AI-powered tasks run on Zenphi every month
AI for sales operations
Sales process automation with AI, for everything your CRM doesn’t do
What is sales process automation?
It turns the repeatable work around selling — meeting follow-ups, quotes, approvals, CRM updates and pipeline reporting — into workflows. AI for sales operations adds the steps that need reading and writing: call summaries, research, drafts and pipeline analysis.
With Zenphi, sales and revenue operations teams build AI-assisted workflows that fill the gaps around Salesforce, HubSpot, Zoho and Monday.com — in Google Workspace or Microsoft 365, with no per-user or per-execution fees and no developers needed.
- No credit card needed
- No per-execution fees
- 5.0 support rating on Capterra
Process a sales meetingFollowed up
- TriggerSales meeting transcript is readyDiscovery call · Northwind Logistics · 42 min
- AI stepSummarise the call and read the sentimentPositive · budget confirmed · decision in Q1
- RulePositive outcome: remind the rep to create a dealNo deal in the CRM yet
- AI stepDraft the follow-up email from the transcriptNext steps, pricing questions answered
- ApprovalRep reviews and sends the follow-upNothing goes out unreviewed
- RecordCoaching feedback to the sales manager, CRM updatedEvery step logged
From call to follow-up in minutesRep stays in control
Trusted by operations teams at
to take a new sales workflow live
average first response from our support team
support rating from Zenphi reviews on Capterra
Where CRMs stop
The sales work your CRM leaves to your team
CRMs are excellent systems of record. The work around them — after the meeting, between systems and before the signature — still runs on reps’ memory, email and spreadsheets. That’s where Zenphi fits.
After the meeting
Your CRM records that a meeting happened. It doesn’t summarise the call, coach the rep, draft the follow-up or remind anyone to open a deal.
Quotes, proposals and contracts
Documents are built outside the CRM, from old versions, with discounts approved over email.
Data between systems
Deals, invoices, onboarding answers and sign-ups live in different tools, and someone copies data between them.
Approvals and exceptions
Discounts, non-standard terms and custom pricing need sign-off that the CRM’s built-in rules can’t express.
Pipeline insight
Dashboards show numbers. Someone still has to read the pipeline every week and say what’s at risk and why.
Proofs of concept
POC scope, missing features and time spent are tracked in spreadsheets nobody keeps up to date.
Use cases
Eight sales workflows we run on Zenphi ourselves
Our own sales team runs these workflows on Zenphi — meeting processing is one of the most iterated workflows in the company. Each is live in 7 days. Select one to explore it.
AI-ASSISTEDExample with Google Workspace
Process a sales meeting
After every call, reps write notes, draft follow-ups and update the CRM — or don’t.
WHERE AI HELPS
Summarises the call, reads the sentiment, drafts the follow-up email and writes coaching feedback for the sales manager.
WHERE PEOPLE DECIDE
The rep reviews and sends the follow-up; a positive meeting triggers a reminder to create the deal.
Meeting transcript saved to Google DriveAI summarises and reads sentimentFollow-up drafted for the rep in GmailFeedback sent to the sales managerDeal reminder if the meeting went well
See this workflow live ↗
ZAIA — Zenphi’s automation copilot
Describe the process. ZAIA builds the workflow.
Tell ZAIA how quotes, meetings or deals should move, in plain English. It builds the workflow — triggers, AI steps, rules, approvals and actions — checks every action against the live catalogue, and shows each change as a proposal you accept. No developers, no code.
- First workflow drafted in about 20 minutes
- Live in 7 days
- Owned and changed by your operations team
- AI only where it adds value
You
When a quote request comes in, check it for missing details, generate the quote from our template, send any discount over 15% to the head of sales for approval, then email the quote and update the deal in HubSpot.
Workflow built · every action validated
- TriggerQuote request form submitted
- AI stepCheck the request for missing details
- ActionGenerate the quote from our template
- RuleDiscount over 15%: route for approval
- ApprovalHead of sales approves
- ActionSend the quote and update the deal
Ready to review on the canvasOpen in designer
Comparison
Zapier, Make, n8n or Zenphi for sales workflow automation?
All four can automate sales workflows around your CRM. The differences show up in cost as volume grows, document and approval support, and who has to build and maintain the workflows.
| Zapier | Make | n8n | Zenphi | |
|---|---|---|---|---|
| How you pay | Per task — every step that runs counts | Per operation or credit | Per execution on Cloud (from €20/month for 2,500); free to self-host | Per process — no per-user, per-task or per-execution fees |
| High-frequency sales operations | Costs grow with every meeting, sign-up and quote | Costs grow with volume | Execution limits by plan, or your own hosting | Volume doesn’t change the price |
| Google Workspace and Microsoft 365 | Connectors for both | Connectors for both | Nodes for both | Native actions for both |
| Who builds and maintains it | Operations teams, for simple automations | Technical operations users | Developers or technical teams | Sales and revenue operations, with ZAIA drafting workflows from plain English |
| AI as a workflow step | AI steps available | AI modules available | AI nodes, configured by developers | AI steps with your choice of model, instructions and data access |
| Approvals and human review | Human in the Loop app on paid plans | Built with extra modules or apps | Wait and form nodes | Approvals with routing, reminders and escalation |
| Document generation | Through third-party apps | Through third-party apps | Through custom nodes or services | Built in — Google Docs and Word templates |
| Where it’s strongest | The largest library of app integrations | Visual control over complex data transformations | Self-hosting and code-level flexibility | Multi-step sales processes with AI, documents and approvals |
Every meeting, sign-up, quote and CRM update is an execution. As the pipeline grows, pricing per task or execution adds up fastest.
