17 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.

17 templates·Sales & CRM

Sticky Note

Cold Email AI Outreach

Read leads from Google Sheets, personalise each email with LLM, and send automatically.

Main path

WeekdayMorning -> ReadLeads -> IterateLeads -> PersonalizeEmail -> SendToLead -> SentCount

Sticky Note

Before you run

Connect Google OAuth and set your spreadsheet ID + sheet name on the ReadLeads node.
Add an SMTP credential to the SendToLead node.
Adjust the LLM system instruction to match your brand voice and offer.

WeekdayMorning

ReadLeads

IterateLeads

loop

done

PersonalizeEmail

GLM-4.7

SendToLead

SentCount

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Keep node labels stable if you update expressions that reference earlier outputs.

Cold Email AI Outreach

Sales & CRM

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

#Email#Outreach#Google Sheets

Sticky Note

AI Lead Qualification Agent

Score inbound leads with an LLM, route hot leads to Slack, and log cold leads for nurturing.

Main path

LeadInfo -> ScoreLead -> IsHotLead -> [true] HotLeadAlert -> HotLeadLogged

Sticky Note

Before you run

Update the ScoreLead system instruction with your ICP (industry, company size, role, use case).
Connect a Slack credential and set the correct channel on HotLeadAlert.
Adjust the score threshold in IsHotLead (default >= 7) to match your pipeline definition of hot.

LeadInfo

ScoreLead

GLM-4.7

IsHotLead

true

false

HotLeadAlert

HotLeadLogged

ColdLeadLog

Sticky Note

Live run checklist

Test both exits around IsHotLead before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check HotLeadAlert before sending alerts or messages to a live destination.

AI Lead Qualification Agent

Sales & CRM

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

#LLM#Lead Generation#Slack

Sticky Note

CRM Contact Sync to DataTable

Pull contacts from your CRM on a schedule, normalise fields to a standard schema, and upsert each record into a Heym DataTable.

Main path

DailySync -> FetchContacts -> IterateContacts -> MapContactRow -> SaveContact -> back to IterateContacts

Sticky Note

Before you run

Replace the FetchContacts URL with your CRM's contacts endpoint.
Add your CRM API key as a Bearer token in the FetchContacts headers field.
Update MapContactRow expression paths to match your CRM's response shape.

DailySync

FetchContacts

IterateContacts

loop

done

MapContactRow

SaveContact

SyncSummary

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Confirm the demo URLs and selectors still match the endpoint you want to monitor.

CRM Contact Sync to DataTable

Sales & CRM

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.

#CRM#HubSpot#Contact Sync

Sticky Note

Hyper-Personalized LinkedIn Sales Outreach

Sheets leads → Apollo enrichment → LLM email → send → Slack summary.

Main path

WeekdayMorning -> ReadLeads -> IterateLeads -> [loop] EnrichContact -> PersonalizeEmail -> SendOutreach -> IterateLeads

Sticky Note

Before you run

Connect a Google OAuth credential to ReadLeads. Columns needed: name, email, company, linkedin_url, job_signal.
Add your Apollo.io API key to the EnrichContact HTTP body (replace YOUR_APOLLO_KEY).
Add an SMTP credential to SendOutreach (Gmail app password or SendGrid).

WeekdayMorning

ReadLeads

IterateLeads

loop

done

EnrichContact

PersonalizeEmail

GLM-4.7

SendOutreach

SlackSummary

BatchDone

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check SlackSummary before sending alerts or messages to a live destination.

Hyper-Personalized LinkedIn Sales Outreach

Sales & CRM

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

#LinkedIn#Sales Outreach#Apollo

Sticky Note

Pipeline risk setup

Export or sync your CRM pipeline to Google Sheets.
Include owner, stage, amount, closeDate, lastActivityDate, and nextStep.
The condition looks for HIGH_RISK in the AI summary.
Test both condition branches before routing to a live sales channel.

dailyPipelineSchedule

readPipelineRows

findPipelineRisks

GLM-4.7

pipelineRiskCheck

true

false

postPipelineRiskAlert

pipelineRiskAlertResult

pipelineClearResult

Sticky Note

Live run checklist

Test both exits around pipelineRiskCheck before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check postPipelineRiskAlert before sending alerts or messages to a live destination.

