Marketing Ops96 workflowsCore in 62Enriched
HubSpot
CRM and marketing platform for campaigns, contacts, lifecycle data, and automation
HubSpot appears in B2B workflows when customer, lead, campaign, or lifecycle context is needed. It can provide CRM data, campaign enrollment, customer segments, lifecycle stages, and engagement context for AI-assisted marketing and sales execution.
Common uses
Campaign, lead, account, and opportunity evidenceCampaign, account, deal, and audience contextCRM, opportunity, subscription, and campaign stateLead, company, activity, routing, and lifecycle evidence
Team Collaboration54 workflowsCore in 12Enriched
Slack
Team communication source for insights, alerts, and workflows
Slack is used in B2B AI workflows as both an input source and a distribution channel. Marketing teams can mine internal conversations for content ideas, route alerts from automations, collect sales feedback, and deliver weekly reports back to the team where work already happens.
Common uses
Optional landing-page request and approval channelApproval requests, exception routing, and deal-team coordinationApproved internal discussion and signal sourceSeverity-based alerts and escalation
Sales Intelligence50 workflowsCore in 43Enriched
Gong
Revenue intelligence for sales calls, deals, and buyer signals
Gong is used in B2B workflows to turn sales calls, deal conversations, and buyer objections into usable marketing and sales intelligence. It is especially useful for mining real customer language, objection patterns, competitive mentions, and deal risks from call recordings.
Common uses
Call transcripts, evidence, and conversation historyConversation and seller follow-up evidenceOpportunity calls and evidence source excerptsCustomer call and outcome discovery
CRM35 workflowsCore in 28Enriched
Salesforce
CRM source for accounts, opportunities, and deal context
Salesforce is used as the CRM source of truth for accounts, contacts, opportunities, pipeline stages, closed-lost reasons, and campaign influence. In B2B workflows, it provides the deal context needed to generate one-pagers, analyze loss patterns, and prioritize sales enablement.
Common uses
Account, opportunity, stakeholder, and activity recordsAccounts, contacts, campaigns, and opportunitiesSource data, native configuration, governed actions, and measurementSource data, governed actions, and measurement
Sales & Outreach20 workflowsCore in 7Enriched
Apollo
Sales intelligence and outbound platform for prospecting and sequencing
Apollo is used in B2B workflows to find contacts, build prospect lists, enrich account data, and activate outbound sequences. It often connects research or personalization workflows to actual sales outreach.
Common uses
Verified business contacts and email activationProspect sourcing and contact dataOutbound sequence activationContact finding and email sending
Deal Support7 workflowsCore in 7Enriched
Dock
Digital sales rooms and buyer collaboration workspaces
Dock helps sales teams create digital sales rooms where buyers can view proposals, timelines, resources, mutual action plans, and onboarding materials in one shared workspace. It is useful for deal-support workflows and proposal follow-up.
Common uses
Buyer-facing mutual workspace and approved proof deliveryControlled buyer-facing evidence roomBuyer workspace and proposal roomDigital sales room and buyer engagement workspace
Email6 workflowsCore in 2Enriched
Gmail
Email sending and inbox workflow for lightweight outreach
Gmail is used to send individual emails, intro requests, follow-ups, and lightweight relationship messages. In B2B workflows, it often acts as the final human sending layer after AI has helped prepare research, drafts, and personalization.
Common uses
Scoped event message and thread sourceFollow-up email deliveryFollow-up email sendingManual meeting invite testing
Presentations5 workflowsCore in 2Enriched
Google Slides
Collaborative slide review and sales deck sharing
Google Slides is used to create, edit, and share presentations across teams. In B2B workflows, it helps marketers and sales teams review decks, package one-pagers, prepare internal readouts, and distribute sales-ready narratives.
Common uses
Executive, demo, and champion presentation assetsFinal deck editing and sharingFinal QBR deck editingFinal review and sales sharing
Meeting Intelligence5 workflowsCore in 5Enriched
Granola
AI notepad for meeting notes and follow-up workflows
Granola is an AI meeting notepad that captures conversations, enhances rough notes, and turns meetings into structured summaries, decisions, and follow-up material. It is useful for sales, customer research, recruiting, founder calls, and post-meeting workflows where teams need cleaner notes without losing context.
Common uses
Executive interview and meeting captureApproved meeting capture and transcript sourceCall notes and transcript captureExecutive call notes and transcript capture
Lifecycle Marketing4 workflowsCore in 2Enriched
Customer.io
Customer journey automation and lifecycle messaging
Customer.io helps teams build automated, data-driven customer journeys across email, push, SMS, and in-app channels. It is useful for lifecycle marketing workflows that need segmented messaging based on product behavior, account state, or customer data.
Common uses
Lifecycle journey and email metricsLifecycle messaging and triggersLifecycle email deliveryLifecycle message delivery
Forms & Lead Capture4 workflowsEnriched
Web3Forms
Simple form backend for static websites and landing pages
Web3Forms provides a lightweight form backend that lets teams capture submissions from static sites and no-code landing pages without building server-side form handling. It is useful for quick campaign pages where marketers need reliable lead capture, email notifications, and basic webhook-style routing.
