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Retool's Close CRM integration makes it easy to build admin panels, GUIs, dashboards, and utilities on top of your Close CRM data.

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A template designed to show off Retool's visualization capabilities -- powered by Plotly.js and the World Bank API.


Charts

[Templates V2] Charts

This app is a library management system that allows you to organize, manage, and track a dataset of books and other library resources.

Library Management System

[Templates V2] Admin Items (New)

A dashboard for reading from and writing to your customer data, built on Snowflake. This app lets you look through customers and take action on your data.

Snowflake Dashboard

[Templates V2] Purple Dashboard (New)

An admin panel for reading from and writing to your customer data, built on Snowflake. This app lets you look through customers and take action on your data.

Snowflake Admin Panel

[Template V2] Users

A dashboard for visualizing core business metrics, built on S3. This app lets you look through customer trends and take action on your data.

S3 Dashboard

[Templates V2] Admin Panel Green

An admin panel for reading from and writing to your customer data, built on S3. This app lets you look through customers and take action on your data.

S3 Admin Panel

A dashboard for visualizing core business metrics, built on a REST API. This app lets you look through customer trends and take action on your data.

REST API Dashboard

[Template V2] Finance Dash (New)

An admin panel for reading from and writing to your customer data, built on a REST API. This app lets you look through customers and take action on your data.

REST API Admin Panel

A dashboard for visualizing core business metrics, built on Firebase RealtimeDB. This app lets you look through customer trends and take action on your data.

Firebase RealtimeDB Dashboard

[Template V2] Eng Dashboard (New)

An admin panel for reading from and writing to your customer data, built on RealtimeDB. This app lets you look through customers and take action on your data.

Firebase RealtimeDB Admin Panel

[Templates V2] Admin Panel with Map

A dashboard for visualizing core business metrics, built on PostgreSQL. This app lets you look through customer trends and take action on your data.

PostgreSQL Dashboard

An admin panel for reading from and writing to your customer data, built on PostgreSQL. This app lets you look through customers and take action on your data.

PostgreSQL Admin Panel

A dashboard for visualizing core business metrics, built on MySQL. This app lets you look through customer trends and take action on your data.

MySQL Dashboard

An admin panel for reading from and writing to your customer data, built on MySQL. This app lets you look through customers and take action on your data.

MySQL Admin Panel

A dashboard for visualizing core business metrics, built on MSSQL. This app lets you look through customer trends and take action on your data.

MSSQL Dashboard

[Templates V2] Customer Detail 

An admin panel for reading from and writing to your customer data, built on Microsoft SQL Server. This app lets you look through customers and take action on your data.

MSSQL Admin Panel

A dashboard for visualizing core business metrics, built on MongoDB. This app lets you look through customer trends and take action on your data.

MongoDB Dashboard

An admin panel for reading from and writing to your customer data, built on MongoDB. This app lets you look through customers and take action on your data.

MongoDB Admin Panel

A dashboard for visualizing core business metrics, built on GraphQL. This app lets you look through customer trends and take action on your data.

GraphQL Dashboard

An admin panel for reading from and writing to your customer data, built on GraphQL. This app lets you look through customers and take action on your data.

GraphQL Admin Panel

[Template V2] Users and Company (New)

A dashboard for visualizing core business metrics, built on Google Sheets. This app lets you look through customer trends and take action on your data.

Google Sheets Dashboard

An admin panel for reading from and writing to your customer data, built on Google Sheets. This app lets you look through customers and take action on your data.

Google Sheets Admin Panel

A dashboard for visualizing core business metrics, built on Google Cloud Storage. This app lets you look through customer trends and take action on your data.

Google Cloud Storage Dashboard

An admin panel for reading from and writing to your customer data, built on Google Cloud Storage. This app lets you look through customers and take action on your data.

Google Cloud Storage Admin Panel

A dashboard for visualizing core business metrics, built on Firestore. This app lets you look through customer trends and take action on your data.

Firestore Dashboard

An admin panel for reading from and writing to your customer data, built on Firestore. This app lets you look through customers and take action on your data.

Firestore Admin Panel

A dashboard for visualizing core business metrics, built on BigQuery. This app lets you look through customer trends and take action on your data.

BigQuery Dashboard

An admin panel for visualizing core business metrics, built on BigQuery. This app lets you look through customer trends and take action on your data.

