14 tools
Playbooks by tool
Start from the tools your team already pays for. Each page lists every playbook that uses the tool and how it fits in. Tools used by at least 3 playbooks get their own page.
- HubSpot33 playbooksEnrichment write-back, lead routing, sequences, deal alerts, and CRM hygiene.OutboundInboundRevOpsFinance/FP&AContentResearchView HubSpot playbooks
- Clay29 playbooksEnrichment waterfalls, lead routing, signal-based outbound, and research.OutboundInboundRevOpsResearchView Clay playbooks
- Salesforce23 playbooksLead routing, pipeline reporting, enrichment write-back, and outbound triggers.OutboundInboundRevOpsFinance/FP&AResearchView Salesforce playbooks
- Zapier19 playbooksNo-code syncs, Slack alerts, reporting sheets, and finance automations.OutboundInboundRevOpsFinance/FP&AContentResearchView Zapier playbooks
- Slack18 playbooksRep alerts for routed leads, deal changes, churn risk, and meeting briefs.OutboundInboundRevOpsContentResearchView Slack playbooks
- Apollo13 playbooksContact enrichment, saved-search prospecting, and signal-based outbound.OutboundInboundRevOpsView Apollo playbooks
- Google Sheets12 playbooksPipeline dashboards, forecasts, campaign tracking, and finance reporting.OutboundRevOpsFinance/FP&AContentResearchView Google Sheets playbooks
- Instantly11 playbooksSending Clay-built outbound sequences triggered by signals and lookalikes.OutboundInboundView Instantly playbooks
- OpenAI API10 playbooksLead scoring, classification, extraction, and short AI-written notes.OutboundInboundRevOpsFinance/FP&AContentResearchView OpenAI API playbooks
- Claygent9 playbooksAI web research for account briefs, tech stacks, hiring, and lead lists.OutboundRevOpsResearchView Claygent playbooks
- Smartlead9 playbooksSending signal-triggered outbound sequences built in Clay.OutboundInboundView Smartlead playbooks
- Make5 playbooksMulti-step automations between Apollo, Instantly, support tools, and Clay.OutboundInboundRevOpsResearchView Make playbooks
- Gmail4 playbooksExpense parsing, intro tracking, and invoice reminders.OutboundInboundFinance/FP&AView Gmail playbooks
- Stripe3 playbooksRevenue recognition, board metrics, and renewal health alerts.RevOpsFinance/FP&AView Stripe playbooks
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