Now in beta!
Integrate. Automate. Elevate.
Automate the busywork. Connect your tools. Let AI handle the rest.
What happens when your CRM connects everything?
Workflows for Lime CRM
What will you automate?
Every business has processes that run on repetition. Here’s how Lime CRM customers are turning them into workflows that run themselves.
Enrich every form submission
New leads from a form get enriched by AI, matched against the CRM, created if new, then notified to the right team via Teams and Outlook.
When a deal is won, the team hears about it
Won deals trigger a personal Teams message, drafted by AI with the coworker and company names already filled in.
Turn meetings into action
Pull a transcription from your meeting, match the participant in Lime CRM, generate notes and tasks with AI, then send everything back out.
Auto-triage incoming tickets
An incoming ticket gets logged in Lime CRM, categorized by an AI agent, and a draft reply is prepared – while the right team gets notified in Slack.
Build workflows as easily as drawing a flowchart.
No code. No complexity. During beta, our team builds for you — later this year, you’ll build your own.
Workflows
One platform.
Three superpowers.
Seamless Integrations
Connect Lime CRM to your ERP, accounting, project management, and 1000+ other tools — automatically synced, always up to date.
Automatically sync invoices from Fortnox to Lime CRM and notify your sales team in Slack.
1000+
apps ready to connect
Powerful Automations
Free your team from manual work. Let workflows handle data entry, follow-ups, notifications, and reporting — so no task falls through the cracks.
When a high-value lead fills out a form, enrich their profile, assign to the right rep, and send a personalized email, all in 5 seconds.
10+ hrs
saved per user each week
Sophisticated AI Agents
Let AI do the heavy lifting. Build agents that qualify leads, draft proposals, analyze sentiment, and route support cases.
An AI agent reads incoming support emails, categorizes them by urgency, drafts responses, and flags cases for human review.
5x
faster lead qualification
Ready to reclaim your time?
Workflows for Lime CRM is in beta. Tell us what you want to automate — we’ll build your first workflow for you.