Sales Pipeline Risk Slack Standup

Sales & CRM

Scan a pipeline sheet every morning, flag stalled or high-risk deals, and send a standup brief to Slack.

#Sales#CRM#Google Sheets

Sticky Note

Speed-to-lead setup

Map newInboundLead to your web form or CRM webhook.
Tune tone and offer in draftReply.
The condition looks for HOT_LEAD from scoreLead.
Add a human review step before sending if policy requires it.

newInboundLead

draftReply

GLM-4.7

sendAutoReply

scoreLead

GLM-4.7

hotLeadCheck

true

false

notifySales

hotLeadResult

leadScoreResult

Sticky Note

Live run checklist

Test both exits around hotLeadCheck before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check notifySales before sending alerts or messages to a live destination.

Speed-to-Lead Auto-Responder

Sales & CRM

Reply to every inbound lead within seconds with a personalized email, score the fit, and push hot leads to your sales channel.

#Sales#Lead Response#Speed to Lead

Sticky Note

ICP scoring setup

Use columns: company, domain, industry, employees, region, signals.
Define your ICP rules in scoreAgainstIcp.
The condition looks for STRONG_FIT.
Add an HTTP enrichment step before scoring if your rows are sparse.

icpScoreSchedule

readNewAccounts

scoreAgainstIcp

GLM-4.7

strongFitCheck

true

false

routeToSales

strongFitResult

icpScoreResult

Sticky Note

Live run checklist

Test both exits around strongFitCheck before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check routeToSales before sending alerts or messages to a live destination.

Account ICP Scoring & Routing

Sales & CRM

Score new accounts against your ideal customer profile on a schedule and route strong-fit accounts to the sales team in Slack.

#Sales#ICP#Lead Scoring

Sticky Note

Proposal setup

Fill proposalInput right after a discovery call.
Adjust the structure and tone in generateProposal.
The draft goes to the rep, not the client, by default.
Confirm scope and pricing before sending.

proposalInput

generateProposal

GLM-4.7

emailDraftToRep

proposalResult

AI Sales Proposal Generator

Sales & CRM

Turn a short post-call form into a structured, customer-ready proposal draft and email it to the rep for review.

#Sales#Proposal#Document

Sticky Note

Call notes setup

Paste a transcript or rough notes into callTranscript.
Tune the output structure in extractCallNotes.
Notes post to your sales channel for CRM logging.
Reps confirm next steps and CRM fields.

callTranscript

extractCallNotes

GLM-4.7

postCallNotes

callNotesResult

Sales Call Notes to CRM

Sales & CRM

Paste a sales call transcript and get a structured summary, action items, and next steps posted to your sales channel.

#Sales#CRM#Call Notes

Sticky Note

Opportunity finder setup

Use columns: account, plan, monthlyUsage, planLimit, renewalDate, healthScore.
Tune signal thresholds in findOpportunities.
The condition looks for UPSELL_OPPORTUNITY.
Keep the account team responsible for outreach.

opportunitySchedule

readAccounts

findOpportunities

GLM-4.7

opportunityCheck

true

false

notifyAccountTeam

opportunityResult

opportunityDigestResult

Sticky Note

Live run checklist

Test both exits around opportunityCheck before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check notifyAccountTeam before sending alerts or messages to a live destination.

Renewal & Upsell Opportunity Finder

Sales & CRM

Scan customer accounts on a schedule for renewal and upsell signals, then alert the account team about the best opportunities.

#Sales#Renewals#Upsell

Sticky Note

Meeting prep setup

Fill meetingDetails with title, attendees, objective, context.
Adjust the brief sections in buildPrepBrief.
The brief uses only the context you provide.

meetingDetails

buildPrepBrief

GLM-4.7

prepBriefResult

Meeting Prep Brief Generator

Personal Productivity

Turn a few details about an upcoming meeting into an agenda, key questions, and a prep checklist.

#Productivity#Meetings#Agenda

Sticky Note

RFP response team

Orchestrator -> RequirementsParser + SolutionWriter -> ComplianceReviewer.

