CRM & sales software
CRM & sales software automation templates, page 5
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 Attio Stale Deal Nudges
Every morning, WebRun finds Attio deals with no activity for two weeks, queues an SMS nudge to the deal owner in Twilio, and posts the quiet list to Telegram.
Automated 6sense Segment Reporting
Every Monday, WebRun reads each 6sense segment, files a dated coverage report in Google Drive showing how accounts moved between buying stages, and texts each rep their own segment change.
Automated Zopto Meeting Booking
The moment a prospect agrees to meet in a Zopto LinkedIn or email campaign, WebRun books the slot on Google Calendar and posts the handoff to Microsoft Teams.
Automated Zeliq Contact and Engagement Digest
Every morning, WebRun checks Zeliq for verified contacts found and engagement signals from the day before, posts a summary to Microsoft Teams, and creates a Trello card for the hottest ones.
Automated Yesware Weekly Engagement Scorecard
Every Friday, WebRun tallies Yesware's weekly email open, click, and reply rates per rep, reviews which threads got the most engagement, and logs a scorecard to Airtable.
Automated Xactly Commission Anomaly Alerts
Every morning, WebRun checks Xactly for commission calculations that differ sharply from the prior period or cross a plan threshold, alerts the comp team in Slack, and pings Telegram for urgent cases.
Automated Workbooks CRM Lead Setup Checklist
The moment a new lead is created in Workbooks CRM, WebRun checks it has an owner and a follow-up task, posts it to Telegram, and texts the owner if the first call deadline is close.
Automated Woodpecker Final Step Follow-Up
WebRun finds Woodpecker prospects who finished a campaign with no reply, logs them to Google Sheets, and drafts one last personalized email in Gmail for the rep to review and send.
Automated Wiza Sales Navigator List Export
Every morning, WebRun runs your queued Wiza exports from LinkedIn Sales Navigator searches, verifies the emails returned, logs them to Airtable, and emails the requester when the list is ready.
Automated Wise Agent Client Anniversary Alerts
Every morning, WebRun checks Wise Agent for past clients with a home anniversary or scheduled follow-up date coming up in the next 14 days, and posts the list to Slack, mirrored to Telegram.
Automated Waalaxy Positive Reply Handoff
WebRun checks Waalaxy campaigns for replies that read as positive, creates a Trello card in your Hot Leads list, and pings the assigned rep on WhatsApp.
Automated Vymo No-Activity Account Alerts
WebRun finds Vymo accounts with no logged visit or activity in 10 days, schedules a check-in on Google Calendar, and pings the rep on WhatsApp.
Automated Vtiger New Opportunity Checklist
The moment a new opportunity is created in Vtiger, WebRun checks it has an owner and a close date, backs up its details to Google Drive, and posts it to Slack.
Automated Voila Norbert Email List Verification
WebRun runs your existing Airtable contact list through Voila Norbert to verify each email, flags anything undeliverable, and updates the status in Notion.
Automated Visitor Queue Account Export
Every morning, WebRun checks Visitor Queue for companies identified visiting your site the day before, appends them to Google Sheets, and logs an account brief in Notion.
Automated Varicent Quota Sign-Off Reminders
WebRun checks Varicent for reps and managers who haven't signed off on their quota or comp plan before the period deadline, saves the outstanding list to Google Drive, and texts the plan administrator.
Automated VanillaSoft SLA Breach Alerts
WebRun checks VanillaSoft for leads that have sat in the queue past your response time SLA, books a callback slot on Google Calendar, and alerts the manager in Microsoft Teams.
Automated UpLead List Verification Checklist
The moment you build a new target list in UpLead, WebRun verifies the contacts it returns, creates a Trello card to track the list's build-out, and posts progress to Microsoft Teams.
Automated Truly Call Action Item Handoff
The moment a Truly call recording is ready, WebRun reviews it for action items and commitments made, posts a summary to Telegram, and texts the rep anything that needs same-day follow-up.
Automated Thryv New Customer Export
Every Friday, WebRun exports every new customer and appointment booked in Thryv this week to Google Sheets, and emails you a summary.
Automated Teamleader Contract Renewal Drafts
WebRun finds Teamleader contracts and subscriptions renewing within 30 days, drafts a renewal outreach email in Gmail for the account owner to review and send, and logs every renewal to Airtable.
Automated Teamgate Inactive Deal Escalation
WebRun watches Teamgate for deals with no activity in 14 days, posts them to Slack for the team, and escalates the largest ones to the sales manager on Telegram.
Automated SugarCRM Qualified Lead Handoff
Every hour, WebRun checks SugarCRM for leads just marked qualified, creates a Trello handoff card with the lead's context, and texts the new AE on WhatsApp.
Automated Streak Stuck Deal Detection
Every Monday, WebRun checks Streak for deals sitting in the same pipeline stage far longer than usual, books a check in call on Google Calendar for the oldest ones, and texts the rep on WhatsApp.
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