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CRM & Sales

Articles, blogs, guides and how-tos about business process automation.

  • Pipedrive Trigger

    Pipedrive Trigger

    Pipedrive Trigger is the event-driven component of the Pipedrive CRM integration, enabling real-time responses to changes in your sales pipeline. When a deal moves stages, a contact is added, an activity is completed, or any other pipeline event occurs, the trigger fires and starts an automated workflow immediately. Sales teams and revenue operations managers use Pipedrive triggers to eliminate manual follow-up tasks and ensure nothing falls through the cracks during the sales process. Instead of relying on salespeople to remember every step after updating a deal, automations handle the downstream actions instantly — sending follow-up emails, notifying team members, updating external systems, or creating tasks in project management tools. At Osher, we build Pipedrive trigger workflows that connect your sales pipeline to every other system your team relies on. A deal reaching the ‘Won’ stage can automatically generate an onboarding project in Asana, create an invoice in Xero, add the customer to a Mailchimp welcome sequence, and notify the delivery team in Slack — all from a single pipeline update. We also use triggers for pipeline hygiene, flagging stale deals, sending manager alerts for high-value opportunities, and syncing deal data with reporting dashboards. Our sales automation services are designed to make your CRM the single source of truth that drives action across your entire organisation.
    Pipedrive Trigger consultants
  • HubSpot Trigger

    HubSpot Trigger

    HubSpot Trigger is an automation node that fires whenever specific events occur in your HubSpot CRM. It detects new contacts, deal stage changes, form submissions, company updates, and other CRM events in real time, then passes that data into your workflow for processing. Marketing and sales teams use it to build instant-response automations that act the moment something changes in HubSpot. Practical use cases include triggering personalised email sequences when a contact reaches a certain lifecycle stage, notifying sales reps the instant a deal moves to a new pipeline stage, syncing HubSpot form submissions to external databases, and creating tasks in project management tools when deals close. The trigger removes the delay between a CRM event and the action your team needs to take. Osher builds sales automation workflows that respond to HubSpot events within seconds. We connect your CRM triggers to email systems, Slack notifications, quoting tools, and onboarding workflows so nothing falls through the cracks between deal stages. When a lead fills out a form, books a call, or moves through your pipeline, the right follow-up actions happen automatically without your team needing to remember or manually initiate them.
    HubSpot Trigger consultants
  • Salesforce

    Salesforce

    Salesforce is the world’s most widely adopted CRM platform, used by sales, marketing, and service teams to manage customer relationships, track deals, and run business processes. The Salesforce node connects your automation workflows directly to Salesforce objects like Leads, Contacts, Accounts, Opportunities, and Cases, letting you create, read, update, and delete records programmatically. Automation use cases span the entire customer lifecycle. Marketing teams push qualified leads from web forms and ad platforms into Salesforce. Sales teams automate deal stage updates, task creation, and follow-up reminders. Support teams route incoming cases, escalate based on SLA rules, and sync resolution data back to customer records. The Salesforce node eliminates the repetitive data entry that eats into selling time. Osher designs sales automation systems that put Salesforce at the centre of your revenue operations. We connect your CRM to lead sources, communication tools, quoting systems, and reporting dashboards so data flows automatically between systems. Our clients typically see their sales teams spend less time on admin and more time on actual selling, because the manual CRM updates and cross-system data transfers happen in the background.
    Salesforce consultants
  • Google Contacts

    Google Contacts

    The Google Contacts node in n8n lets you create, read, update, and delete contacts in a Google account programmatically. You can search contacts, manage contact groups (labels), update phone numbers and email addresses, and sync contact data between Google Workspace and your other business systems — all without manual data entry in the Google Contacts interface. This node is most useful for businesses that use Google Workspace as their primary email and calendar platform and need contact data to stay in sync with a CRM, marketing tool, or customer database. Without automation, teams end up with contacts scattered across Google, their CRM, and various spreadsheets — with no single source of truth. The n8n Google Contacts node fixes this by keeping contact records consistent across systems automatically. At Osher, we use the Google Contacts node as part of larger contact management and CRM sync workflows. Common builds include pushing new CRM leads into Google Contacts so they appear in Gmail and Calendar, syncing updated phone numbers and email addresses bi-directionally between Google and a CRM, automatically labelling contacts based on deal stage or customer segment, and cleaning up duplicate contacts on a scheduled basis. If your team wastes time manually updating contact details across multiple platforms, our system integration services can automate the sync and give you a single, accurate contact database.
    Google Contacts consultants
  • WhatsApp Business Cloud

