CRM & sales software
CRM & sales software automation templates, page 9
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 Groove Flow Reassignment Handoff
When a rep is marked out or a deal needs reassignment, WebRun finds their active Groove flows, creates a Trello handoff card with deal context for each one, and texts the new owner on WhatsApp.
Automated Gong Quiet Deal Detection
Every Monday, WebRun checks Gong for open deals with no recorded call in the last two weeks, logs the gap list to a Google Sheet, and drafts a check in email in Gmail for the rep to send to each stalled contact.
Automated GetProspect Daily Lead Digest
Every morning, WebRun checks GetProspect for the leads your searches turned up overnight, saves a backup export to Google Drive, and posts a summary to Slack so your team knows who's new.
Automated FullContact Contact Enrichment
WebRun finds contacts in your Airtable base missing a title, company, or social profile, looks each one up in FullContact, fills in what it finds, and logs a summary in Notion.
Automated Freshsales New Deal Setup Checks
When a new deal is added to Freshsales, WebRun checks that it has an owner, a next step, and a value set, books the intro call on Google Calendar, and texts the rep on WhatsApp if something required is missing.
Automated Follow Up Boss Stale Lead Alerts
Every Monday, WebRun checks Follow Up Boss for leads with no logged follow up in the last five days, saves the chase list as a report to Google Drive, and posts it to Slack for the team.
Automated Folk Contact Dedupe Checks
Every week, WebRun checks new contacts added to Folk against your Airtable master relationship database, flags likely duplicates, and logs any contact missing key details to a Notion cleanup list.
Automated Fireflies Meeting Notes Export
Every evening, WebRun compiles the day's Fireflies meeting summaries and action items into a Google Sheet tracker, and creates a searchable Notion page for each meeting.
Automated FindThatLead Verified Lead Export
WebRun runs your FindThatLead searches, verifies each email it returns, logs every new lead into a Notion database, and appends the verified rows to your master Google Sheet.
Automated Expandi Follow-Up Drafting
WebRun finds Expandi connections who accepted a week or more ago but never replied, drafts a short follow-up message for each and queues it for you to send, then texts you the count so nothing is forgotten.
Automated EngageBay Deal Handoff Alerts
The moment a deal in EngageBay reaches your Proposal stage, WebRun books a follow-up slot on Google Calendar and notifies the assigned rep in Microsoft Teams with the deal's full context.
Automated Efficy CRM Pipeline Scorecards
Every Monday, WebRun reviews your Efficy CRM pipeline, totals opportunities by stage and owner, posts the scorecard to Microsoft Teams, and creates a Trello card for every deal that has not moved in two weeks.
Automated Dux-Soup Reply Alerts
WebRun watches your Dux-Soup campaign activity for new replies and accepted connections, posts each one to Telegram right away, and texts you when a reply looks ready to book.
Automated Drift Hot Conversation Alerts
Every morning, WebRun reviews website chat conversations from Drift, saves the day's conversation log to Google Drive, and texts the rep on Twilio about any conversation that looks like a hot, ready to close lead.
Automated Dooly Notes Gap Detection
Every Monday, WebRun checks Dooly for deals that moved pipeline stage with no call notes logged, checks Gmail for context that might explain the move, and logs the documentation gap list to Google Sheets.
Automated DonorPerfect Lapsing Donor Alerts
Every morning, WebRun checks DonorPerfect for donors whose recurring gift is about to lapse or who have not given this year, logs the list to Airtable, and drafts a re-engagement email in Gmail for the top lapsing donors.
Automated D&B Hoovers ICP Match Alerts
Every morning, WebRun checks D&B Hoovers for newly matching companies against your ideal customer profile criteria, alerts the team in Microsoft Teams, and creates a Trello card so each match gets handed off to an SDR for research and outreach.
Automated Demandbase Account Engagement Scorecard
Every Friday, WebRun reviews target account engagement in Demandbase, confirms next week's ABM review has a slot on Google Calendar, and posts the scorecard to Microsoft Teams.
Automated DealHub Stalled Quote Alerts
Every Monday, WebRun checks DealHub for quotes sent but not opened or approved past a week, posts the stalled list to Slack, and pings Telegram about the largest one.
Automated Datagma Enrichment Quality Alerts
Every morning, WebRun checks Datagma's enrichment match rate against a healthy threshold, creates a Trello card to investigate any drop, and texts the data owner on WhatsApp.
Automated Crystal Knows Call Prep Briefings
When a new high value prospect's personality profile is generated in Crystal Knows, WebRun books a prep slot on the rep's Google Calendar before the first call, and texts them the communication style summary on WhatsApp.
Automated Crunchbase Funding Round Alerts
Every morning, WebRun checks Crunchbase for new funding rounds at the companies on your watchlist, drafts a congratulatory intro email in Gmail for each one, and logs the event to Airtable so the opportunity is not lost.
Automated Creatio Weekly Process Scorecard
Every Friday, WebRun reviews Creatio for pipeline movement and process automation completion rates, saves the weekly report to Google Drive, and posts a summary to Slack.
Automated Crayon Competitor Change Digest
Every morning, WebRun checks Crayon for tracked competitor changes like pricing, website updates, or new reviews, logs each change to Airtable, and updates the relevant Notion battlecard automatically.
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