pipelines directly within Gmail and Google Calendar. The Copper Trigger node in n8n fires when records change in Copper — a new lead is created, an opportunity moves stages, or a contact is updated — letting you automate responses to CRM events across your entire stack. For teams that live in Google Workspace, Copper is often the CRM of choice because it sits inside the tools they already use. But CRM data needs to flow beyond Gmail. When a deal moves to “Closed Won,” your project management tool needs a new project, your invoicing system needs a new client, and your onboarding sequence needs to kick off. The Copper Trigger handles the CRM side; n8n handles everything that comes after. The trigger is particularly valuable for sales teams that need speed. When a new lead comes in, n8n can instantly enrich it with company data, score it against your qualification criteria, assign it to the right rep, and fire off a Slack notification — all within seconds of the Copper record being created. We have built similar real-time lead routing systems for clients whose response time directly impacts close rates. If your sales team uses Copper and you want CRM events to automatically drive actions in other systems, the Copper Trigger is the starting point. Our AI consulting team can design intelligent CRM-triggered workflows that go beyond simple notifications to include lead scoring, enrichment, and automated follow-up sequences.
  • Humantic AI

    Humantic AI

    Humantic AI uses behavioural science and machine learning to build personality profiles from publicly available data. Feed it a LinkedIn URL or an email address, and it returns a detailed assessment of how that person prefers to communicate, make decisions, and engage professionally. The n8n integration lets you automate this profiling at scale. Sales teams get the most immediate value from this. Before a call, your workflow can automatically pull a Humantic AI profile for the prospect, summarise their communication style, and deliver personalised talking points to the rep’s inbox or CRM record. No more going in cold — the rep knows whether to lead with data, build rapport first, or get straight to the point. Recruitment teams use it similarly. When a candidate applies, n8n can run their profile through Humantic AI, score cultural fit against your team’s profile, and flag potential mismatches before the first interview. We helped a talent marketplace client build AI-assisted candidate processing that included behavioural profiling as part of the screening pipeline. If your team is doing outreach, hiring, or relationship management at volume, adding personality intelligence to the workflow changes the quality of every interaction. Our AI consulting team can help you build Humantic AI into your sales or recruitment automation in a way that respects privacy and delivers actionable insights.
  • Microsoft Dynamics CRM

    Microsoft Dynamics CRM

    Microsoft Dynamics CRM is an enterprise customer relationship management platform that spans sales, marketing, customer service, and field operations. Part of the broader Dynamics 365 suite, it gives organisations a unified view of customer interactions across every touchpoint — from first enquiry through to ongoing account management and support. Sales teams use Dynamics CRM to manage pipelines and forecast revenue. Marketing departments run multi-channel campaigns and track attribution. Service teams handle cases, SLAs, and customer feedback. The platform’s depth makes it a natural fit for mid-to-large organisations, particularly those already invested in the Microsoft ecosystem with tools like Outlook, Teams, and SharePoint. Osher integrates Microsoft Dynamics CRM into automated workflows using n8n, bridging the gap between Dynamics and the other platforms your business depends on. We build automations that sync contacts with marketing tools, route leads from web forms and advertising platforms, trigger service escalations, and push reporting data into centralised dashboards. If your Dynamics instance feels siloed, we connect it. Learn more about our system integration services or see how we approach sales automation for CRM-connected businesses.
  • Salesmate

    Salesmate

    Salesmate is a CRM platform built for small to mid-sized sales teams that need pipeline management, contact tracking, email sequences, and built-in calling without the complexity of enterprise systems. It covers the full sales cycle from lead capture through to deal closure, with automation features that reduce the repetitive admin work that slows teams down. Sales managers and business development teams use Salesmate to keep their pipeline visible, automate follow-up cadences, and track performance metrics. Its built-in communication tools — email, calling, and texting — mean reps can work from a single interface rather than switching between applications throughout the day. At Osher, we integrate Salesmate into wider business workflows using n8n, connecting it to marketing platforms, accounting systems, support desks, and custom databases. This means leads flow into Salesmate from web forms, chatbots, or advertising platforms without manual entry, and closed deals can trigger invoicing, onboarding sequences, or project creation downstream. Explore our sales automation services or see a real-world example in our talent marketplace case study.
  • E-goi