    WhatsApp Business Cloud

    WhatsApp Business Cloud is Meta’s official API for sending and receiving WhatsApp messages at scale. Unlike the basic WhatsApp Business app (which is tied to a single phone), the Cloud API lets businesses send template messages, respond to customer-initiated conversations, share product catalogues, process payments, and build interactive message flows with buttons and list menus — all through a programmable API that integrates with your existing systems. The n8n WhatsApp Business Cloud node connects this API to your automation workflows. It can trigger a workflow when a customer sends a message, send template messages (order confirmations, appointment reminders, shipping updates), and respond to incoming queries by routing them to AI chatbots, CRM records, or human agents based on the message content. For Australian businesses, WhatsApp is particularly valuable for communicating with international customers and suppliers, especially in the Asia-Pacific region where WhatsApp usage is dominant. At Osher, we build WhatsApp Business Cloud automations for clients who need to handle customer conversations at scale without adding headcount. Typical builds include automated appointment booking flows, order status lookups triggered by a customer message, AI-powered first-response bots that handle common questions and escalate complex ones to staff, and CRM-integrated conversation logging so your sales team sees every WhatsApp interaction in their pipeline. If your team is drowning in WhatsApp messages or manually copying information between WhatsApp and your business systems, our business automation services can connect WhatsApp to the rest of your stack and automate the repetitive parts.
    WhatsApp Business Cloud consultants
  • ActiveCampaign

    ActiveCampaign

    ActiveCampaign is a customer experience automation platform that combines email marketing, marketing automation, sales CRM, and transactional email into a single tool. It is used by over 180,000 businesses globally to send targeted email campaigns, score and route leads, build multi-step automation sequences, and track deal pipelines. The platform stands out for its automation builder, which uses a visual drag-and-drop interface to create conditional workflows triggered by subscriber behaviour, site visits, purchases, or custom events. For Australian businesses running complex customer journeys across email, SMS, and web, ActiveCampaign is a strong mid-market choice that sits between basic tools like Mailchimp and enterprise platforms like HubSpot or Marketo. Its native CRM module tracks deals through custom pipelines, while its machine learning features (predictive sending, win probability scoring) help sales and marketing teams focus effort where it counts. At Osher, we integrate ActiveCampaign with n8n workflows to build automations that go well beyond what the platform can do on its own. Common builds include syncing ActiveCampaign contacts bi-directionally with external databases, triggering deal stage updates from form submissions or payment events, and pushing lead scores into Slack for real-time sales alerts. If your team is spending hours on manual list management or chasing cold leads, our sales automation services can connect ActiveCampaign to the rest of your tech stack and eliminate the busywork.
    ActiveCampaign consultants
  • Pipedrive

    Pipedrive

    Pipedrive is a sales CRM built around the visual pipeline — deals are shown as cards moving through customisable stages from initial contact to closed-won. Unlike broader CRM platforms that try to do everything (marketing, support, operations), Pipedrive focuses specifically on helping salespeople track deals, manage contacts, schedule follow-up activities, and see their pipeline at a glance. It is popular with small-to-medium sales teams because the interface is straightforward and the setup is fast. The problem Pipedrive solves is deal visibility. When sales reps track prospects in spreadsheets, sticky notes, or their heads, deals get forgotten, follow-ups get missed, and managers have no reliable forecast. Pipedrive gives every deal a visible position in the pipeline with a clear next action, and it flags deals that are stalling or overdue. For automation, Pipedrive has a comprehensive REST API. The n8n Pipedrive node supports creating and updating deals, contacts (persons and organisations), activities, notes, and leads. You can also use Pipedrive’s webhook triggers to start n8n workflows when deals move stages, contacts are created, or activities are completed. This means sales-related events in Pipedrive can trigger actions in other systems automatically. Osher integrates Pipedrive into sales automation workflows that eliminate manual data entry and ensure follow-ups happen on time. We also connect Pipedrive to other business systems as part of broader system integration projects — syncing deal data with accounting, project management, and communication tools.
    Pipedrive consultants
  • HubSpot

