InTouch Hub › For sales teams

For sales teams

214 items on the hub serve sales teams. Ready-to-run automations first, then the tools they build on.

Ready to run (21)

Install and go. Each one is a complete automation with its own schedule or trigger.

• workflow Appointment Reminder (Google Calendar) — Google Calendar-driven appointment reminders. Reads upcoming events directly from your Calendar (no CSV to maintain), sends 24-hour and 1-hour reminder emails to attendees, and tracks state in a Sheet so each event is reminded exactly once per window. Cross-platform (python runtime).
• workflow appointment-reminder — Send 24-hour and 1-hour appointment reminders via SMS/WhatsApp with confirm/cancel support
• workflow Better Than CAPTCHA — Guards a published contact address so you can delete the contact form. Header forensics reject forged mail, first-time senders confirm with one reply, and everything else is routed and digested. No puzzles, no third party, no account.
• workflow Calendly Booking Notify — Notify contacts of upcoming Calendly bookings.
• workflow Gmail Daily Digest — Fetch unread Gmail, categorize with AI, and deliver a styled HTML digest to your InTouch inbox.
• workflow HubSpot New Deal Alert — List HubSpot deals, summarize them into a digest, and alert the workflow's contacts.
• workflow Intake Response Tracker — Finds new client enquiries in Gmail, ages them, and flags any waiting longer than your response threshold. It does not reply, and it does not run a conflict check.
• workflow Mailchimp Campaign Report — Summarize recent Mailchimp campaign performance and notify contacts.
• workflow Proposal Drafter — Prices a scope from your rate card in code, then has the AI write the SOW prose around the computed figures and the discovery notes. The model never prices anything and never sees a rate it can change.
• workflow Quote Follow-up (Daily Check-in) — Finds QuoteLog rows where status is \"quoted\" and the RFQ came in more than N days ago without customer reply, sends a polite check-in email, and stamps the row \"followed-up\" so it doesn't repeat. Runs once daily. Zero AI cost.
• workflow RFQ Triage (Gmail → Sheets → Drive) — Triage incoming RFQ emails. AI-extracts customer/area/qty/material/processes/due, files attachments to a per-RFQ Drive folder, appends to a Sheets quote log, auto-replies to the customer in thread with a reference number, and notifies the estimator. Processes one RFQ per scheduled run.
• monitor Listing Change Watcher — Poll Gmail for MLS alert emails (price drops, status changes, new listings on saved searches). Classify each via Claude, log to a Google Sheet, and notify the agent. Inbound automation via Gmail.
• monitor Seminole Hard Rock Watch — Fetches upcoming Hard Rock Live shows at a configured Seminole Hard Rock property and uses an AI-arm to flag listings that look like good value relative to typical pricing for that venue.
• monitor Website Change Watch — Daily check of a webpage for content changes via the website-change tool. Notifies the owner when the page content has changed since the last check.
• skill Contract Clause Extractor — Extract key clauses (term, renewal, liability, termination) from contract text.
• skill customer-followup — Process customer responses to follow-up messages after service/purchase. Route positive feedback to review requests, negative feedback to the owner for immediate action.
• skill expense-tracker — Process expense receipts from any channel. Extract merchant, amount, date, category from receipt photos/PDFs. Enforce spending policies. Accumulate into expense reports. Submit for approval.
• skill Inbox Triage Judge — Decide whether a message sent to a published contact address is a person trying to reach the business or bulk outreach. Returns REACH, BULK or UNSURE with one line of reasoning, and errs toward letting people through.
• skill Lead Classifier — Score and classify an inbound sales lead from its profile/message; suggest next action.
• skill Meeting Notes Summarizer — Turn a raw meeting transcript into structured notes — action items with owners, decisions made, open questions, and key topics. Designed for the kinds of recordings Zoom, Teams, and OBS produce.
• skill Quote Estimator (Machine Shop) — Produce a rough first-pass quote estimate (setup, cycle, material, OSP, suggested price, lead time, confidence) for a machined or fabricated part. Starting point for a senior estimator's review — not a final quote.