BigQuery Admin Panel

[Templates V2] Customers with Button

This workflow template generates a weekly report on product activity, providing the product manager with key metrics for a specific product line. The report includes insights on new signups, top individual builders and their job titles, as well as the growth or contraction of active builders. Stay informed about product performance and user engagement with this automated reporting solution.


Weekly Product Adoption Report

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Stay informed about the activity in Linear with a weekly report. Get a summary of your team's progress, including completed tasks, new issues, and overall productivity. Stay on top of your projects and track your team's performance with the weekly Linear activity report.

Weekly Linear Activity Report

Workflow Template

Receive a comprehensive weekly report of Jira tickets directly in your email inbox. Stay informed about ticket status, progress, and key metrics to keep your team aligned and informed. Get a holistic view of your Jira activity effortlessly with this automated report.

Weekly Jira Ticket Report via Email

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Track and analyze Shopify orders with our weekly automated report template. Streamline insights and decision-making by receiving comprehensive sales data every week.

Weekly Automated Shopify Order Report

Receive real-time Webhook alerts in Slack with a Webhook monitor. Stay informed about incoming data, system updates, and potential issues by integrating Webhooks with your Slack workspace. Enhance your monitoring capabilities and enable timely response and action through Slack notifications.

Webhook monitor to Slack alert

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Update your database using an API integration, ensuring seamless updates and accuracy of data for enhanced operations.


Update Database with API

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Update data in Google Sheets with live information from incoming webooks. Automate data transfer, streamline workflows, and keep your spreadsheets up-to-date with real-time information.

Update Data to Google Sheet from a webhook POST request

Receive timely alerts when inventory levels fall below predefined thresholds, ensuring proactive inventory management and avoiding stockouts.

Low Inventory Alerts

Efficiently manage support tickets by utilizing GPT-4 to categorize and prioritize them, ensuring faster and accurate ticket resolution.

Triage Support Tickets with GPT-4

Receive automated email notifications for low inventory levels in your Shopify store. Stay on top of stock availability and proactively manage your inventory to ensure you never run out of popular products. Keep your customers satisfied and avoid missed sales opportunities with this convenient email alert system.

Location-Based Shopify Order Assignment

Assign shipping time tags to items, providing customers with accurate delivery expectations and enhancing transparency in online shopping experiences.

Tag Items With Shipping Time

Stay informed about new Salesforce opportunities in real-time with this powerful workflow template. It automatically sends notifications to Slack whenever a new opportunity is created in Salesforce, allowing your team to stay updated and take immediate action. Streamline your sales processes, enhance collaboration, and seize new business opportunities with ease.

Send new Salesforce opportunities to Slack

Effortlessly synchronize your Linear issues with Trello cards, streamlining your project management workflow. Keep track of tasks and progress in both platforms, ensuring seamless collaboration and visibility across teams. Stay organized and efficient by integrating Linear and Trello for enhanced project management capabilities.

Sync Linear Issues with Trello Cards

Automatically synchronize your Shopify orders with QuickBooks to streamline your accounting process. Keep your financial records up to date and ensure accurate reporting by seamlessly integrating your Shopify sales data with QuickBooks. Simplify your order management and financial tracking with this powerful synchronization tool.

Sync Shopify Orders with Quickbooks

Receive instant Slack notifications when new custom query matches are found in Google Sheets. Stay informed about specific data changes, streamline collaboration, and take timely actions based on the updated information.

Send Slack on new Custom Query Matches in Google Sheets

Sync Salesforce account data to Postgres. Automate data updates, enhance data consistency, and gain insights by integrating Salesforce and Postgres.

Sync Salesforce to Postgres

Synchronize Google Sheets rows with a PostgreSQL database, enabling seamless data transfer and ensuring real-time integration between the two platforms.

Sync Google Sheets Rows to Postgres Database

Integrate API data with Retool's PostgreSQL database, ensuring seamless synchronization for efficient data management and analysis.

Sync API to Database

Instantly receive notifications for suspicious orders, helping prevent fraudulent transactions and safeguarding your business and customers.


Fraudulent Order Notifications

This workflow template efficiently routes new support tickets to team members based on availability, workload, expertise, and ticket urgency. Ensure prompt and effective handling of tickets by automating the routing process.