    HubSpot

    HubSpot is a CRM and marketing platform that manages contacts, deals, companies, tickets, and marketing campaigns in one place. In n8n, the HubSpot node connects your CRM data to the rest of your tech stack, allowing you to automate lead management, deal pipeline updates, contact syncing, and customer communication workflows. The n8n HubSpot node supports operations across HubSpot’s core objects. You can create, update, get, and delete contacts, deals, companies, and tickets. You can also manage engagement activities (emails, calls, meetings, notes), work with lists, and update deal stages in your pipeline. The node uses HubSpot’s v3 API with OAuth2 or API key authentication. The most common problem we see is CRM data sitting in isolation. Leads come in from the website but nobody follows up quickly. Deal stages update in HubSpot but the team does not get notified. Customer data exists in HubSpot and the accounting system but the two are not synced. The HubSpot node in n8n fixes this by connecting HubSpot to your other tools: when a form submission creates a contact, automatically enrich it with data from other sources. When a deal moves to “Closed Won”, trigger an onboarding workflow in your project management tool. At Osher, HubSpot integration is one of our most-requested projects. Our sales automation team connects HubSpot to accounting software, project management tools, and communication platforms for Australian businesses. We also build AI-powered agents that enrich HubSpot contact data, score leads, and automate follow-up sequences based on deal pipeline activity.
    HubSpot consultants
  • Salesmaa

    Salesmaa

    Salesmaa is a sales engagement platform that automates outbound prospecting, follow-up sequences, and pipeline tracking for sales teams. It combines contact management with automated email sequences, call logging, and deal tracking in a single interface, so reps spend less time on admin and more time closing. The core problem Salesmaa solves is fragmented sales tooling. Most small and mid-sized sales teams juggle a CRM, a separate email tool, a dialler, and a spreadsheet for pipeline tracking. Salesmaa consolidates these into one platform with built-in automation: you set up email sequences that trigger based on prospect behaviour, log calls automatically, and move deals through pipeline stages without manual data entry. At Osher, we connect Salesmaa to the rest of your tech stack so data flows automatically between your sales platform, marketing tools, and reporting systems. Using n8n, we build workflows that sync Salesmaa contacts with your email marketing platform, push closed deals to your invoicing system, and send pipeline updates to Slack or Teams. If your sales process involves repetitive manual steps, our sales automation team can design workflows that remove the busywork and keep your CRM data accurate without requiring reps to update records manually.
    Salesmaa consultants
  • Convi

    Convi

    Convi is an AI-powered conversation intelligence platform built for sales teams. It records, transcribes, and analyses sales calls to give managers and reps actionable insights about what works and what does not in customer conversations. Instead of relying on reps to self-report how calls went, Convi provides objective data: talk-to-listen ratios, keyword usage, sentiment shifts, objection handling, and adherence to sales methodology. The problem Convi addresses is that most sales managers have no visibility into what actually happens on calls. They rely on CRM notes (often incomplete) and win/loss reports (too late to fix anything). Convi gives them the ability to review real conversations, identify coaching opportunities, and spot patterns across the entire team without sitting in on every call. Key features include: Automatic call recording and transcription for sales conversations AI-powered analysis of talk-to-listen ratios, keywords, and objection handling Sentiment analysis tracking customer engagement throughout each call Customisable scorecards for evaluating calls against your sales methodology Deal intelligence with risk indicators based on conversation patterns CRM integration for automatic call logging and note attachment Team performance dashboards comparing reps and tracking improvement Convi is used by B2B sales teams, call centres, and any revenue organisation that wants to improve win rates through better conversations. At Osher Digital, our sales automation team integrates Convi with CRM platforms and coaching tools, so call insights feed directly into deal records, manager dashboards, and training workflows without reps doing extra admin.
    Convi consultants
  • echowin

