CRM & sales software
CRM & sales software automation templates, page 4
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 Insightly Stale Deal Follow-Up
Every morning, WebRun opens Insightly, finds open opportunities with no activity for too long, logs the ageing list in Airtable, and writes each owner a follow-up brief in Notion.
Automated Hunter.io Contact Enrichment
Every Monday, WebRun takes the new company domains from your Google Sheet, runs each one through Hunter.io to find decision-maker emails, writes them back with confidence scores, and pings the rep on WhatsApp.
Automated Highspot Content Review Queue
Every Monday, WebRun finds Highspot content that is expiring or overdue for review, builds a review board in Notion, and posts the owners list to your enablement WhatsApp group.
Automated Groove Sales Activity Scorecard
Every Monday, WebRun opens Groove, pulls last week's outreach activity per rep, saves the scorecard to Google Drive, and keeps a running history of the numbers in Airtable.
Automated Gong Next Step Tracking
Every morning, WebRun reads yesterday's Gong calls for the next steps reps committed to, posts the open list to Microsoft Teams, and queues a text in Twilio to anyone whose promise is overdue.
Automated Freshsales Pipeline Review Pack
Every Monday, WebRun reads your Freshsales pipeline, writes a review pack in Notion with movement, slippage and risk by rep, and texts the sales lead the headline numbers.
Automated Follow Up Boss Appointment Reminders
Every afternoon, WebRun reads tomorrow's Follow Up Boss appointments, queues a reminder text in Twilio for each client, and posts the agent's run sheet to Microsoft Teams.
Automated Folk Stalled Deal Follow-Ups
Every Monday, WebRun finds Folk deals with no activity in two weeks, drafts a follow-up email for each owner, and sends you the chase list on WhatsApp.
Automated Fireflies Action Item Tracking
Every morning, WebRun reads yesterday's Fireflies.ai call summaries, pulls out who promised what, creates a Trello card per commitment, and sends you the day's list on WhatsApp.
Automated Drift Playbook Performance Reporting
Every Monday, WebRun reads last week's Drift playbook results, logs each one in Airtable, and writes a plain summary of what to keep and what to fix in Notion.
Automated D&B Hoovers Account Change Alerts
Every week, WebRun rechecks your watched accounts in D&B Hoovers, files the refreshed company records in Google Drive, and pings Telegram when headcount, ownership or industry data moves.
Automated Demandbase Intent Account Handoff
Every morning, WebRun finds the target accounts showing new intent in Demandbase, drafts an outreach email in Gmail for each owner, and posts the handoff list to Slack.
Automated Crunchbase Watchlist Updates
Every Monday, WebRun refreshes your Crunchbase watchlist into Google Sheets, tracks what changed on each company, and sends the notable moves to your team on WhatsApp.
Automated Copper Quiet Contact Follow-Ups
Every Monday, WebRun finds Copper contacts with no activity for weeks, drafts a personal check-in email for each in Gmail, and sends you the call list on WhatsApp.
Automated Cognism Prospect List Building
Every Monday, WebRun runs your saved Cognism searches, adds new matching accounts and contacts to Airtable, and publishes the week's target list on your Notion sales page.
Automated Close CRM Pipeline Review
Every Monday, WebRun reads your Close pipeline, totals what moved last week, files the review on a Trello card, and sends each rep their numbers on WhatsApp.
Automated Clearbit Account Data Refresh
Every Monday, WebRun looks up each company in your Notion account list on Clearbit, fills in the missing firmographics, and sends your team a WhatsApp summary of what changed.
Automated Clay Lead Handoff
Every morning, WebRun reads the rows your Clay table finished enriching overnight, sends the ones matching your criteria to WhatsApp, and books outreach time in Google Calendar.
Automated Clari Stalled Deal Reviews
Every Monday, WebRun reads your Clari pipeline, pulls out deals with no activity or no stage change inside your window, writes the review list in Notion, and logs the history in Airtable.
Automated Chorus Competitor Mention Reports
Every Monday, WebRun reviews last week's Chorus call recordings for competitor mentions, writes the quotes into a Notion battlecard page, and texts your sales lead the headline.
Automated Chili Piper No-Show Recovery
Every morning, WebRun finds yesterday's Chili Piper no-shows and cancellations, queues a short reschedule text in Twilio for your approval, and posts the recovery list to Microsoft Teams.
Automated CaptivateIQ Approval Chasing
Every morning during approval week, WebRun checks which CaptivateIQ statements are still unapproved, opens a Trello card per rep and manager, and posts the outstanding list to WhatsApp.
Automated Capsule CRM Lead Onboarding
When a new contact lands in Capsule, WebRun builds a Trello card with the first-week checklist, fills in what it found on the record, and pings the owner on WhatsApp.
Automated Bitrix24 Stale Deal Follow-Ups
Every Monday, WebRun finds Bitrix24 deals with no activity for longer than you allow, logs them in Airtable with their age, and writes each rep a follow-up brief in Notion.
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