    E-goi

    E-goi is a multichannel marketing automation platform that combines email, SMS, push notifications, voice broadcasts, and web push into a single tool. It is built for marketing teams that need to coordinate campaigns across multiple channels without juggling separate platforms. If you are running email blasts in one tool and SMS in another, E-goi brings everything under one roof. The platform includes a visual automation builder, audience segmentation, landing page creation, and ecommerce tracking. Retailers, event organisers, and subscription-based businesses use E-goi to manage customer journeys from first touch through to repeat purchase. Its built-in CRM features also make it popular with small to mid-sized teams that want marketing and contact management in one place. At Osher, we connect E-goi to our clients broader tech stacks using n8n. That might mean syncing E-goi contact lists with a Shopify store, triggering SMS sequences from form submissions, or feeding campaign performance data into a reporting dashboard. We have built similar multichannel workflows for clients in retail and professional services. If your marketing campaigns are siloed across multiple tools and you are losing time on manual data entry, our business automation team can design an E-goi integration that ties everything together. Get in touch to talk through your setup.
  • Emelia

    Emelia

    Emelia is a cold outreach and email prospecting platform built for sales teams and growth marketers who need to run personalised email campaigns at scale. It handles lead list imports, email sequence automation, A/B testing, and deliverability optimisation — all from a single dashboard. If your team is spending hours manually sending follow-up emails or struggling with low open rates, Emelia gives you the infrastructure to fix that. For businesses already using CRM tools like HubSpot or Pipedrive, Emelia slots in as the outbound engine that feeds warm leads into your pipeline. It connects natively with most major CRMs and supports webhook-based integrations for custom workflows. Sales agencies, SaaS companies, and recruitment firms are among its most common users. At Osher, we integrate Emelia into broader sales automation workflows using n8n. That means your outreach sequences can trigger CRM updates, Slack notifications, lead scoring, and follow-up tasks automatically — without anyone copying data between tabs. We have built similar outbound pipelines for clients across financial services and professional services. If you are running outbound campaigns but losing leads between tools, our AI consulting team can map out an integration that connects Emelia to the rest of your sales stack and eliminates the manual work.
  • Agile CRM

    Agile CRM

    Agile CRM is an all-in-one customer relationship management platform that combines sales, marketing, and customer support features into a single tool. It is popular with small and mid-sized businesses that want CRM, email marketing, help desk, and web analytics without paying for separate platforms. Agile CRM covers contact management, deal tracking, campaign automation, and ticket management in one interface. The challenge with Agile CRM is that while it tries to do everything, businesses often still use specialised tools for specific functions — a dedicated help desk, a separate email platform, or an external analytics tool. When data lives in Agile CRM and also in three other systems, your team wastes time switching between tools and manually keeping records in sync. Osher integrates Agile CRM with your broader tech stack using n8n workflows. We build automations that sync contacts bidirectionally between Agile CRM and other platforms, push support ticket updates to Slack, trigger marketing campaigns based on deal stage changes, and consolidate customer data from multiple sources into Agile CRM automatically. The result is a CRM that stays up to date without manual data entry and works as a true single source of truth for your customer relationships. If your CRM data is scattered across multiple tools, our system integration services and sales automation expertise can help you bring it all together.
  • Hunter

    Hunter

    Hunter is an email finding and verification tool used by sales teams, recruiters, and marketers to locate professional email addresses and verify their deliverability. It searches public sources to find email patterns for any domain and lets you build targeted prospect lists without guessing at email formats or bouncing messages. The bottleneck with Hunter is not finding emails — it does that well — but what happens next. Sales teams manually copy verified emails into their CRM, build outreach sequences one at a time, and lose track of which prospects have been contacted. When prospecting is disconnected from your CRM and outreach tools, leads go cold and effort gets duplicated. Osher integrates Hunter with your CRM, email outreach platform, and internal databases using n8n workflows. We build automations that take a list of target companies, find and verify emails through Hunter, create CRM records with the results, and kick off personalised outreach sequences — all without manual copy-pasting. This turns a slow, manual prospecting process into an automated pipeline that feeds your sales team qualified leads. If your sales team spends too much time on manual prospecting, our sales automation services can help you build a pipeline that fills itself.
  • Autopilot