    echowin

    echowin is an AI-powered phone system that answers business calls automatically using conversational AI. Rather than routing callers through frustrating touch-tone menus or letting calls ring out after hours, echowin uses natural language understanding to have actual conversations with callers, answer common questions, take messages, and route calls to the right person. The problem echowin solves is missed calls and poor phone experiences. Small and mid-sized businesses lose potential customers every time a call goes to voicemail or a caller gives up navigating an IVR menu. echowin replaces those outdated systems with an AI receptionist that sounds natural, understands context, and handles routine enquiries without human intervention. Key features include: AI-powered virtual receptionist that answers calls 24/7 Natural language call handling instead of rigid IVR menus Intelligent call routing to the right department or staff member Call transcription and summary delivered via email or CRM SMS follow-up capabilities after calls Integration with CRM systems for automatic contact logging Custom call flow configuration without coding echowin is a strong fit for professional services firms, medical practices, trades businesses, and any company where missed calls directly translate to lost revenue. At Osher Digital, our business automation team configures echowin alongside CRM and scheduling tools, so calls are not just answered but logged, followed up, and tracked through your sales pipeline automatically.
    echowin consultants
  • Better Proposals

    Better Proposals

    Better Proposals is a proposal management platform that helps sales teams create, send, and track business proposals. It replaces the manual process of building proposals in Word or Google Docs with a web-based editor, pre-built templates, digital signatures, and real-time tracking that shows when a prospect opens, reads, and signs a proposal. The problem Better Proposals solves is the friction in the proposal stage of the sales cycle. Sales teams spend hours formatting documents, chasing signatures, and guessing whether a prospect has even looked at their proposal. Better Proposals streamlines this by providing branded templates, embedded payment collection, and analytics that show exactly which sections a prospect spent time on and when they viewed the document. At Osher, we integrate Better Proposals into broader sales workflows as part of our sales automation services. Common projects include connecting Better Proposals with CRM systems (HubSpot, Salesforce, Pipedrive) so that proposals are generated from deal data and proposal outcomes automatically update deal stages. We also build automated follow-up sequences triggered by proposal engagement signals through our business automation practice, such as sending a follow-up email when a proposal has been viewed but not signed within a set timeframe.
    Better Proposals consultants

  • Salesmsg

    Salesmsg is a business text messaging platform that lets teams send and receive SMS and MMS messages using their existing business phone numbers. It sits in the gap between personal texting (which doesn’t scale and can’t be tracked) and email (which most people ignore when they need a quick response). For sales teams, support desks, and appointment-based businesses, text messaging gets response rates that email simply can’t match. The problem most businesses run into with Salesmsg is that it works in isolation. A sales rep sends a text, gets a reply, but that conversation doesn’t show up in the CRM. A support ticket gets resolved over SMS, but the help desk software has no record of it. Appointment reminders go out, but there’s no automated follow-up if the customer doesn’t confirm. We integrate Salesmsg with your CRM, help desk, scheduling tools, and internal systems using n8n workflows. When a lead fills out a form, they get a text within seconds. When a customer replies to an appointment reminder, the response updates your booking system automatically. Every conversation is logged in your CRM so nothing falls through the cracks. If your team communicates with customers over SMS, connecting Salesmsg to your sales automation stack turns ad-hoc texting into a trackable, automated channel.
    Salesmsg consultants
  • LIME Go

    LIME Go

    LIME Go is a B2B sales prospecting and intelligence platform used by sales teams to find, qualify, and track potential customers. It pulls company data from public registries and enriches it with financial information, industry classification, and contact details, giving salespeople a shortlist of prospects that actually match their ideal customer profile instead of working from stale spreadsheets. Where most teams hit a wall with LIME Go is getting that prospecting data into their CRM, email sequences, or reporting tools without manual copy-paste. A sales rep finds a good lead in LIME Go, but then has to re-enter it in HubSpot or Salesforce, add it to an email sequence, and log the activity somewhere else. Each handoff is a place where leads fall through the cracks. We connect LIME Go to your CRM, email outreach tools, and internal systems using n8n workflows and API integrations. When a sales rep qualifies a prospect in LIME Go, it can automatically create a contact in your CRM, add them to the right email sequence, and notify the account owner — all without switching tabs. If you’re looking to tighten up your sales automation pipeline, connecting your prospecting tool to the rest of your stack is one of the highest-impact changes you can make.
    LIME Go consultants
  • WhatConverts