Support Ticket Routing System

Export leads from Google Sheets to Salesforce effortlessly. Streamline lead management, ensure data accuracy, and drive sales conversions by seamlessly integrating Google Sheets with Salesforce.


Export leads from Google Sheets to Salesforce

This workflow template enables you to generate a weekly customer support report, summarizing key metrics for your team. The report includes data on average time to close tickets, popular ticket topics, outcomes, and customer ratings. Automate the process and receive the report via email every Friday.

Support Response Time Report

Send Google Form submissions to Salesforce. Enhance lead data, automate processes, and improve sales effectiveness with the integration between Google Forms and Salesforce.


Enrich Google Form submissions and send to Salesforce

Enrich Airtable records with Clearbit data to gain valuable insights and improve data accuracy. Add contact details, and social profiles effortlessly. Make informed decisions with enhanced records.

Enrich Airtable Records with Clearbit

This workflow template enables you to extract and summarize data from Google Sheets, sending it directly via SMTP for streamlined communication and efficient data sharing. Use it for reporting, data analysis, and timely updates to stakeholders.

Summarize Google Sheets and send via SMTP

Get daily updates on new orders, ensuring you stay informed about incoming business and can manage operations effectively.

Daily Update For New Orders

Access comprehensive performance reports for your store, providing insights into sales, customer trends, and key metrics to optimize business strategies.

Store Performance Reports

This workflow template instantly alerts the on-call engineer via SMS whenever a new Jira issue is created, ensuring prompt attention and efficient issue resolution. Stay on top of critical tasks with automated notifications.


Send SMS When Jira Issue is Created

Receive daily notifications of your Monthly Recurring Revenue (MRR), providing timely insights into your subscription-based business's financial performance.

Daily MRR Notification

Receive real-time Slack notifications whenever rows are updated in Google Sheets. Stay informed about data changes, collaborate seamlessly with your team, and take prompt actions based on the updated information.

Send Slack Message When Google Sheets Rows Are Updated

Receive a daily summary of Jira tickets right in Slack, keeping your team informed and up to date on the latest ticket activity. Stay on top of progress and never miss important updates with this seamless integration.

Daily Jira Ticket Summary via Slack

Automate support ticket escalation by routing them to the appropriate team member based on factors like ticket age, NPS, issue type, and customer type. Enterprise accounts trigger a Slack alert to the customer success manager for prompt resolution. Improve efficiency and customer satisfaction with streamlined ticket management.

Customer Support Escalation System

Create special offers to reward loyal customers, promoting customer retention and strengthening brand engagement for long-term business success.


Customer Loyalty Offer

Efficiently manage your tasks and projects by automatically creating Trello cards from data stored in Airtable. Keep your team organized and track progress seamlessly across platforms. Simplify your workflow and enhance collaboration with this powerful integration.

Create Trello Cards from Data in Airtable

Automatically generate Trello cards for newly created Jira issues, enhancing project coordination and collaboration between Jira and Trello platforms.

Create Trello Cards from New Jira Issues

Create Salesforce tasks for new Shopify customers. Streamline your task management and customer follow-up process with this integration between Salesforce and Shopify. Stay organized and provide excellent customer service with automated task creation.

Create Salesforce tasks from Shopify customers

Automate the creation of Salesforce contacts with this time-saving workflow template. It integrates Typeform entries with Salesforce, allowing you to effortlessly convert form submissions into new contacts. Streamline your lead management process, capture valuable customer data, and ensure seamless data synchronization between Typeform and Salesforce. Stay organized, save time, and nurture your leads effectively.

Create Salesforce contacts from Typeform

Efficiently import and sync product data from Google Sheets to Shopify, automating the process of creating new products in your Shopify store. Seamlessly manage your inventory and streamline your product management workflow with this powerful integration.

Create New Shopify Product from Google Sheets

Automate your ticket management process with this workflow template. Create Linear tickets automatically from new GitHub issues, ensuring seamless issue tracking and efficient collaboration between development and support teams. Streamline your workflow and enhance productivity.

Create Linear tickets from new Github issues

Automate ticket creation in Linear from new feature requests in Salesforce. Streamline issue tracking, improve collaboration, and enhance development workflows with this seamless integration between Salesforce and Linear.

