12 free templates

Sales & CRM Workflow Templates

These free sales automation templates move leads through your pipeline with AI scoring, CRM sync, and personalized outreach. Built on Heym, a self-hosted and source-available workflow platform, they let revenue teams qualify and follow up on leads automatically while keeping customer data in their own infrastructure.

lead scoring
CRM contact sync
cold email
LinkedIn outreach

Browse templates

Use cases

What you can automate with Sales & CRM templates

AI lead qualification

Score each inbound lead from 1 to 10 for fit, route hot leads to Slack, and log cold leads separately for nurture.

Cold email outreach

Read leads from Google Sheets, draft a personalized cold email per row with an LLM, and send each one automatically.

LinkedIn outreach

Enrich leads with job-change signals, personalize messages with AI, and trigger sequenced outreach.

CRM contact sync

Pull contacts from your CRM on a schedule, normalize field names, and upsert each record into a structured DataTable.

Popular Sales & CRM templates

AI Lead Qualification Agent

Submit lead details — an LLM scores the fit 1–10, routes hot leads to Slack, and logs cold leads separately.

Cold Email AI Outreach

Read leads from Google Sheets, craft a personalised cold email per row with an LLM, and send each one automatically.

Hyper-Personalized LinkedIn Sales Outreach

Read leads with LinkedIn job-change signals from Google Sheets, enrich via Apollo, personalise emails with AI, and send automatically.

CRM Contact Sync to DataTable

Pull contacts from your CRM on a daily schedule, normalise field names to a standard schema, and upsert each record into a Heym DataTable for downstream sales and ops workflows.

Browse all Sales & CRM templates

Pick a workflow, copy the JSON, and adapt the nodes for your team.

Why teams run Sales & CRM workflows on Heym

Heym is a source-available, self-hosted AI workflow platform and a modern alternative to n8n, Zapier, and Make.

Free and source-available

Released under MIT with a Commons Clause, with no per-task or per-execution pricing.

Self-hosted

Runs on your own infrastructure with Docker, so your data and credentials stay yours.

One-paste import

Copy a template JSON, paste it onto the canvas, and run it in minutes.

AI-native n8n alternative

Agent nodes, MCP tools, and built-in RAG on a visual workflow canvas.

Sales & CRM templates FAQ

Can AI qualify and score leads automatically?

Yes. The AI Lead Qualification Agent template scores each lead for fit, routes high-intent leads to Slack in real time, and stores the rest for follow-up, so reps spend time on the leads most likely to convert.

Can I customize a template after importing it?

Every node, prompt, credential, and connection is editable after import. Swap the model, change the trigger, add or remove tools, and rewire branches directly on the canvas without writing boilerplate.

How do I use one of these templates?

Open a template, copy its JSON, then paste it onto the Heym workflow canvas. It loads with every node and connection in place, so you can run it in minutes and adapt it to your own data.

Is Heym free and self-hosted?

Yes. Heym is source-available under an MIT license with a Commons Clause, so you can run every template on your own infrastructure with Docker. There is no per-task or per-execution pricing, and your data and credentials stay inside your environment.

Is Heym a good n8n alternative for these workflows?

Heym is a self-hosted, AI-native n8n alternative with a visual canvas, agent nodes, MCP tools, and built-in RAG. These templates run on the same canvas, so you get the flexibility of a node editor with first-class LLM and multi-agent support out of the box.

AI lead qualification agent guide AI agent use cases Browse all Heym nodes

Template categories

Explore other use cases

View all templates

Marketing & SEO

Content repurposing, social publishing, SEO research, analytics reporting, and audience monitoring for growth teams.

Customer Support

Email triage, FAQ replies, human approval checkpoints, inbox summaries, and customer escalation routing.

Legal & Compliance

Governed research, review checkpoints, policy-sensitive document handling, and audit-friendly agent workflows.

HR & Recruiting

Candidate search, resume-style ranking, recruiting summaries, interview preparation, and hiring pipeline automation.

Finance Ops

Invoice extraction, payment webhooks, receipt creation, pricing monitors, and finance data handoffs.

Document Ops

RAG ingestion, document Q&A, PDF and DOCX workflows, translation, file sharing, and structured extraction.

Data & Analytics

Spreadsheet enrichment, ETL-style syncs, schema remapping, BigQuery handoffs, and reporting pipelines.

Dev & IT Ops

Release monitoring, API reliability, code review, WebSocket alerts, RabbitMQ jobs, and internal tool workflows.

App Integrations

Connect Slack, Discord, Telegram, HTTP APIs, MCP tools, and external systems with reusable workflow patterns.

Personal Productivity

Personal assistants, briefing emails, meeting summaries, lightweight research, reminders, and daily automation.

Healthcare

Clinical-style triage examples, structured health summaries, specialist review patterns, and careful human oversight.

AI Agents

General LLM and agent workflows for classification, generation, evaluation, image creation, and text-to-workflow examples.

Agent Teams

Orchestrator, researcher, writer, validator, and specialist agent patterns for multi-step AI work.

Operations Automation

Scheduled checks, debounce steps, generic routers, async dispatchers, and repeatable business operations.

Agent Skills

Agent templates with bundled skills, custom tools, Python actions, and repeatable expert workflows.