    WhatConverts

    WhatConverts is a lead tracking and marketing attribution platform that tells you exactly which marketing channels, campaigns, and keywords are generating your phone calls, form submissions, and live chat conversations. It answers the question every business owner asks their marketing agency: “Where are my leads actually coming from?” The problem WhatConverts solves is attribution blindness. Most businesses know how many leads they’re getting, but they can’t tell you which Google Ads campaign, which landing page, or which organic keyword drove each one. Without that information, marketing spend gets allocated on gut feel rather than data. WhatConverts tracks leads across phone calls (using dynamic number insertion), web forms, live chats, and e-commerce transactions, tying each one back to the source. Call tracking is the standout feature. WhatConverts assigns unique phone numbers to different marketing channels and swaps them dynamically on your website based on how each visitor arrived. When someone calls, you know whether they came from Google Ads, organic search, Facebook, or a direct visit. Calls can be recorded and transcribed, and leads can be qualified and valued directly in the platform. We connect WhatConverts to CRMs and reporting dashboards using n8n, so lead data flows automatically into Salesforce, HubSpot, or whatever your sales team uses. If you’re spending money on marketing but can’t tie specific leads back to specific campaigns, our sales automation services can help you get proper attribution in place.
    WhatConverts consultants

  • Reverse Contact

    Reverse Contact is an email lookup and enrichment service that takes an email address and returns information about the person behind it — their name, job title, company, social media profiles, and other publicly available data. It’s used by sales teams, recruiters, and marketers who need to turn a list of email addresses into actionable contact records. The typical scenario is lead enrichment. You’ve got a spreadsheet of email addresses from a webinar sign-up, a newsletter list, or inbound enquiries, but you don’t know much about the people. Reverse Contact fills in the gaps so your sales team can prioritise follow-ups based on job title, company size, or industry rather than contacting everyone blindly. Reverse Contact also does domain searches — give it a company domain and it returns associated email addresses — which is useful for account-based sales where you need to identify the right contacts at target companies. The tool has an API and bulk processing capabilities, which means it can be plugged into automated workflows. Using n8n, we connect Reverse Contact to CRMs like HubSpot or Pipedrive so that new leads are automatically enriched as they come in. A form submission on your website can trigger an instant lookup, and the enriched data lands in your CRM before your sales rep even sees the lead. If your sales process involves manual research on every inbound lead, our sales automation services can help you automate that step entirely.
    Reverse Contact consultants
  • Ortto

    Ortto

    Ortto (formerly Autopilot) is a marketing automation and customer data platform built for mid-market businesses. It combines email marketing, SMS campaigns, in-app messaging, and customer journey tracking in one platform, with a visual journey builder that lets you map out multi-step campaigns without writing code. The problem Ortto solves is the gap between basic email tools (like Mailchimp) and enterprise marketing clouds (like HubSpot Enterprise or Marketo). If you’ve outgrown simple email blasts but don’t need — or can’t afford — a full enterprise stack, Ortto sits in that middle ground. It handles audience segmentation, behavioural triggers, lead scoring, and multi-channel messaging at a price point that works for growing Australian businesses. Ortto’s customer data platform (CDP) component is what makes it more than just another email tool. It unifies customer data from your website, app, CRM, and other sources into individual profiles, so you can segment and trigger campaigns based on what people actually do, not just which list they’re on. Where we typically add value is connecting Ortto to the broader workflow. Using n8n, we pipe data between Ortto and your CRM, payment system, support desk, and internal tools — so marketing campaigns are triggered by real business events, not just time delays. A customer who lodges a support ticket doesn’t get a sales email the next day. If you want to connect Ortto into a bigger automation setup, our sales automation team can design the whole flow.
    Ortto consultants
  • Accelo