Add an LLM credential to all four Agent nodes.
Paste the RFP text or key requirements.
Verify answers against real product capabilities.

rfpInput

Orchestrator

GLM-4.7

RequirementsParser

sub-agent

GLM-4.7

SolutionWriter

sub-agent

GLM-4.7

ComplianceReviewer

sub-agent

GLM-4.7

rfpDraft

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Replace sample values early so downstream expressions are validated with real data.
Keep node labels stable if you update expressions that reference earlier outputs.

RFP Response Agent Team

Agent Teams

An orchestrator runs a requirements parser, a solution writer, and a compliance reviewer to draft a structured first-pass RFP response.

#Multi-Agent#Orchestrator#RFP

Sticky Note

Before you run

Replace the provider directory endpoint.
Use de-identified referral records while testing.
Connect an LLM credential.
Choose a network operations Slack channel.
Select a DataTable for leakage findings.

ReferralExport

FetchNetworkDirectory

LeakageAgent

z-ai/glm-4.7

LeakageReviewGate

true

false

PostNetworkBrief

SaveLeakageRecord

ReferralLeakageResult

Sticky Note

Live run checklist

Test both exits around LeakageReviewGate before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check PostNetworkBrief before sending alerts or messages to a live destination.

Referral Leakage Network Optimizer

Healthcare

Analyze specialty referral records, find leakage patterns, and brief provider-network teams on retention opportunities.

#Healthcare#Referral Leakage#Provider Network

Sticky Note

Before you run

Replace both API endpoints.
Use read-only ERP and CRM tokens for the first run.
Connect an LLM credential on ReconciliationAgent.
Choose a RevOps Slack channel.
Select a DataTable for reconciliation history.

NightlyAccountSyncCheck

FetchErpAccounts

FetchCrmAccounts

ReconciliationAgent

z-ai/glm-4.7

MismatchReviewGate

true

false

PostRevOpsReview

SaveReconciliationLog

ReconciliationResult

Sticky Note

Live run checklist

Test both exits around MismatchReviewGate before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check PostRevOpsReview before sending alerts or messages to a live destination.

ERP CRM Account Reconciliation Agent

Sales & CRM

Compare ERP customers against CRM accounts, detect mismatched ownership or billing fields, and open a governed RevOps review queue.

#ERP#CRM#RevOps

Sticky Note

Before you run

Add HUBSPOT_ACCESS_TOKEN to the HubSpot MCP env.
Add BRAVE_API_KEY to the Brave Search MCP env.
Connect an LLM credential.
Choose a RevOps approval Slack channel.
Select a DataTable for enrichment audit rows.

AccountEnrichmentRequest

EnrichmentAgent

z-ai/glm-4.7

EnrichmentConfidenceGate

true

false

PostRevOpsApproval

SaveEnrichmentAudit

EnrichmentResult

Sticky Note

Live run checklist

Test both exits around EnrichmentConfidenceGate before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check PostRevOpsApproval before sending alerts or messages to a live destination.

RevOps Enrichment Waterfall Agent

Sales & CRM

Use HubSpot MCP and Brave Search MCP to enrich accounts, resolve duplicate records, and route only high-confidence updates.

#RevOps#HubSpot MCP#Brave Search MCP

Sticky Note

Before you run

Create a Product Catalog DataTable.
Include SKU, title, price, stock, materials, and URL columns.
Select the table in SearchProductCatalog.
Connect an LLM credential to ProductAdvisor.
Test budget, exclusion, and zero-match scenarios.

ShopperRequest

SearchProductCatalog

ProductAdvisor

z-ai/glm-4.7

RecommendationResponse

Catalog-Grounded Ecommerce Product Recommendation Agent

Sales & CRM

Let an Agent search your live product DataTable and recommend only in-stock SKUs that satisfy the shopper budget and exclusions.

#Ecommerce#Product Recommendations#Catalog

Sticky Note

Before you run

Publish a UCP business profile on a domain you control.
Enter the exact public profile URL.
Confirm the protocol version used by your integration.
Connect Slack, GitHub, and email destinations.
Complete real checkout tests outside this workflow.

