Templates
Workflow templates.
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Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Pipeliner CRM Pipeline Scorecards
Every Monday, WebRun totals your Pipeliner CRM pipeline by stage and owner, posts the scorecard to Microsoft Teams, and creates a Trello card for any deal that has slipped its close date.
Automated Pipeline CRM Stalled Deal Alerts
WebRun watches Pipeline CRM for deals with no activity in 10 days, posts each one to Telegram, and texts the sales manager when a large deal crosses that line.
Automated PhoneBurner Call Activity Scorecards
Every Friday, WebRun totals your team's PhoneBurner call activity for the week, logs the per-rep numbers to Google Sheets, and emails you a scorecard of dials, contacts, and voicemail drops.
Automated PhantomBuster Lead List Sync
Every morning, WebRun pulls the latest PhantomBuster automation run results, syncs new leads into a Google Sheet master list with duplicates removed, and drafts outreach in Gmail for the new unique leads.
Automated PersistIQ Sequence Follow-Up Drafts
WebRun finds PersistIQ prospects who never opened or replied after a full sequence, drafts one last personal follow-up in Gmail for the rep to send, and logs the sequence's outcome to Airtable.
Automated People.ai Activity Gap Reports
WebRun compares what People.ai captured about rep emails, calls, and meetings against what's actually logged on the deal, and flags any deal with a gap so nothing is judged on incomplete data.
Automated Owler Competitor News Alerts
Every morning, WebRun checks Owler for major news on your tracked competitors, logs the update to Airtable as a battlecard entry, and drafts a talking points reply in Gmail for reps to personalize when a prospect brings up that competitor.
Automated Overloop Interested Reply Alerts
WebRun checks Overloop campaigns for replies that read as interested, creates a Trello card in your Hot Leads list for each one, and pings the assigned rep on WhatsApp.
Automated Outplay Meeting Booking
The moment a prospect agrees to meet in an Outplay sequence, across email, call, or LinkedIn, WebRun books the slot on Google Calendar and sends the rep a WhatsApp heads up.
Automated Orum Daily Dial Session Digest
Every morning, WebRun checks Orum for yesterday's parallel dialing results, saves the full session export to Google Drive, and posts a summary to Slack with connects and meetings booked.
Automated OnePageCRM Contact Setup Checklist
The moment a new contact is added in OnePageCRM, WebRun checks that a next action is set, logs it to Airtable, and writes a short brief in Notion so nothing starts its life with no plan.
Automated Nutshell Closed Deal Export
Every Friday, WebRun exports every deal that closed won or lost in Nutshell this week to Google Sheets, and posts a short summary doc to Notion.
Automated Nooks Weekly Dial Scorecards
Every Friday, WebRun totals your team's Nooks parallel dialing sessions for the week, saves the full export to Google Drive, and texts you a scorecard of dials, connects, and meetings booked.
Automated noCRM.io Overdue Action Alerts
WebRun finds noCRM.io leads with no next action set or one that is overdue, schedules a follow-up task on Google Calendar, and alerts the owner in Microsoft Teams.
Automated Nimble Contact and Signal Digest
Every morning, WebRun checks Nimble for contacts added the day before along with any new social activity, posts a summary to Microsoft Teams, and creates a Trello card for the ones worth a follow-up.
Automated Neon CRM Membership Renewal Alerts
WebRun finds Neon CRM memberships and recurring donations lapsing in the next 14 days, queues a renewal reminder as a draft for your team to send, posts the worklist to Telegram, and texts the major gifts officer about the biggest ones.
Automated Mixmax Unanswered Open Alerts
Every Monday, WebRun checks Mixmax for sent emails opened multiple times with no reply in the last week, posts the follow up list to Slack, and pings Telegram about the single hottest one.
Automated Method CRM Tracker Reconciliation
WebRun compares customer and deal records in Method CRM against your master Google Sheet tracker, flags any mismatch, updates the sheet, and emails you a summary of what changed.
Automated Membrain Stuck Deal Nudges
WebRun finds Membrain deals that have sat in the same stage longer than your process allows, emails the owner a nudge, and logs the full stuck-deal list to Airtable.
Automated Mediafly Content Usage Digest
Every morning, WebRun checks Mediafly for which content reps shared and buyers opened the day before, and posts a summary to Slack, mirrored to Telegram, so enablement knows what's working.
Automated Maximizer CRM Forecast Reconciliation
WebRun compares your Maximizer CRM sales forecast against each deal's actual stage and close date, creates a Trello card for anything that looks off, and pings your sales manager on WhatsApp for the largest gaps.
Automated Mailshake Reply Sorting Digest
Every morning, WebRun checks Mailshake for campaign replies that need a human response, creates a Trello card for each one, and texts the rep on WhatsApp about the hottest reply.
Automated Lusha Territory Contact Routing
When a rep finds a strong contact via Lusha for an account outside their territory, WebRun logs the handoff, holds an intro call slot on the new owner's Google Calendar, and texts the new owner on WhatsApp.
Automated LionDesk Stale Lead Follow-Up
WebRun finds LionDesk leads with no contact in 7 days, drafts a short check-in message for your agent to personalize and send, and blocks a follow-up call slot on Google Calendar.
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