CRM & sales software

CRM & sales software automation templates, page 11

248 ready-made workflows for CRM & sales software. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: WhatsApp, Airtable and Trello.

CRM & sales software
All categories
Automated Ambition Scorecard Coaching Handoff
Every Monday, WebRun checks Ambition for reps whose scorecard metrics fell below target last week, logs each one to Airtable, and hands off a coaching note to the manager in Notion.
AmbitionAirtableNotion
Automated Allego Weekly Readiness Scorecard
Every Friday, WebRun reviews Allego for training completion and practice pitch scores, logs a readiness scorecard to Google Sheets, and summarizes it in Notion for the enablement manager.
AllegoGoogle SheetsNotion
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.
AlbacrossGoogle DriveTwilio
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.
Agile CRMGoogle CalendarMicrosoft Teams
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.
AeroLeadsMicrosoft TeamsTrello
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.
Adapt.ioTelegramTwilio
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.
Act!Google SheetsGmail
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.
6senseMicrosoft TeamsTrello

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