Hand-built tools (66)

• hand-built ActiveCampaign — Manage contacts, deals, and automation pipelines in ActiveCampaign via the v3 REST API. Lists and creates the core CRM objects against your ActiveCampaign account.
• hand-built Affinity — Sync relationships, organizations, and deal lists in Affinity CRM via its REST API.
• hand-built Aircall — Manage calls, contacts, and phone numbers for sales teams via the Aircall REST API.
• hand-built Apollo — Search contacts, enrich leads, and trigger sequences via the Apollo.io REST API.
• hand-built beehiiv — beehiiv API — list publications, list and look up subscriptions, and create new subscriptions for a publication.
• hand-built Brevo — Send transactional and marketing email/SMS and manage contacts via the Brevo (Sendinblue) API.
• hand-built Calendly — List Calendly scheduled events and their invitees, and cancel events, via the Calendly API v2.
• hand-built Capsule CRM — Manage parties, opportunities, and tasks in Capsule CRM via its REST API v2.
• hand-built Chargebee — Read and create Chargebee data — customers, subscriptions, invoices — for recurring billing via the Chargebee REST API.
• hand-built Clearbit — Enrich emails and domains with company and person data via the Clearbit API. Supports person enrichment, company enrichment, combined person+company enrichment, and company name-to-domain lookup.
• hand-built Clearout — Verify email deliverability and find prospect emails via the Clearout API. Instant single-email verification, instant email finder by name + domain, and account credit balance.
• hand-built Close CRM — Manage leads, contacts, opportunities, and call logs in Close CRM via the Close REST API. Lists and creates the core CRM objects and logs calls against a lead.
• hand-built Constant Contact — Create and send email campaigns and manage contact lists via the Constant Contact v3 API.
• hand-built ConvertKit (Kit) — Tag subscribers and trigger broadcasts/sequences for creators via the ConvertKit (Kit) v4 API.
• hand-built Copper CRM — Sync people, companies, and opportunities in Copper CRM via its developer REST API.
• hand-built Crisp — Manage live-chat conversations, sessions, and people in Crisp via the Crisp REST API v1.
• hand-built Deal Finder — Search for deals on Craigslist and other classifieds via RSS/web scraping
• hand-built Dialpad — Place calls and pull call/SMS records for sales reps via the Dialpad REST API.
• hand-built DocuSign — Send, sign, and track sales contracts and envelopes via the DocuSign eSignature REST API.
• hand-built Drift — Manage conversations, contacts, and messages in Drift conversational support.
• hand-built Dropbox Sign — Request signatures and track signed sales documents via the Dropbox Sign (HelloSign) REST API. Sends signature requests from a file URL or a template, reads a signature request's status, and lists signature requests and templates.
• hand-built Dynamics 365 — Read and create Microsoft Dynamics 365 records — accounts, contacts, leads and opportunities — through the Dataverse Web API.
• hand-built EmailOctopus — Add subscribers and manage email campaigns via the EmailOctopus API.
• hand-built Freshchat — Manage messaging conversations, channels, and agents in Freshchat via the Freshchat REST API v2.
• hand-built Freshsales — Manage contacts, accounts, and sales deals in Freshsales (Freshworks CRM) via REST.
• hand-built Front — Manage shared inboxes, conversations, and comments in Front — the customer communication platform built for teams.
• hand-built GetResponse — Add contacts and trigger autoresponders and email marketing campaigns via the GetResponse API.
• hand-built Gong — Pull call recordings, transcripts, and deal-conversation analytics from Gong via the Gong v2 REST API.
• hand-built HelpCrunch — Manage chats, customers, and messages in HelpCrunch customer support platform.
• hand-built Helpwise — Manage shared-inbox conversations and contacts in Helpwise via the Helpwise REST API v1.
• hand-built Hiver — Manage Gmail-based shared-inbox conversations and tags in Hiver via the Hiver REST API v1.
• hand-built HubSpot — Read and write HubSpot CRM contacts, deals, and companies via the v3 objects API.
• hand-built HubSpot Service Hub — Manage support tickets and conversations via the HubSpot Service Hub tickets API.
• hand-built Hunter — Find and verify professional email addresses by domain via the Hunter.io API. Supports domain search, email finder, email verification, and account info.