    Accelo

    Accelo is a business management platform built specifically for professional services firms — agencies, consultancies, IT providers, accountants, and similar businesses that bill for their time and expertise. It combines project management, time tracking, client communication, quoting, invoicing, and retainer management in one system, replacing the patchwork of spreadsheets, email, and disconnected tools that most services firms cobble together. The core problem Accelo addresses is visibility. In a typical services business, project status lives in one tool, time tracking in another, invoices in a third, and client emails in everyone’s inbox. Nobody has a clear picture of profitability per client, how much time is being written off, or which projects are running over budget. Accelo connects all of these into a single view, so business owners and project managers can see what’s actually happening rather than guessing. Accelo is Australian-founded (originally from Sydney), which means it handles GST, AUD billing, and Australian business workflows natively — something that trips up US-centric alternatives. It also has a built-in client portal, automatic email capture that links conversations to the right client and project, and retainer tracking that shows utilisation against agreed hours. We connect Accelo to other systems using n8n — syncing with accounting packages like Xero, pushing project updates to Slack, or pulling sales data from your CRM. If your services firm is losing track of billable hours or can’t see project profitability clearly, our integration services can help you get Accelo working with the rest of your stack.
    Accelo consultants
  • Reply

    Reply

    Reply.io is a sales engagement platform that automates multi-channel outbound prospecting. It lets sales teams build sequences that combine emails, LinkedIn actions, phone calls, and SMS into a single campaign, then tracks engagement and manages follow-ups automatically. The goal is to get prospects to respond without requiring a rep to manually send every touchpoint. The platform includes an AI writing assistant that generates and refines email copy, A/B testing for subject lines and message variants, and analytics that show open rates, reply rates, and bounce rates per sequence step. Reply also handles deliverability basics: email warm-up, sending limits, and bounce management to protect your domain reputation. Reply has an n8n node, which means you can connect it to the rest of your sales stack programmatically. Leads from your CRM or lead gen tools can be pushed into Reply sequences automatically. When a prospect replies positively, n8n can create a deal in your CRM, notify the rep on Slack, and pause the sequence. For outbound sales teams doing volume prospecting, Reply replaces the manual work of tracking who has been contacted, when to follow up, and across which channel. See how we build outbound sales automation.
    Reply consultants
  • Myphoner

    Myphoner

    Myphoner is a cold calling CRM designed for outbound sales teams that work phone-heavy pipelines. Unlike full-featured CRMs that try to do everything, Myphoner focuses on one thing: making it easy for callers to work through a lead list efficiently, log outcomes, and schedule follow-ups without getting bogged down in admin. The platform uses a queue-based system. Leads are distributed to callers automatically based on priority rules you set — geography, lead score, time since last contact, or round-robin. When a caller finishes one call, the next lead loads immediately. This removes the dead time between calls where reps would otherwise be scrolling through spreadsheets deciding who to ring next. Myphoner tracks call outcomes, follow-up schedules, and conversion rates per rep and per campaign. It integrates with VoIP providers for click-to-call, and its API and webhook support mean you can connect it to your main CRM, email platform, or n8n workflows. For teams where outbound calling is a core activity rather than a side task, Myphoner keeps reps focused on conversations instead of data entry. See how we automate sales workflows for outbound teams.
    Myphoner consultants
  • Totango

    Totango

    Totango is a customer success platform designed for SaaS and subscription businesses that need to track customer health, reduce churn, and find expansion opportunities inside their existing accounts. Rather than relying on gut feel, Totango aggregates usage data, support tickets, billing information, and CRM records into a single customer health score. The platform uses “SuccessPlays” — automated playbooks that trigger specific actions when a customer’s health score changes. If a key account stops logging in, a SuccessPlay can alert the account manager and queue a check-in email. If usage spikes after onboarding, a different play can trigger an upsell conversation. This turns reactive customer management into something more structured and repeatable. Totango integrates with CRMs like Salesforce and HubSpot, support platforms like Zendesk, and billing tools like Stripe. Through n8n, you can extend these integrations further — syncing health scores to custom dashboards, triggering workflows in other systems based on segment changes, or pushing Totango data into a data warehouse. Our integration team can connect Totango to whatever your customer success team actually uses day-to-day.
    Totango consultants
  • Salesforce Trigger