    Autopilot

    Autopilot (now Ortto) is a marketing automation platform that lets businesses build customer journeys, send targeted emails, and track user behaviour across channels. It is popular with growth teams and marketers who want visual journey builders and multi-touch attribution without the complexity of enterprise platforms like HubSpot or Marketo. The issue many teams hit with Autopilot is that it works well for email and journey automation but does not natively connect to every tool in their stack. Lead data sits in Autopilot while sales activity lives in the CRM, support tickets are in another system, and product usage data is somewhere else entirely. Without integration, marketing operates in a silo. Osher connects Autopilot to your CRM, support desk, analytics tools, and internal databases using n8n workflows. We build automations that sync leads bidirectionally between Autopilot and your CRM, trigger personalised journeys based on product usage events, and push campaign performance data into your reporting dashboards. This turns Autopilot from a standalone email tool into the engine that powers your entire customer lifecycle. If your marketing stack feels disconnected, our sales automation services and system integration expertise can help you tie it all together.
  • Monica CRM

    Monica CRM

    Monica CRM is an open-source personal relationship management tool built for individuals and small teams who want to keep track of contacts, conversations, activities, and reminders in one place. Unlike enterprise CRMs that focus on sales pipelines, Monica is designed around relationships — logging birthdays, tracking how you met someone, and recording notes about past conversations. The challenge with Monica CRM is that it often sits as a standalone tool, disconnected from email, calendars, and other systems your team actually uses day to day. When contact data lives in one place and your communication tools live in another, things slip through the cracks — missed follow-ups, forgotten introductions, and duplicated effort. Osher integrates Monica CRM with your broader workflow using n8n. We build automations that sync contacts between Monica and your email platform, create reminders in your calendar based on Monica activities, and push new contact data from web forms or other sources straight into your Monica instance. The result is a relationship management system that works with your existing tools instead of alongside them. If you are looking to connect Monica CRM to the rest of your tech stack, our system integration services can help you build those bridges without writing custom code from scratch.
  • Keap Trigger

    Keap Trigger

    Keap Trigger is an automation node that fires when specific events happen inside Keap (formerly Infusionsoft) — such as a new contact created, a tag applied, a purchase completed, or a form submitted. It allows businesses to respond instantly to CRM events without polling or manual checks. Small and mid-sized businesses use Keap for CRM, email marketing, and sales pipeline management. The Keap Trigger extends that functionality by connecting Keap events to external tools — your accounting software, project management platform, SMS gateway, or any other system your business relies on. At Osher, we build Keap Trigger workflows in n8n that automate the repetitive tasks that follow CRM events. When a lead fills out a form, the workflow can score the lead, assign it to a sales rep, create a task in your project management tool, and send a personalised SMS — all within seconds. We have built similar CRM-driven automations for clients across professional services and e-commerce. Visit our sales automation page to see how we approach these workflows. If your sales or marketing team is manually updating records, sending follow-up emails, or transferring data between Keap and other tools, a Keap Trigger integration removes that busywork and lets your team focus on closing deals.
  • HaloPSA

    HaloPSA

    HaloPSA is a professional services automation platform built for managed service providers (MSPs) and IT service companies. It combines ticketing, time tracking, billing, project management, CRM, and reporting into a single system, replacing the patchwork of separate tools that many IT businesses rely on. IT service providers use HaloPSA to manage the full lifecycle of client support — from initial ticket creation through to resolution, time logging, and invoicing. The platform also handles SLA tracking, asset management, and client-facing portals, making it a central hub for service delivery operations. At Osher, we integrate HaloPSA with your other business systems using n8n so that data flows automatically between your PSA, accounting software, monitoring tools, and communication platforms. For example, when a critical alert fires in your monitoring system, we can automatically create a HaloPSA ticket, assign it to the right technician, and notify the client — all without anyone lifting a finger. Learn more on our business automation page. If your IT service team is spending too much time on admin — manually creating tickets, chasing timesheets, or reconciling invoices — a HaloPSA integration can automate those tasks and free your technicians to focus on actual service delivery.
  • Emelia Trigger

    Emelia Trigger

    Emelia Trigger fires when events occur in your Emelia cold outreach campaigns — new replies, email opens, link clicks, bounces, or campaign completions. It sends that engagement data into your automation platform so your sales team can respond to warm signals immediately instead of checking Emelia separately from their CRM. Cold outreach only works when you act on responses quickly. Emelia Trigger closes the gap between a prospect replying to your campaign and your sales rep seeing that reply in context. When a prospect responds positively, your CRM can update automatically, a Slack notification can alert the assigned rep, and the prospect can be removed from the campaign sequence — all without manual work. At Osher, we integrate Emelia into sales pipeline workflows through sales automation and system integrations. We have built similar outbound-to-CRM pipelines for clients including a talent marketplace that needed to process high volumes of candidate and employer communications. If your sales team is running cold campaigns in Emelia but manually copying replies into your CRM, that lag is slowing down your response time and leaving warm leads sitting unattended.
  • Clearbit