UcpReadinessRequest

FetchUcpProfile

NormalizeUcpResponse

ReviewUcpProfile

z-ai/glm-4.7

RouteUcpReadiness

ready

needs_work

default

AnnounceUcpReady

UcpReadyReceipt

OpenUcpGapIssue

UcpGapReceipt

EmailMissingUcpProfile

UcpMissingReceipt

Sticky Note

Live run checklist

Test both exits around RouteUcpReadiness before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check AnnounceUcpReady before sending alerts or messages to a live destination.

Universal Commerce Protocol Checkout Readiness

App Integrations

Inspect a merchant UCP profile, check checkout capability declarations, and route launch gaps to engineering or commerce teams.

#Universal Commerce Protocol#UCP#Agentic Commerce

All 17 Sales & CRM templates, A to Z

Why teams run Sales & CRM workflows on Heym

Heym is a source-available, self-hosted AI workflow platform for agentic automation: agents that call tools, retrieve from your own documents, and pause for human review when a step needs it.

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.

Agentic by default

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.

What makes these different from ordinary automation templates?

Each one runs on an AI-native canvas, so agent nodes, MCP tools, and built-in RAG sit in the same workflow as the triggers, branching, and integrations. That is the difference between a fixed sequence of steps and an agentic workflow that can retrieve context, call tools, and pause for human review while it runs.

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, Sentry issue triage, 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.

Education & Learning

Language learning, study guides, lesson planning, assessment feedback, research workflows, and LMS operations.

Healthcare

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

Logistics & Supply Chain

Shipment tracking, delivery exceptions, carrier rates, freight audit, dock scheduling, and supply chain data checks.

Energy & Utilities

Smart meter anomalies, field work orders, outage updates, solar performance, utility bill checks, and interconnection reviews.

E-commerce

Return triage, review insights, order fraud screening, cart recovery, product catalog quality, and inventory checks.

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.

What you can automate with Sales & CRM templates

AI lead qualification

Cold email outreach

LinkedIn outreach

CRM contact sync

Popular Sales & CRM templates

AI Lead Qualification Agent

Cold Email AI Outreach

Hyper-Personalized LinkedIn Sales Outreach

CRM Contact Sync to DataTable

Browse all Sales & CRM templates

Cold Email AI Outreach

AI Lead Qualification Agent

CRM Contact Sync to DataTable

Hyper-Personalized LinkedIn Sales Outreach

Sales Pipeline Risk Slack Standup

Speed-to-Lead Auto-Responder

Account ICP Scoring & Routing

AI Sales Proposal Generator

Sales Call Notes to CRM

Renewal & Upsell Opportunity Finder

Meeting Prep Brief Generator

RFP Response Agent Team

Referral Leakage Network Optimizer

ERP CRM Account Reconciliation Agent

RevOps Enrichment Waterfall Agent

Catalog-Grounded Ecommerce Product Recommendation Agent

Universal Commerce Protocol Checkout Readiness

Why teams run Sales & CRM workflows on Heym

Free and source-available

Self-hosted

One-paste import

Agentic by default

Sales & CRM templates FAQ

Related guides

Explore other use cases

Marketing & SEO

Customer Support

Legal & Compliance

HR & Recruiting

Finance Ops

Document Ops

Data & Analytics

Dev & IT Ops

App Integrations

Personal Productivity

Education & Learning

Healthcare

Logistics & Supply Chain

Energy & Utilities

E-commerce

AI Agents

Agent Teams

Operations Automation

Agent Skills

Cold Email AI Outreach

AI Lead Qualification Agent

CRM Contact Sync to DataTable

Hyper-Personalized LinkedIn Sales Outreach

Sales Pipeline Risk Slack Standup

Speed-to-Lead Auto-Responder

Account ICP Scoring & Routing

AI Sales Proposal Generator

Sales Call Notes to CRM

Renewal & Upsell Opportunity Finder

Meeting Prep Brief Generator

RFP Response Agent Team

Referral Leakage Network Optimizer

ERP CRM Account Reconciliation Agent

RevOps Enrichment Waterfall Agent