Sales & Marketing

Sales & Marketing automation templates

1,031 ready-made workflows for Sales & Marketing. 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: Slack, WhatsApp and Gmail.

Sales & Marketing
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Automated Yotpo Review Request Scorecard
Every Monday, WebRun reads your Yotpo review requests and the reviews they produced, works out the conversion per product, opens a Trello card for every catalog gap, and sends you the scorecard on WhatsApp.
YotpoTrelloWhatsApp
Automated Yesware Warm Prospect Call Lists
Every morning, WebRun reads yesterday's Yesware opens and clicks, builds a ranked call list in Google Sheets, and sends the top names to your rep on WhatsApp.
YeswareGoogle SheetsWhatsApp
Automated Xactly Comp Plan Acceptance Chasing
Every Monday, WebRun checks who has accepted their Xactly compensation plan document, tracks the outstanding names in Notion, and sends the chase list to WhatsApp so nobody is paid on an unsigned plan.
XactlyNotionWhatsApp
Automated WebEngage Delivery Health Alerts
Every morning, WebRun reads your live WebEngage campaign delivery reports, texts you through Twilio when bounces or unsubscribes cross your line, and files the numbers in Google Drive.
WebEngageTwilioGoogle Drive
Automated Warpcast Weekly Cast Scorecards
Every Monday, WebRun grades your past week of Warpcast casts on replies, recasts, likes, and follower change, files the scorecard in Google Drive, and sends the highlights to WhatsApp.
WarpcastWhatsAppGoogle Drive
Automated VSCO Unpublished Image Queue
Every morning, WebRun finds the VSCO images you finished editing but never posted, queues them in Microsoft Teams, and sends you the shortlist on WhatsApp.
VSCOMicrosoft TeamsWhatsApp
Automated VK Community Growth Reporting
Every Monday, WebRun reads your VK community stats, records subscribers, reach and per-post performance in Airtable, and writes the trend up as a dated growth note in Notion.
VKAirtableNotion
Automated Insider Pre-Send Campaign Checks
Every morning, WebRun opens Insider, inspects the campaigns queued to send, checks audience size and links, texts you through Twilio, and posts the checklist to Microsoft Teams.
InsiderTwilioMicrosoft Teams
Automated Unbounce Lead Handoff to Sales
Every hour, WebRun collects new leads from your Unbounce pages, posts each one to the sales channel in Microsoft Teams with the page and variant it came from, and pings the rep on duty in WhatsApp.
UnbounceMicrosoft TeamsWhatsApp
Automated Typefully Stale Draft Reminders
Every Monday, WebRun lists the Typefully drafts you have not touched in weeks, writes them into Google Sheets oldest first, and messages you the top few on WhatsApp.
TypefullyGoogle SheetsWhatsApp
Automatic Tumblr Queue Depth Monitoring
Every morning, WebRun counts what is left in your Tumblr queue and drafts folder, logs the days of runway in Notion, and messages you on WhatsApp before it empties.
TumblrNotionWhatsApp
Automated Textmagic Undeliverable Number Cleanup
Every Monday, WebRun reads your Textmagic delivery reports, queues the numbers that keep failing on a Trello card for approval, and messages you the summary on WhatsApp.
TextmagicTrelloWhatsApp
Automated Blind Comment Reply Drafting
Every night, WebRun reads the new comments on your team's Blind posts, writes a suggested reply for each one into a Trello card, and pings your employer brand lead in WhatsApp to approve them.
BlindTrelloWhatsApp
Automated Tailwind Failed Post Recovery
Every hour, WebRun checks your Tailwind queue for scheduled posts that failed to publish, logs each one in Airtable with its error, and alerts you on Telegram.
TailwindAirtableTelegram
Automated Systeme.io Affiliate Payout Review
Every Monday, WebRun reads the commissions your Systeme.io affiliates earned, builds a payout sheet in Google Sheets, and sends you a WhatsApp summary of what is owed before any money moves.
Systeme.ioGoogle SheetsWhatsApp
Automated SugarCRM Pipeline Hygiene Reviews
Every Monday, WebRun audits SugarCRM opportunities for past close dates, stale stages and missing activity, builds a per rep cleanup list in Airtable, and files the review in Google Drive.
SugarCRMGoogle DriveAirtable
Automated Streak Daily Follow-Up Lists
Every morning, WebRun reads the Streak tasks and reminders due today across every pipeline, opens a Trello card per follow-up, and logs the day's list in Airtable.
StreakTrelloAirtable
Automated StockTwits Watchlist Weekly Recap
Every Monday, WebRun reads the week's message volume for every symbol on your StockTwits watchlist, posts the full recap to Microsoft Teams, and sends the biggest movers in attention to Telegram.
StockTwitsMicrosoft TeamsTelegram
Automated Stack Overflow Activity Reports
Every Monday, WebRun reviews your Stack Overflow account activity, posts a scorecard of answers, comments and reputation to Telegram, and drafts a Gmail digest for the wider team.
Stack OverflowTelegramGmail
Automated Sprinklr Post Approval Chasing
Every morning, WebRun finds the Sprinklr posts due to publish today that are still awaiting approval, blocks time in Google Calendar to clear them, and sends the social lead the nudge list on WhatsApp.
SprinklrGoogle CalendarWhatsApp
Automated SparkPost Bounce Review
Every Monday, WebRun reads last week's SparkPost suppressions and bounces, groups them by reason and sending domain in Notion, and sends you the headline numbers on WhatsApp.
SparkPostNotionWhatsApp
Automated Snov.io Campaign Reply Triage
Every morning, WebRun reads the replies sitting in your Snov.io campaigns, sorts them into interested, not now, and opt-out, queues the warm ones in Airtable, and briefs each in Notion.
Snov.ioAirtableNotion
Automated Skool Unanswered Post Alerts
Every morning, WebRun scans your Skool community for posts nobody has replied to, logs them oldest first in Airtable, and drafts a Twilio text so a moderator picks them up.
SkoolAirtableTwilio
Automated SimpleTexting Inbox Triage
Every hour, WebRun works your SimpleTexting inbox, drafts a reply for each conversation waiting on a human, queues them oldest first in Airtable, and logs opt-outs in Google Drive.
SimpleTextingAirtableGoogle Drive

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