    Clearbit

    Clearbit is a data enrichment and intelligence platform that turns email addresses and domain names into complete company and contact profiles. It fills in the blanks — company size, industry, revenue, job title, location, technology stack — so your sales and marketing teams work with complete data instead of guesswork. Sales teams, marketing operations, and growth teams use Clearbit to qualify leads, personalise outreach, score accounts, and keep CRM data accurate. Instead of manually researching every prospect, Clearbit delivers firmographic and contact data in real time through API calls or direct CRM integrations. Osher integrates Clearbit into your sales and marketing workflows using n8n. When a new lead enters your system — through a form submission, a website visit, or an inbound enquiry — we automatically enrich their profile with Clearbit data, score them against your ideal customer criteria, and route qualified leads to the right sales rep. Our sales automation services use Clearbit as a key component for building intelligent lead qualification pipelines. See how we applied similar data enrichment logic in our talent marketplace case study. If your sales team is wasting time researching leads that should be pre-qualified, contact us to automate your lead enrichment process.
  • Chargebee Trigger

    Chargebee Trigger

    Chargebee is a subscription billing and revenue management platform that handles recurring payments, invoicing, tax calculations, and subscription lifecycle management. The Chargebee Trigger node in n8n fires when billing events occur — new subscriptions, renewals, cancellations, failed payments, and invoice updates. SaaS companies, subscription box businesses, and any organisation with recurring revenue models use Chargebee to manage their billing operations. Finance teams, customer success managers, and operations staff rely on it to keep subscription data accurate and payments flowing. Osher uses the Chargebee Trigger to build automated billing workflows with n8n. When a subscription event fires, we can update your CRM, adjust user access in your product, notify your finance team, trigger dunning sequences for failed payments, and sync revenue data to your accounting platform. Our sales automation services regularly include Chargebee as part of the revenue operations stack. If your team is manually updating systems when subscriptions change, reach out to automate your billing workflows.
  • Segment

    Segment

    Segment is a customer data platform (CDP) that collects user events from websites, mobile apps, and servers, then routes that data to hundreds of downstream tools — analytics platforms, marketing automation, data warehouses, CRMs, and advertising networks. Instead of installing separate tracking SDKs for every tool, businesses install Segment once and control where their data goes from a single dashboard. The problem Segment solves is data fragmentation. Without it, marketing sees one version of customer behaviour in Google Analytics, sales sees another in Salesforce, and product sees a third in Amplitude. Segment creates a single source of truth for customer events, making sure every tool gets consistent, clean data. When a user signs up, makes a purchase, or completes an action, that event is captured once and delivered everywhere it needs to go. Osher helps businesses implement Segment as part of their system integration and sales automation strategy. We set up the tracking plan, configure data destinations, build identity resolution rules, and connect Segment to your CRM and marketing stack so customer data flows correctly from day one. If your customer data is scattered across disconnected tools and your teams are working with inconsistent numbers, talk to us about a Segment implementation.
  • HighLevel

    HighLevel

    HighLevel is an all-in-one CRM and marketing platform built for agencies and service businesses. It combines contact management, sales pipelines, SMS and email marketing, appointment scheduling, reputation management, and funnel building into a single system — replacing the need for multiple disconnected tools. The problem most businesses hit with HighLevel is that it works well as a standalone platform, but connecting it to the rest of your tech stack requires manual effort. Leads from external sources need importing, follow-up sequences need coordinating across channels, and reporting across HighLevel and other systems means exporting CSVs and stitching data together. Connecting HighLevel to n8n workflows solves this by automating the data flow between HighLevel and your other business systems. You can sync leads from web forms, Facebook Ads, or third-party platforms directly into HighLevel pipelines, trigger automated sales sequences based on lead behaviour, and push closed-deal data into your accounting or project management tools. For agencies managing multiple client accounts, workflow automation can handle client onboarding, report generation, and cross-account data consolidation. If you’re running HighLevel and finding yourself manually connecting the dots between systems, our team can build integrations that keep everything synchronised automatically.
  • Keap