    Salesforce Trigger

    The Salesforce Trigger node in n8n fires your automation workflows whenever a record is created, updated, or deleted inside Salesforce. Instead of polling on a schedule or manually exporting CSVs, the trigger watches your Salesforce org in near-real-time and passes the changed record straight into n8n for processing. This matters because most businesses running Salesforce still rely on someone copying data between systems by hand, or on brittle point-to-point integrations that break when fields change. The Salesforce Trigger node removes that bottleneck. A new opportunity hits “Closed Won”? n8n can instantly update your invoicing system, notify the delivery team in Slack, and log the deal in your data warehouse, all without a developer writing Apex code. At Osher, we use the Salesforce Trigger node in client projects where CRM data needs to flow into downstream systems the moment it changes. Whether you are syncing contacts to a marketing platform, routing support cases to the right queue, or pushing deal data into a BI tool, this node is the starting point for reliable Salesforce automation. If you want help connecting Salesforce to the rest of your tech stack, take a look at our system integrations service.
    Salesforce Trigger consultants
  • crowd.dev

    crowd.dev

    crowd.dev is an open-source community intelligence platform that pulls activity data from developer and user communities across platforms like GitHub, Discord, Slack, Twitter, LinkedIn, Stack Overflow, and forums into a single unified view. It identifies community members, tracks their engagement across channels, and scores them based on activity — giving you a clear picture of who your most active contributors, potential champions, and at-risk members are. For companies that rely on community-led growth — SaaS products with developer communities, open-source projects, or platforms with active user forums — understanding community health is critical but difficult when activity is spread across a dozen platforms. crowd.dev consolidates all of that into one place with identity resolution, so ‘jsmith’ on GitHub, ‘John S.’ on Discord, and ‘[email protected]’ in your CRM are recognised as the same person. The n8n crowd.dev node lets you automate actions based on community data. You can build workflows that notify your team in Slack when a high-value community member opens their first GitHub issue, automatically add active contributors to your CRM as leads, trigger personalised outreach when someone’s engagement drops off, or generate weekly community health reports with member counts and engagement trends. If you are looking to build automated workflows around your community data, our system integration services can help you connect crowd.dev with your CRM, marketing tools, and internal communication platforms to turn community signals into business actions.
    crowd.dev consultants
  • Uplead

    Uplead

    UpLead is a B2B prospecting platform that gives sales teams access to a database of verified business contacts, complete with email addresses, phone numbers, company details, and technographic data. It is designed for outbound sales — finding the right people at the right companies and getting accurate contact details so your outreach actually lands. The core problem UpLead addresses is data quality. Sales teams waste significant time chasing bounced emails, outdated job titles, and disconnected phone numbers. UpLead verifies emails in real time before you export them, which typically keeps bounce rates under 5%. You can filter prospects by industry, company size, revenue, technology stack, job title, and location to build targeted lists rather than blasting generic outreach. With the n8n UpLead node, you can automate your prospecting pipeline. A practical workflow might pull new leads from UpLead based on your ideal customer profile, enrich them with additional data, push them into your CRM with the right tags and owner assignments, and trigger a personalised email sequence — all without manual data entry. You can also use UpLead’s enrichment API to fill in missing fields on existing contacts in your database. If your sales team is spending too much time on manual prospecting and data cleanup, our sales automation services can help you build workflows that connect UpLead to your CRM and outreach tools for a more efficient pipeline.
    Uplead consultants
  • Drift

    Drift

    Drift (now part of Salesloft) is a conversational marketing and sales platform. It places a chatbot and live chat widget on your website that engages visitors in real time, qualifies leads through automated conversation flows, and books meetings directly into your sales team’s calendars. The goal is to convert website visitors into sales conversations without making them fill out a form and wait for a follow-up email. Drift’s chatbot (called a “playbook”) can be configured with branching conversation logic based on visitor attributes like company size, page visited, or UTM source. It integrates with Salesforce, HubSpot, Marketo, and other CRMs to enrich visitor profiles and route conversations to the right sales rep. The platform also includes video messaging, email sequencing, and analytics on conversation-to-meeting conversion rates. For B2B businesses running paid traffic or inbound marketing campaigns, Drift addresses a common problem: visitors land on your site, browse for a minute, and leave without converting. A well-configured chatbot can catch those visitors at the right moment and start a conversation that leads to a booked meeting. Drift’s API and webhook support means you can also feed conversation data into your analytics stack or trigger workflows in n8n when a lead is qualified. If you want to connect Drift to your CRM and marketing automation tools as part of a broader sales pipeline, our sales automation team can design that for you.
    Drift consultants
  • Orbit