Create Linear ticket from Salesforce feature request

This workflow template enables you to create Jira issues directly from Slack messages, streamlining collaboration and task management. Seamlessly transition from discussions to actionable tasks in Jira with ease.

Create Jira Issue from Slack Message

Automate the creation of HubSpot contacts from new Google Sheets rows, ensuring seamless data synchronization and efficient lead management.

Create Hubspot contact for new Google Sheets rows

This workflow template allows you to identify accounts with low product activity and no set renewal date on a weekly basis. It retrieves key information such as the account owner, account NPS, ARR, plan name, and customer start date. By sending a Slack message to a designated Churn alerts channel and tagging the account owner, you can proactively address potential churn risks and take appropriate actions to retain valuable customers. Stay on top of customer engagement and retention with this automated churn monitoring solution.

Churn Prediction System

Automate reordering of low-stock items, ensuring inventory availability and preventing stockouts for seamless business operations.


Automatically Re-Order Low-Stock Items

Automate SMS notifications using API integration. Streamline communication, send alerts, and engage with personalized text messages seamlessly.

Automated Linear Ticket Assignment

Stay updated on your Linear tickets with real-time notifications. Receive a Slack message whenever a ticket is assigned, ensuring that you never miss an important task. Keep your team in the loop and stay on top of your ticket management with seamless Slack integration.

Send Slack Message when Linear Ticket is Assigned

Receive real-time notifications in Slack whenever an issue in Linear is closed. Stay updated on the progress of your tasks, collaborate with your team, and celebrate successful completions with timely Slack notifications for closed Linear issues.

Send Slack Message when Linear Issue is Closed

Sync and append rows from your Postgres database to a Google Sheets spreadsheet. Keep your data up-to-date and accessible in real-time, empowering collaboration and analysis. Streamline your workflow and effortlessly transfer data between Postgres and Google Sheets using this integration.

Append Postgres Rows to Google Sheets

Get instant notifications on Slack whenever new rows are added to your Google Sheet with this workflow template. Stay informed and take immediate action based on the updated data.

Send Slack Message When Google Sheet Rows Added

API to SMS

Get real-time Slack notifications when a lead is converted in Salesforce. Stay in the loop and quickly respond to important lead conversions, ensuring effective sales tracking and streamlined communication across your team.

Send Slack Message When a Lead Converts in Salesforce

Receive instant Slack notifications whenever new cases are created in Salesforce using this workflow template. Stay informed about important updates and take immediate action to ensure efficient case management and seamless customer support.

Send Slack Message For New Salesforce Cases

Get instant notifications in Slack for high-value Shopify orders, allowing you to prioritize and closely monitor valuable transactions. Stay informed and take immediate action to ensure exceptional service and seamless order fulfillment for your most important customers.

Send Slack Message for High-Value Shopify Orders

AI-powered Github changelog summary and send to team for review


AI-powered changelog

Keep your team in the loop with GitHub mentions. This workflow template automatically sends notifications to Slack whenever you or your team members are mentioned in GitHub issues, pull requests, or comments. Stay connected, collaborate effectively, and never miss an important mention with this seamless integration between GitHub and Slack.

Send Github mentions to Slack

Stay updated on your team's GitHub activity with ease. This workflow template automatically sends notifications of new commits directly to Slack, ensuring timely collaboration, effective code review, and streamlined communication among team members. Stay connected and informed with this seamless integration between GitHub and Slack.

Send new GitHub commits to Slack

Experience a tailored newsletter powered by AI, delivering content that suits your preferences and interests for a unique reading experience.


AI-Powered Personalized Newsletter

This workflow template automates the process of sending GitHub repositories to a Postgres database, facilitating seamless integration and data synchronization. Utilize it for version control, data storage, and collaboration between developers and database systems.


Send Github repo to Postgres

This workflow template enables you to send query results from GitHub repositories directly to Slack, ensuring efficient communication and collaboration. Stay updated on code changes, pull requests, and important repository information within your Slack workspace.


Send Github repo to Slack

Send Email for Low Inventory Levels in Shopify

Get a weekly summary of your Airtable data delivered straight to your inbox. Stay informed with key metrics, trends, and updates without lifting a finger. Simplify your workflow and stay on top of your data.

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Core Library

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