CRM & sales software
CRM & sales software automation templates, page 3
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.
Automated Close CRM Data Hygiene Audits
Every Monday, WebRun audits your Close leads and opportunities for a missing owner, value, or required field, posts a fix list to Microsoft Teams by rep, and flags the big gaps on Telegram.
Automated Clearbit Company Domain Enrichment
Upload a list of company domains and WebRun looks each one up in Clearbit, fills in industry, size, and location, saves the finished sheet to Google Drive, and cards the best fits in Trello.
Automated Clay Credit Balance Alerts
Every morning, WebRun reads your Clay credit balance and how fast it is burning, tracks the runway in Notion, and texts you by Twilio when a campaign is about to run dry.
Automated Clari Forecast Submission Chasing
Every Monday, WebRun checks who has and has not submitted their Clari forecast, saves the roll up to Google Drive, and texts the reps still missing before the call starts.
Automated Chorus Rep Coaching Playlists
Every Monday, WebRun picks coachable moments from each rep's Chorus calls, builds a per-rep card in Trello, and logs the coaching history in Airtable.
Automated Chili Piper Availability Checks
Every Monday, WebRun checks your Chili Piper queues for next week's open slots and writes the coverage gaps to Notion before a prospect finds them.
Automated Sales Quota Risk Watchlist
Every Monday, WebRun reads attainment in CaptivateIQ, compares each rep against expected pace for the quarter, posts the watchlist to Microsoft Teams, and drafts a coaching note for each rep at risk.
Automated Capsule Pipeline Hygiene Checks
Every Monday, WebRun finds Capsule opportunities with no next task scheduled, logs them by owner in Airtable, and texts you the drifting list before the pipeline call.
Automated Bitrix24 New Lead Triage
Every morning, WebRun lists the Bitrix24 leads that arrived overnight with no responsible person or no first activity, posts the triage list to Microsoft Teams, and sends the manager a Telegram summary.
Automated Attio Record Enrichment and Routing
The moment a record lands in Attio, WebRun fills in the missing attributes, assigns an owner, drafts the first email in Gmail, and hands it to the rep in Slack.
Automated 6sense Intent Keyword Reviews
Every Monday, WebRun reviews the intent keywords driving your 6sense segments, proposes terms to add or drop per group, sends you the shortlist on WhatsApp, and logs it in Airtable.
Automated ZoomInfo Sales Meeting Briefs
Each morning, WebRun reads tomorrow's meetings in Google Calendar, looks each company up in ZoomInfo, and posts a prep brief to Microsoft Teams.
Automated Salesloft Reply Follow-Up Routing
Every morning, WebRun collects the prospects who replied in Salesloft, creates a follow-up card per reply on your Trello board, and messages the owning rep on WhatsApp.
Automated Outreach Sequence Reporting
Every Monday, WebRun reads reply and meeting rates for each Outreach sequence, updates a Google Sheets scorecard, and files a dated copy of the report in Google Drive.
Automated Dynamics 365 Stale Deal Alerts
Every morning, WebRun finds Dynamics 365 opportunities with no activity for weeks, alerts the owner on Telegram, and queues a short check-in text in Twilio for approval.
Automated Mailshake List Hygiene Checks
Every week, WebRun reviews Mailshake bounces, reads the auto-replies sitting in Gmail, and builds a clean suppression list in Airtable before your next send.
Automated Lusha Credit Balance Alerts
Every morning, WebRun reads your Lusha credit balance and usage by user, records the burn rate in Notion, and texts your admin through Twilio when the balance drops below your limit.
Automated Lemlist Reply Routing
Through the day, WebRun reads new lemlist replies, separates the interested ones from bounces and opt-outs, texts the owning rep, and posts the lead to Teams.
Automated LeadSquared Untouched Lead Alerts
Twice a day, WebRun finds LeadSquared leads with no call, email, or task logged since they arrived, posts the list to Telegram, and pings each owner on WhatsApp.
Automated LeadIQ Untouched Prospect Chasing
Every Monday, WebRun opens LeadIQ, finds prospects captured more than a week ago with no outreach logged, cards each one in Trello for its rep, and nudges the team on WhatsApp.
Automated Leadfeeder Repeat Visitor Watchlist
Every Monday, WebRun finds companies that visited your site several times last week in Leadfeeder, logs them in Airtable, and writes a short account brief in Notion.
Automated Kommo New Lead Follow-Up
Every few minutes, WebRun checks Kommo for leads that just landed, drafts a Twilio SMS for the owning rep to approve, and pings the sales group on Telegram so nobody waits.
Automated JustCall Daily Call Logs
Every morning, WebRun reads yesterday's JustCall activity, files a dated call log with outcomes and recording links into Google Drive, and sends the headline numbers on WhatsApp.
Automated Instantly Reply Routing
A few times a day, WebRun reads new Instantly replies, picks out the interested ones, hands each to an owner in Teams, and WhatsApps you the hottest.
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