    Keap

    Keap (formerly Infusionsoft) is a CRM and marketing automation platform designed for small businesses. It combines contact management, email marketing, appointment scheduling, invoicing, and sales pipeline tracking in one system. The problem is that Keap works best when it’s connected to the rest of your tools — and most businesses leave it operating in isolation. When Keap sits disconnected from your other systems, data gets stuck. Leads from your website don’t reach Keap quickly enough, follow-ups depend on someone remembering to check the pipeline, and contact information drifts out of sync across your tools. Business automation fixes this by wiring Keap into your broader operations. Automations we commonly build with Keap: Syncing new leads from web forms, landing pages, and ad platforms into Keap instantly Triggering personalised follow-up sequences based on contact behaviour Pushing invoice and payment data between Keap and accounting systems Updating contact records in Keap when data changes in other platforms Routing hot leads to sales reps with real-time notifications Keap’s built-in automation is decent for basic email sequences, but it hits a wall when you need to coordinate actions across multiple systems. That’s where external system integrations and sales automation workflows come in — extending Keap’s reach beyond its native capabilities. Our AI consulting team helps small businesses and agencies get more from their Keap investment by integrating it with the tools they already use. The result is a CRM that actually reflects reality — contacts are current, follow-ups happen on time, and data flows where it needs to go without manual effort.
  • Customer Messenger (n8n training)

    Customer Messenger (n8n training)

    Customer Messenger n8n Training refers to using n8n workflows alongside customer messaging and live chat platforms to automate support conversations, route enquiries, and train teams on building chat-based automations. This includes integrations with tools like Intercom, Crisp, LiveChat, and other messenger-style support platforms. With n8n, you can build workflows that respond to incoming chat messages automatically, route conversations to the right team based on the customer’s question, create support tickets from chat transcripts, and sync chat data with your CRM. For teams using AI-powered chatbots, n8n acts as the orchestration layer — connecting the chatbot’s output to backend systems for order lookups, account updates, or knowledge base searches. Practical examples include auto-responding to common questions (business hours, pricing, shipping status) while escalating complex issues to a human agent, enriching chat conversations with customer data pulled from your CRM before an agent responds, and logging all chat interactions to a database for quality assurance and training purposes. At Osher, we have built AI-powered support workflows for clients across several industries. Our patient data entry automation project shows how we connected front-end data capture with backend processing systems. For businesses that want to reduce support response times and free up their team from repetitive enquiries, our AI agent development services can help you build intelligent chat workflows. Talk to our AI consulting team about automating your customer support operations, or explore our custom AI development options for more advanced conversational AI solutions.
  • Customer.io

    Customer.io

    Customer.io is a messaging automation platform that lets businesses send targeted emails, push notifications, SMS, and in-app messages based on real-time customer behaviour. Unlike batch-and-blast email tools, Customer.io triggers communications when users take specific actions — signing up, abandoning a cart, hitting a usage milestone, or going inactive. When connected to n8n, Customer.io becomes part of a broader automation ecosystem. You can sync customer data from your CRM, trigger workflows based on Customer.io events, update segments dynamically from external data sources, and coordinate messaging across multiple channels without manual intervention. Common integration patterns include syncing new leads from web forms directly into Customer.io segments, triggering personalised onboarding sequences when users complete specific actions in your product, and pulling campaign performance data into reporting dashboards automatically. For Australian businesses running multi-channel marketing, the combination of Customer.io and n8n removes the need for expensive middleware or custom API development. Our team at Osher has built similar sales automation workflows that connect CRM platforms with messaging tools to reduce manual data entry and improve response times. If you need help connecting Customer.io to your existing tech stack, our AI consulting team can design a workflow that fits your specific requirements. We also offer business automation services for companies looking to streamline their entire marketing operations.
  • Lemlist Trigger

