المبيعات والتسويق
قوالب أتمتة المبيعات والتسويق، الصفحة 36
1,031 مسار عمل جاهز في المبيعات والتسويق. كل مسار منها يتولى مهمة حقيقية يؤديها فريقك كل أسبوع، داخل الأدوات التي تعمل بها اليوم. أكثر التطبيقات ظهورًا هنا: Slack وWhatsApp وGmail.
Automated Albacross Target Account Alerts
Every hour, WebRun checks Albacross for target accounts visiting high intent pages like pricing or demo, logs the visit to Google Drive, and texts the rep on Twilio.
Automated Agile CRM Next Step Tracking
Every Monday, WebRun checks Agile CRM for deals with no scheduled task or meeting, books the missing next step on Google Calendar where a time is on record, and alerts Microsoft Teams for deals with nothing booked.
Automated AeroLeads List Completeness Checks
When a new lead list is built in AeroLeads, WebRun checks that every entry has a found email before outreach starts, posts the setup status to Microsoft Teams, and tracks incomplete entries on a Trello card.
Automated Adapt.io Daily Contact Digest
Every morning, WebRun pulls the contacts newly matched to your ICP filter in Adapt.io, posts the daily digest to Telegram, and texts the rep on Twilio about a named target account match.
Automated Act! CRM Renewal Tracking
Every morning, WebRun checks Act! for customers with an upcoming contract or subscription renewal, logs the reminder list to Google Sheets, and checks Gmail for any renewal related reply already received.
Automated 6sense In Market Account Alerts
Every Monday, WebRun checks 6sense for accounts showing high buying intent that have not been contacted by a rep in the last two weeks, alerts the account team in Microsoft Teams, and creates a Trello card so each one gets a follow up owner.
Sprout Social Automated Weekly Post Digests
Every Monday, WebRun pulls every post scheduled for the week ahead from Sprout Social, organizes it by client in a Notion digest, and posts a summary to Slack so the whole team starts the week knowing what's going out and when.
Muck Rack Automated Retainer Renewal Reminders
Every Monday, WebRun checks each client's retainer end date in Google Sheets against this quarter's results in Muck Rack, flags renewals coming up in the next 30 days, and drafts a renewal email in Gmail for your account lead to review.
Function Point Automated Weekly Project Digest
Every Monday, WebRun checks Function Point for every active project's status, milestone, and any flagged risk, confirms the linked files in Google Drive, and posts your leadership team a Slack digest to open the week.
Sprout Social Automated Posting Confirmations
Every morning, WebRun checks Sprout Social to confirm today's scheduled posts are still queued and error free, cross-checks them against launches and key dates on the shared Google Calendar, and posts a confirmation, or an alert if something is stuck, to Slack.
Muck Rack Automated Reporter Relationship Notes
Every Monday, WebRun checks Muck Rack for journalists your team has not contacted in 60 days but has covered you before, and drafts a short, genuine check-in email for each in Gmail, ready for your team to personalize and send.
Function Point Automated Timesheet Reminders
Every morning, WebRun checks Function Point for staff who haven't logged time for the previous work day, skips anyone away in Google Calendar, and sends each person a friendly Slack reminder before the deadline slips.
Automated SASSIE Wave Scheduling Reminders
Before a new shop wave closes, WebRun checks SASSIE for shoppers eligible to claim a shop in that wave who have not yet picked one, and drafts a short SMS reminder in Twilio letting them know the window is closing, so waves fill faster.
Automated BCC Software USPS Paperwork Reminders
Every morning, WebRun checks jobs approaching their mail date in BCC Software, confirms whether the postage statement has been filed in the USPS Business Customer Gateway, stages the paperwork details for anything still missing, and posts your mail clerk a Slack reminder to review and file it.
Automated Amtelco Weekly Client Activity Reports
Every Monday, WebRun compiles last week's call and message activity per client from Amtelco into Google Sheets and drafts each client's report email in Gmail, left unsent for an account manager to review.
Sprout Social Automated Overdue Approval Alerts
Every few hours, WebRun checks Sprout Social for approvals that have blown past your service-level window, escalates the oldest and most urgent ones to your account leads on Telegram, and logs every overdue approval to a Google Sheet.
Muck Rack Automated Press Release Distribution
When a press release draft is ready, WebRun builds the target journalist list from Muck Rack, checks the release against your distribution checklist, and drafts the pitch email to the list in Gmail for your team to review before it goes out.
Function Point Automated Staff Utilization Reports
Every Monday, WebRun checks Function Point for each staff member's billable versus logged hours last week, compiles a utilization rate for the team, and posts your resourcing lead a Slack report with a running Google Sheets tracker.
Automated SASSIE Unassigned Shop Alerts
Every morning, WebRun scans SASSIE for shops nearing their due date with no shopper assigned, logs each one to a Google Sheet, and posts a Slack alert so your scheduling team can fill it before the window closes.
Automated BCC Software Undeliverable Mail Reports
Every night, WebRun checks BCC Software for the day's completed jobs, tallies the undeliverable and returned pieces with the reason each came back, drafts a client-facing summary in Gmail, and leaves it unsent for your account manager to review and send.
Automated Amtelco Voicemail Transcription Routing
WebRun transcribes new voicemails in Twilio, matches each one to the right client account and department in Amtelco, and checks Google Calendar for who is currently on duty to receive it.
Sprout Social Automated Creator Onboarding
When a new creator is added to your roster, WebRun adds them to Sprout Social for tracking, builds an onboarding checklist in Airtable for the contract and tax paperwork, and drafts a welcome email with next steps for the account manager to send.
Muck Rack Automated Client Onboarding Checklist
When a new client signs, WebRun sets up their media list in Muck Rack, builds an onboarding checklist in Google Sheets, drafts a kickoff email in Gmail, and posts a Slack summary of what's done and what still needs a human.
Function Point Automated Retainer Hours Alerts
Every Monday, WebRun checks Function Point for each retainer client's hours used against their monthly cap, flags anyone over 80 percent, and posts your account leads a Slack summary before hours run out.
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