    Orbit

    Orbit was a community analytics and CRM platform designed for developer relations, open-source maintainers, and community-led growth teams. It tracked member activity across platforms like GitHub, Discord, Twitter, and Discourse, and consolidated it into a single timeline view with engagement scoring and segmentation tools. Note: Orbit was acquired by Postman in 2023 and the standalone product has been sunset, but the n8n Orbit node remains available for teams that still have active instances or need to migrate data out. The n8n Orbit node connects community data to your broader business systems. It can pull member profiles, activity logs, and engagement metrics from Orbit and push them into your CRM, email platform, or analytics tools. For teams that used Orbit to track developer community engagement, this is useful for syncing community activity with sales pipeline data — identifying which community members are also prospects, which open-source contributors work at target accounts, or which engaged community members might be candidates for a customer advisory board. Even with Orbit’s sunset, the integration patterns are still relevant. Community-led growth teams need to connect community activity data to their CRM and marketing tools, regardless of which community platform they migrate to. The workflows we build with the Orbit node are easily adapted to alternatives like Common Room or custom community tracking setups. If you need to migrate data out of Orbit, sync community activity with your CRM, or build similar community analytics workflows with a different platform, our data processing team can help.
    Orbit consultants
  • Freshworks CRM

    Freshworks CRM

    Freshworks CRM (formerly Freshsales) is a sales CRM platform that handles contact management, deal tracking, email sequences, phone calls, and pipeline reporting. It is part of the broader Freshworks suite alongside Freshdesk, Freshservice, and Freshmarketer, which means it integrates well within that ecosystem but often needs help connecting to tools outside of it. The n8n Freshworks CRM node lets you automate the data entry and pipeline management tasks that eat into your sales team’s day. When a lead fills out a form on your website, n8n can create or update a contact in Freshworks CRM, assign it to the right sales rep based on territory or lead source, and kick off an automated email sequence — all without anyone manually entering data. When a deal moves to a new stage, n8n can update your forecasting spreadsheet, notify the delivery team, or trigger an invoicing workflow. Where n8n adds the most value is connecting Freshworks CRM to the non-Freshworks tools in your stack. Your marketing team might use Mailchimp, your support team might use a different helpdesk, and your accounting team might use Xero. n8n sits in the middle and keeps contact data, deal status, and activity history synchronised across all of them. If your sales team uses Freshworks CRM and you want to reduce manual data entry, automate lead routing, or sync CRM data with your other business tools, our sales automation team can build the workflows that make it happen.
    Freshworks CRM consultants
  • Zendesk

    Zendesk

    Zendesk is a customer support platform that manages support tickets, live chat, phone calls, and self-service knowledge bases from a single interface. It is widely used by support teams of all sizes to track customer issues from first contact through to resolution. Zendesk also includes reporting tools, SLA management, and customer satisfaction surveys to help teams measure and improve their support quality. The n8n Zendesk node lets you automate ticket operations — creating tickets from external sources, updating ticket fields, adding comments, assigning agents, and pulling ticket data into other systems. This is valuable for teams that need to connect their support workflow with CRMs, project management tools, billing systems, or internal communication channels. Instead of agents manually updating multiple systems, n8n handles the data flow between them. Osher builds Zendesk integrations for Australian businesses that want to reduce manual ticket handling and improve response times. Common projects include routing tickets based on customer tier, syncing ticket data with Salesforce or HubSpot, auto-creating Jira issues from bug reports, and building dashboards that combine Zendesk metrics with data from other sources. If your support team is doing repetitive admin work between systems, our integration team can automate those processes.
    Zendesk consultants