    Lemlist Trigger

    Lemlist is a cold outreach and sales engagement platform designed for sending personalised email campaigns at scale. Lemlist Trigger refers to the event-based triggers that Lemlist exposes, allowing external systems to react when prospects open emails, click links, reply, or move through campaign stages. These triggers turn Lemlist from a standalone outreach tool into a connected part of your sales pipeline. Osher Digital connects Lemlist triggers to CRMs, lead scoring systems, notification tools, and follow-up workflows so your sales team can act on prospect engagement in real time. When a prospect clicks a link in your outreach email, a trigger can update their lead score in your CRM, notify the assigned sales rep via Slack, and schedule a follow-up task, all without anyone manually checking Lemlist dashboards. Common integration patterns include syncing new Lemlist replies to your CRM with full conversation context, routing warm leads to different workflow branches based on engagement signals, enriching prospect data from external sources when they enter a campaign, and feeding campaign performance data into centralised sales dashboards for reporting across the team. If your sales outreach data is trapped in Lemlist and your team manually checks for replies and engagement signals, our sales automation services can wire those triggers into your broader pipeline so opportunities do not slip through the cracks.
  • Lemlist

    Lemlist

    Lemlist is a cold outreach platform built for personalised email campaigns at scale. It lets sales teams send individualised emails with custom images, dynamic landing pages, and multi-channel sequences that include email, LinkedIn, and phone touchpoints. The goal is making automated outreach feel like one-to-one communication rather than mass blasts. The problem Lemlist solves is straightforward: generic cold emails get ignored. Buyers can spot templated messages instantly, and spam filters are getting better at catching them. Lemlist’s personalisation features and deliverability tools help outreach actually reach inboxes and get responses. Our sales automation team at Osher connects Lemlist into broader sales workflows. We build pipelines that pull qualified leads from your CRM, enrich contact data, feed them into targeted Lemlist sequences, and then route responses and engagement signals back into your sales process. When a prospect replies or books a meeting, your team gets notified immediately with full context. We also help with campaign strategy: segmenting your prospect lists, writing email sequences that avoid spam triggers, setting up A/B tests, and configuring warmup schedules for new sending domains so your deliverability stays strong from day one.
  • Dropcontact

    Dropcontact

    Dropcontact is a B2B data enrichment tool that finds and verifies professional email addresses, phone numbers, and company details without relying on shared databases. Unlike tools that recycle contact data from a common pool, Dropcontact generates and validates information in real time using publicly available sources and proprietary algorithms. Sales and marketing teams use Dropcontact to fill gaps in their CRM data, clean up duplicate records, and ensure outreach campaigns reach valid email addresses. Bad contact data wastes campaign spend, damages sender reputation, and clutters your CRM with records that will never convert. At Osher, we integrate Dropcontact into automated data enrichment pipelines. A typical workflow pulls new leads from your CRM or lead capture forms, sends them through Dropcontact for enrichment and verification, then routes the cleaned data back into your systems with updated fields. Our sales automation team builds these pipelines to run continuously, so every new contact entering your database is automatically verified and enriched without anyone on your team lifting a finger. We also use Dropcontact for bulk CRM cleanup projects, processing existing databases to merge duplicates, fix formatting inconsistencies, and flag invalid email addresses before they cause deliverability problems.
  • ActiveCampaign Trigger

    ActiveCampaign Trigger

    ActiveCampaign Trigger is an event-driven mechanism that fires automation workflows whenever specific events occur in ActiveCampaign, such as a contact subscribing, a tag being added, a deal stage changing, or an email being opened. ActiveCampaign itself is a marketing automation and CRM platform used by small and mid-sized businesses for email marketing, contact management, and sales pipeline tracking. For businesses running ActiveCampaign as their primary marketing platform, trigger-based integrations solve the problem of keeping other systems in sync. When a lead fills out a form and gets tagged in ActiveCampaign, your project management tool should know about it. When a deal moves to a new stage, your invoicing system should be ready. Without automated triggers, these handoffs rely on someone remembering to update multiple systems manually. At Osher, we use ActiveCampaign Trigger nodes in n8n to connect your marketing automation to the rest of your business stack. We build workflows that react to ActiveCampaign events in real time, pushing data to your CRM, accounting software, support desk, or custom applications. Our sales automation team specialises in building these event-driven pipelines so your marketing and sales systems stay synchronised without manual data entry or CSV imports.
  • Zoho CRM

