CRM & sales software
CRM & sales software automation templates, page 2
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.
Automatic Mailshake Campaign Runway Alerts
Every morning, WebRun checks how many prospects each running Mailshake campaign has left, writes the runway into Notion, and files the top-up brief in Google Drive.
Automated Lusha Prospect List Building
Every Monday, WebRun runs your saved Lusha filters, drops the deduped contacts into Airtable, and opens a Trello card per rep with the accounts they are working this week.
Automated lemlist Deliverability Monitoring
Every Monday, WebRun reads bounce and unsubscribe rates per lemlist sending address, records the week in Airtable, and writes the deliverability review into Notion with what to cut.
Automated LeadSquared Rep Activity Scorecard
Every Monday, WebRun counts each LeadSquared rep's calls, tasks and opportunities, checks the meetings they held in Google Calendar, and drafts the scorecard in Gmail.
Automatic LeadIQ Job Change Alerts
Every morning, WebRun checks LeadIQ for tracked contacts who moved to a new company, records the new role in Airtable, and texts the owning rep so the opener happens first.
Automated Leadfeeder Top Page Reporting
Every Monday, WebRun reads which pages your Leadfeeder company visits landed on, posts the ranking to Microsoft Teams, and sends the top movers to Telegram so your next piece of content aims at what works.
Automated Kommo Weekly Pipeline Reports
Every Monday, WebRun rolls up your Kommo pipeline by stage and by rep, posts the numbers to Slack, and drafts the owner an email summary in Gmail for you to send.
Automated JustCall Weekly Call Scorecard
Every Monday, WebRun totals last week's JustCall activity per rep, records call volume, talk time, and dispositions in Airtable, and posts the scorecard to Notion.
Automated Instantly Campaign Lead Refills
Every morning, WebRun counts the leads left in each Instantly campaign, works out how many days of sending remain, and puts the ones running dry on a Trello board.
Automated Insightly Lead Routing
When a lead is added in Insightly, WebRun assigns the owner from your routing rules, creates a first follow-up task, and alerts that rep in Telegram and the team in Slack.
Automated Hunter Campaign Reply Triage
Every hour, WebRun reads new replies and bounces on your Hunter campaigns, opens a Trello card per reply with the contact and message, and keeps the running record in Notion.
Automated Highspot Training Completion Chasing
Every morning, WebRun checks who has not finished assigned Highspot training, tracks the gap in Google Sheets, and drafts a Twilio text reminder for each rep running late.
Automated Groove Warm Prospect Queue
Every morning, WebRun reads your Groove flow engagement, finds prospects opening and clicking without replying, checks the thread in Gmail, and posts a ranked call list to Slack.
Automated Gong Competitor Mention Alerts
Every morning, WebRun reads yesterday's Gong call transcripts, pulls out every competitor and pricing mention with the quoted line, and files each one in Trello.
Automated Freshsales Contact Data Cleanup
Every night, WebRun scans Freshsales for contacts with a missing email or phone, no owner, or an obvious duplicate, logs them in Airtable, and opens a Trello card per batch.
Automated Follow Up Boss Lead Source Reports
Every Monday, WebRun groups your Follow Up Boss people by lead source, follows each group through to appointments and deals, and files the per source numbers in Airtable and Notion.
Automated Folk Meeting Prep Briefs
Every morning, WebRun reads today's Google Calendar, pulls each attendee's Folk record, and writes you a short prep brief per meeting in a Google Sheet.
Automated Fireflies Competitor Mention Report
Every Monday, WebRun reads last week's Fireflies.ai transcripts, counts every competitor and objection mentioned, logs the tally in Airtable, and texts you the headline.
Automated Drift Meeting Booking Checks
Every morning, WebRun checks the meetings booked through Drift against the assigned rep's calendar in Microsoft Teams and pings Telegram when a booking never landed.
Automated D&B Hoovers Contact Coverage Audit
Every Monday, WebRun audits your D&B Hoovers target accounts for missing buying-role contacts, checks Gmail for anyone you already know there, and posts the gaps to Slack.
Automated Demandbase Campaign Pacing Checks
Every Monday, WebRun checks each Demandbase campaign's spend against plan and days left in flight, opens a Trello card for anything off pace, and messages you on WhatsApp.
Automated Crunchbase Market Map Building
Every Monday, WebRun sweeps a Crunchbase category into a comparable market map with size, funding and location, texts you the headline changes, and posts the map to Microsoft Teams.
Automated Copper Won Deal Handoff
Every morning, WebRun finds the Copper opportunities that moved to won, builds the client folder in Google Drive, and opens a kickoff card with scope and contacts.
Automated Cognism Credit Usage Tracking
Every Monday, WebRun opens Cognism, reads the credits and exports used per user against what is left in the period, sends the burn rate to Telegram, and posts the per-user breakdown to Slack.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.