Why sales operations teams choose Zenphi
Fill the gaps around your CRM
Works with your CRM
Salesforce, HubSpot, Zoho and Monday.com, plus QuickBooks, Xero and DocuSign — Zenphi fills the gaps between them instead of replacing any of them.
Google Workspace and Microsoft 365
Meetings, email, documents and approvals in Gmail, Drive, Docs and Google Chat or Outlook, SharePoint, Word and Teams.
No per-execution fees
Every meeting, sign-up, quote and update is an execution. Zenphi is priced per process, so a growing pipeline doesn’t raise the bill.
No developers needed
Describe the process and ZAIA, Zenphi’s automation copilot, builds the workflow. Each workflow is live in 7 days, and sales ops owns it.
AI as a configurable step
Summaries, sentiment, research, drafts and pipeline analysis — with your choice of Gemini, OpenAI, Claude or your own models.
Reps stay in control
AI drafts and recommends; reps send, managers approve discounts and leaders decide where to act. Every step is logged.
Zenphi doesn’t just process documents but also serves as a much better connector for our Salesforce-Quickbooks setup. The native Salesforce-Quickbooks connector didn’t allow us to do half of the things we do with Zenphi. And it’s much more reliable.
Human support
Human support, always live
Our Customer Success team answers every request directly — workflow experts, not chatbots or scripted replies. Zenphi brings AI into your processes; the way we support customers stays human.
5.0support rating on Capterra
<1 hraverage first response
FAQ
Sales process automation — frequently asked questions
Sales process automation
Documents and quotes
Choosing a tool
What is sales process automation?
Sales process automation turns the repeatable work around selling — meeting follow-ups, quotes, approvals, CRM updates, onboarding handoffs and reporting — into workflows that run automatically. It covers the whole process, from first contact to signed deal and handover, rather than a single task.
Zenphi automates sales processes across your CRM, productivity suite and finance tools, with AI at the steps that need reading or writing.
What is AI for sales operations?
AI for sales operations uses AI inside the operational work that supports selling: summarising calls, reading sentiment, researching accounts, drafting follow-ups and outreach, mapping data into the CRM and analysing the pipeline. It differs from AI sales tools for prospecting or call coaching because it runs as a step inside your sales workflows.
In Zenphi, AI is a configurable step — you choose the model, the instructions and what it can see — and reps and managers approve what goes to customers.
What sales workflows can be automated?
Meeting processing and follow-ups, meeting preparation, prospect research and outreach drafts, sign-up personalisation, pipeline analysis, quote and proposal generation with discount approvals, proof-of-concept tracking, CRM updates and onboarding handoffs.
Zenphi runs all of these, and our own sales team runs them on Zenphi.
What gaps do CRMs leave in sales operations?
CRMs are systems of record. They track contacts, deals and activities well, but they rarely handle what happens around them: summarising meetings, generating documents from templates, routing approvals with escalation, moving data to finance and onboarding tools, and turning pipeline data into written analysis.
Zenphi fills those gaps alongside Salesforce, HubSpot, Zoho and Monday.com rather than replacing them.
What is sales document automation?
Sales document automation generates quotes, proposals, order forms and contracts from templates using deal data, routes them for approval and signature, and files the signed copies — so reps don’t rebuild documents from old versions.
Zenphi generates sales documents from Google Docs and Word templates, routes discounts for approval, sends for e-signature with DocuSign and updates the CRM.
How do I automate quotes and proposals?
Start from a request form or a CRM deal stage. Generate the document from an approved template, send discounts or non-standard terms for approval, send it for signature and write the outcome back to the deal.
Zenphi runs this end to end, and ZAIA can draft the workflow from a plain-language description.
What is quote-to-cash automation?
Quote-to-cash covers everything from quote to payment: quote generation, approvals, contract signature, order creation, invoicing and payment collection. Automating it removes the handoffs between sales, finance and operations where deals stall.
Zenphi connects quoting, approvals, DocuSign signatures and invoicing in QuickBooks or Xero in one workflow.
What are the best tools to automate sales workflows?
Zapier connects the largest number of apps for simple automations, with per-task pricing. Make gives visual control over complex data transformations. n8n suits teams with developers who want self-hosting and code-level control.
Zenphi is built for multi-step sales processes that combine AI, documents and approvals, with no per-execution fees and ZAIA so sales ops can build without developers.
What is revops automation?
RevOps automation connects the processes shared by sales, marketing and customer success: lead handling, deal desk approvals, quote-to-cash, onboarding handoffs and pipeline reporting, with data kept consistent across systems.
Zenphi automates these cross-team processes and keeps your CRM, finance and productivity tools in sync.
Does Zenphi work with Salesforce, HubSpot, Zoho and Monday.com?
Yes. Workflows can start from CRM events or update CRM records, and connect them with Google Workspace or Microsoft 365, DocuSign, and QuickBooks or Xero.
Zenphi sits alongside your CRM and fills the gaps between your sales tools.
Get started today
See your sales process automated
Bring one process — meeting follow-ups, quotes, pipeline reviews or onboarding handoffs — and we’ll show you how it runs alongside your CRM.
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