    Zoho CRM

    Zoho CRM is a customer relationship management platform used by small and mid-sized businesses to manage sales pipelines, customer interactions, and deal tracking. It offers modules for leads, contacts, accounts, deals, tasks, and custom records, along with built-in email, telephony, and reporting features. Many Australian businesses choose Zoho CRM for its competitive pricing compared to Salesforce and HubSpot. The problem most Zoho CRM users run into is isolation. Their CRM data does not flow to their accounting software, marketing tools, or support desk without manual re-entry. Sales reps spend time copying information between systems instead of selling. Reporting requires pulling data from multiple places and combining it in spreadsheets. These gaps slow down the sales process and create data inconsistencies. At Osher, we connect Zoho CRM to the rest of your technology stack so data moves automatically. We build integrations that sync contacts with your email marketing platform, push closed deals to your invoicing system, create support tickets from CRM records, and update deal stages based on external events. Our sales automation team designs these workflows to match how your sales process actually works, not how a generic template assumes it works. The result is a CRM that stays accurate without your team doing double entry.
  • Odoo

    Odoo

    Odoo is an open-source business management suite covering ERP, CRM, accounting, inventory, manufacturing, HR, and e-commerce in a single modular platform. The n8n Odoo node lets you automate interactions with Odoo’s database — creating and updating records across any Odoo module, syncing data with external systems, and triggering workflows based on changes in your Odoo instance. Businesses running Odoo use this integration to connect their ERP to the rest of their tech stack. When a new sales order is confirmed in Odoo, an n8n workflow can send a confirmation email to the customer, update the project management board, and notify the warehouse team in Slack. When inventory levels drop below a threshold, another workflow can generate purchase orders or alert the procurement team. Osher builds robotic process automation workflows that extend Odoo’s capabilities without requiring custom Odoo module development. We connect Odoo to payment gateways, shipping providers, marketing platforms, and reporting tools using n8n as the integration layer. This is faster and cheaper than building custom Odoo integrations in Python, and easier to maintain because the logic is visible in a workflow diagram rather than buried in code. The n8n Odoo node uses Odoo’s XML-RPC API and supports all standard and custom models. You can create, read, update, and delete records in any Odoo model — contacts, leads, invoices, products, stock moves, manufacturing orders, and more. It works with both Odoo Community and Enterprise editions, and supports both cloud-hosted (Odoo.sh) and self-hosted instances.
  • Customer Datastore (n8n training)

    Customer Datastore (n8n training)

    Customer Datastore is a built-in n8n training node that provides sample customer data for learning and prototyping workflows. It ships with every n8n installation and outputs a small dataset of fictional customer records — names, emails, and basic attributes — so you can practice building workflows without needing to connect a real database or API first. People new to n8n use this node as a starting point for learning how data flows between nodes. Instead of setting up a database connection or API credentials just to test a concept, you drop in the Customer Datastore node and immediately have structured data to work with. It is particularly useful for trying out data transformation nodes, conditional logic, loops, and output formatting before applying those patterns to production systems. At Osher, we use the Customer Datastore node during n8n consulting sessions and training workshops. When we are showing a client how to build a lead routing workflow or a customer notification system, we start with this node so the focus stays on the automation logic rather than credential setup. Once the workflow pattern is proven, we swap the Customer Datastore for real data sources like CRMs, databases, or API endpoints. The node requires no configuration or credentials. It simply outputs a predefined set of customer records that you can filter, transform, and route through your workflow. Think of it as sample data that is always available — useful for prototyping, demonstrating concepts, and testing node configurations before going live.
  • Brevo

    Brevo

    Brevo (formerly Sendinblue) is an all-in-one marketing platform covering email campaigns, transactional emails, SMS messaging, and CRM. The n8n Brevo node lets you automate contact management, trigger email sends, update subscriber lists, and sync customer data between Brevo and your other business systems without manual imports or exports. Marketing and operations teams use this integration to keep their contact data clean and their communications timely. When a new lead fills out a form on your website, an n8n workflow can add them to the right Brevo list, tag them based on their enquiry type, and trigger a welcome email sequence — all within seconds. When a customer makes a purchase, another workflow can update their Brevo profile with order details and move them into a post-purchase nurture campaign. Osher helps organisations build sales automation workflows that connect Brevo to CRMs, e-commerce platforms, and internal databases. We set up real-time contact syncing so your email lists always reflect the latest customer data. A common pattern we build is a lead scoring pipeline: form submissions and website activity flow into n8n, get scored against qualification criteria, and then update Brevo contact attributes and list memberships so the right campaign reaches the right person. The n8n node supports contacts, lists, email sending (both transactional and campaign), and event tracking. It works with Brevo’s v3 API and handles pagination for bulk operations, making it practical for both small lists and databases with tens of thousands of contacts.