• hand-built Insightly CRM — Create and update contacts, organisations, and opportunities in Insightly via its REST API v3.1.
• hand-built Instantly — Automate cold-email campaigns, leads, and inbox warmup via the Instantly.ai API (v2). Lists campaigns and sending accounts, adds leads to a campaign, lists emails, and enables or disables inbox warmup on a sending account.
• hand-built Intercom — Read and write Intercom contacts and conversations via the Intercom REST API.
• hand-built Iterable — Update user profiles and trigger cross-channel email/push/SMS campaign sends via the Iterable API.
• hand-built Keap — Manage contacts, orders, and campaigns in Keap (Infusionsoft) via its REST API.
• hand-built lemlist — Run cold-email campaigns and manage leads and sequences in lemlist via the lemlist REST API. Reads team and campaign data, lists campaign leads, and adds or removes leads from a campaign.
• hand-built LiveChat — Manage live chat conversations, agents, and HelpDesk tickets in LiveChat via the LiveChat Configuration API, Agent Chat API, and HelpDesk API.
• hand-built Mailchimp — Mailchimp Marketing API — manage audiences (lists), list members, and campaigns.
• hand-built Marketo — Sync leads, trigger smart campaigns, and pull activities via the Marketo (Adobe Marketo Engage) REST API.
• hand-built Monday — Query and create monday.com items via the monday.com GraphQL API.
• hand-built Moosend — Manage mailing lists and trigger email automation campaigns via the Moosend API.
• hand-built Nutshell — Manage leads, contacts, and sales activity in Nutshell CRM via its REST API — list and create leads, contacts, and activities.
• hand-built Olark — Retrieve operator and group information and update operator availability in Olark live chat via the Olark REST API v1.
• hand-built Omnisend — Sync e-commerce contacts and trigger email/SMS automations via the Omnisend API.
• hand-built Outreach — Manage prospects, sequences, and engagement data in Outreach via its REST API. Lists and creates prospects and lists sequences using the Outreach JSON:API v2 endpoints.
• hand-built PandaDoc — Generate, send, and track quotes and proposals via the PandaDoc REST API. Lists documents, reads document status/details, creates a document from a template, and sends a document for signature.
• hand-built Pipedrive — Manage deals, persons, organizations, and pipelines through the Pipedrive REST API.
• hand-built Re:amaze — Manage support conversations, messages, and contacts in Re:amaze.
• hand-built Recurly — Manage subscriptions, accounts, and invoices for recurring revenue via the Recurly API.
• hand-built Salesforce — Query and update leads, contacts, opportunities, and custom objects via the Salesforce REST and SOQL API.
• hand-built Salesloft — Drive sales cadences, people, accounts, and activity logging in Salesloft via its REST API.
• hand-built SendPulse — Send email campaigns, SMS, and web-push notifications and manage mailing lists via the SendPulse API.
• hand-built Shopify — Read Shopify products, orders and customers, and create products, through the Admin REST API.
• hand-built Smartlead — Run cold-email outreach sequences and manage campaigns via the Smartlead API. Lists and reads campaigns, creates new campaigns, adds leads to a campaign, and starts/pauses/stops a campaign.
• hand-built SugarCRM — Manage accounts, contacts, and opportunities in SugarCRM via its REST v11 API.
• hand-built tawk.to — Manage chats, tickets, and properties in tawk.to live chat via the tawk.to REST API v1.
• hand-built Tidio — Manage Tidio live chat conversations, contacts, and support tickets via the Tidio Public API.
• hand-built Trengo — Manage omnichannel inbox tickets, contacts, and messages in Trengo.
• hand-built Twilio — Send SMS messages and read message history via the Twilio REST API.
• hand-built Woodpecker — Manage prospects and automated cold-email outreach campaigns via the Woodpecker REST API.
• hand-built Zoho CRM — Create and update Leads, Contacts, and Deals in Zoho CRM via its v6 REST API.
• hand-built ZoomInfo — Enrich and search company and contact data via the ZoomInfo Enterprise (Enrich/Search) API.

Other tools (127)

Transcribed from each vendor’s published API specification — check the operations before you rely on one.

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