Common uses
Optional fast embedded form and redirectLead capture and submission alertsEmbedded formsLightweight form capture
Sales Calls3 workflowsCore in 2Enriched
Sybill
AI sales call notes, summaries, and CRM follow-up insights
Sybill is an AI sales assistant for call summaries, follow-up notes, buyer insights, and CRM updates. Sales teams use it to reduce post-call admin, capture deal context, and turn conversations into next steps.
Common uses
Structured call notes and deal pain contextAI call notes and sales conversation intelligenceDiscovery call notes and buyer context
Sales Calls2 workflowsCore in 2Enriched
Attention
AI sales agents for follow-ups, CRM updates, and deal coaching
Attention captures sales conversations and uses AI to automate follow-ups, CRM updates, next steps, deal risk alerts, and coaching workflows. It is useful for sales-call workflows where conversation intelligence needs to turn into action.
Common uses
Sales conversation intelligence and CRM automationSales call AI, follow-ups, and coaching
Data Enrichment2 workflowsEnriched
Clearbit
B2B data enrichment and intent signals
Clearbit provides B2B enrichment data for records, forms, routing, segmentation, and account intelligence. It is useful for workflows that need firmographic data, shorter forms, lead scoring inputs, or visitor/account enrichment.
Common uses
Enrichment field validationFirmographic visitor enrichment
Partner Marketing2 workflowsCore in 2Enriched
Reveal
Partner account mapping and co-sell intelligence
Reveal helps partner and sales teams identify overlapping accounts with partners, uncover co-sell opportunities, and coordinate ecosystem revenue motions.
Common uses
Partner account mapping and co-sell intelligencePartner lead and account source
Sales & Outreach2 workflowsCore in 1Enriched
Unify
Intent signals and AI outbound plays in one GTM system
Unify is an outbound system of action that combines intent data, AI agents, prospect data, plays, and engagement workflows. Sales and growth teams can use it to identify accounts showing buying signals, trigger outbound plays, and coordinate follow-up across reps and CRM systems.
Common uses
Outbound sequencing and orchestrationWebsite intent signals and outbound plays
Email & Outreach1 workflowEnriched
Email
Standard email inbox and sending channel
Email is the standard channel for sending, receiving, and reviewing outbound messages, approvals, and internal workflow notifications. In these workflows it represents the actual inbox or sending system used after AI creates the draft or recommendation.
Common uses
Draft outbound delivery channel
Prospecting1 workflowCore in 1Enriched
Evaboot
Sales Navigator export, cleaning, and email enrichment
Evaboot helps sales teams export clean lead and account data from LinkedIn Sales Navigator and find professional emails. It is useful for lead research and prospecting workflows that start with Sales Navigator searches or saved lead lists.
Common uses
Sales Navigator export and lead enrichment
Sales & Outreach1 workflowEnriched
Hunter
Email discovery and verification for outreach workflows
Hunter is used to find and verify professional email addresses. In B2B workflows, it helps marketers and sales teams build cleaner outreach lists, identify contact paths, and reduce wasted effort from bad or missing email data.
Common uses
Email discovery and verification
Email Outreach1 workflowEnriched
Instantly
Cold email sending and sequencing for outbound campaigns
Instantly is used to run cold email sequences, manage sending infrastructure, and track outbound campaign performance. In B2B workflows, it helps activate prospect lists and personalized messages after research and enrichment are complete.
Common uses
Cold email sequencing and sending
Email Outreach1 workflowEnriched
Lavender
Email coaching and refinement for sales outreach
Lavender is used to improve sales emails, sharpen messaging, and coach reps on outreach quality. In B2B workflows, it helps refine objection responses, cold emails, and follow-ups after AI has drafted the initial version.
Common uses
Email objection response refinement
RevOps & Routing1 workflowEnriched
LeanData
Lead-to-account matching and revenue orchestration
LeanData helps revenue teams route, match, and manage leads, accounts, and buying groups across complex GTM motions. It is useful for RevOps workflows that need lead-to-account matching, territory routing, ownership logic, and operational QA.
Common uses
Lead-to-account routing logic
Email Outreach1 workflowEnriched
lemlist
Sales engagement and multichannel outbound sequences
lemlist is a sales engagement platform for running outbound sequences across email, LinkedIn, and other sales channels. It supports personalization, deliverability workflows, lead enrichment, campaign sequencing, and follow-up tracking. In B2B workflows, it is useful for sending targeted outreach, video follow-up, and segment-specific sales sequences.
Common uses
Video email follow-up sequences
Email Verification1 workflowEnriched
NeverBounce
Email verification and list cleaning
NeverBounce verifies email addresses and helps clean contact lists before outreach. Sales and marketing teams can use it to reduce bounces, protect sender reputation, and validate scraped or enriched lead data before CRM import.
Common uses
Email validation
Sales Intelligence1 workflowCore in 1Enriched
Wiza
Export and enrich leads from LinkedIn Sales Navigator
Wiza helps sales teams export and enrich prospect lists from LinkedIn Sales Navigator and other sources. It is commonly used for lead research, email discovery, and turning saved searches into structured prospecting lists.
Common uses
Lead export and contact enrichment
Email Verification1 workflowEnriched
ZeroBounce
Email verification for cleaner outbound lists
ZeroBounce is used to verify email addresses and reduce list quality issues before outreach. In B2B workflows, it helps teams protect deliverability, remove risky contacts, and improve campaign hygiene before sending sequences.
Common uses
Email verification
