Sales & Marketing

Sales & Marketing automation templates, page 16

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 Buffer Weekly Post Reporting
Every Monday, WebRun reads last week's Buffer post performance, files a dated scorecard in Google Drive, and sends you a WhatsApp summary of your best and worst performers.
Buffer›Google Drive›WhatsApp
Automated Bluesky Post Scorecards
Every Monday, WebRun reviews last week's Bluesky posts, ranks them by replies, reposts, and likes, and sends the scorecard to Microsoft Teams and WhatsApp.
Bluesky›Microsoft Teams›WhatsApp
Automated Brevo Campaign Scorecard
Every Monday, WebRun reads last week's Brevo campaign results, writes each one into Airtable, and publishes a plain-English scorecard to Notion for the team.
Brevo›Airtable›Notion
Automated Braze Campaign Performance Reports
Every Monday, WebRun reads your Braze campaign and Canvas results, files the numbers in a dated Google Drive sheet, and sends the team a WhatsApp summary.
Braze›Google Drive›WhatsApp
Automated BMC Helix SLA Breach Alerts
Every morning, WebRun reads open BMC Helix tickets nearing their SLA target, opens a Trello card for each owner, and logs the day's at-risk count in Airtable.
BMC Helix›Trello›Airtable
Automated Bloomreach Campaign Reporting
Every Monday, WebRun reads last week's Bloomreach campaign results, logs the numbers into Airtable, and opens a Trello card for any campaign that underperformed your benchmark.
Bloomreach›Trello›Airtable
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.
Bitrix24›Airtable›Notion
Automated Birdeye Review Reply Drafts
Every morning, WebRun finds Birdeye reviews nobody has answered, logs them in Airtable, and writes a ready-to-post reply into Notion for you to approve.
Birdeye›Airtable›Notion
Automated BeReal Post Archiving
Every morning, WebRun opens BeReal, saves yesterday's post and its details into a dated Google Drive folder, and sends you a WhatsApp confirmation of what was archived.
BeReal›Google Drive›WhatsApp
Automated Beehiiv Send Reporting
The morning after each Beehiiv send, WebRun reads the post's open rate, clicks, and unsubscribes, files the numbers on a Trello card, and sends the headline result to WhatsApp.
Beehiiv›Trello›WhatsApp
Automatic Beacons Broken Link Checks
Every Monday, WebRun opens each link on your Beacons page, checks it still loads the right destination, logs the results to a Google Sheet, and texts you anything broken.
Beacons›Google Sheets›WhatsApp
Automated Baidu Tieba Brand Monitoring
Every morning, WebRun searches Baidu Tieba for your brand, sends the day's mentions to Telegram, and queues a Twilio alert to the duty manager when something looks urgent.
Baidu Tieba›Telegram›Twilio
Automated AWeber Broadcast Reporting
Every Monday, WebRun reads last week's AWeber broadcast stats, posts a plain-English scorecard to Slack, and drafts the summary email to your stakeholders in Gmail.
AWeber›Gmail›Slack
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.
Attio›Twilio›Telegram
Automated Attentive Campaign Scorecard
Every Monday, WebRun pulls last week's Attentive campaign results, opens a Trello card for anything that underperformed, and sends you the scorecard on WhatsApp.
Attentive›Trello›WhatsApp
Automated Assembled Time-Off Request Chase
Every morning, WebRun opens Assembled, finds time-off and shift-swap requests still awaiting a decision, opens a Trello card for each, and drafts the agent a WhatsApp reply.
Assembled›Trello›WhatsApp
Automated AskNicely Pre-Call Briefs
Every morning, WebRun reads the latest AskNicely feedback, matches it to today's customer meetings in Google Calendar, and sends each owner a WhatsApp brief before the call.
AskNicely›Google Calendar›WhatsApp
Automated Airship Campaign Reporting
Every Monday, WebRun pulls last week's Airship campaign results, appends one row per campaign to Airtable, and writes a short read of what worked in Notion.
Airship›Airtable›Notion
Automated Agorapulse Schedule Gap Checks
Every Monday, WebRun reads your Agorapulse publishing calendar for the week ahead, logs what is queued in Airtable, and puts the gaps on your Google Calendar as content slots to fill.
Agorapulse›Airtable›Google Calendar
Automated Ada Knowledge Gap Reports
Every week, WebRun reviews the topics your Ada bot answers poorly, logs each gap in Airtable, and drafts a replacement answer in Notion for your team to approve.
Ada›Airtable›Notion
Automated ActiveCampaign List Hygiene
Every month, WebRun finds bounced, unengaged, and duplicate contacts in ActiveCampaign, drafts the cleanup in Gmail, and posts the summary to Slack.
ActiveCampaign›Gmail›Slack
Automated Acquire Support Shift Handover
At the end of each day, WebRun opens Acquire, summarises every open conversation and who is still waiting, posts the handover note to Microsoft Teams, and flags the longest waits on Telegram.
Acquire›Microsoft Teams›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.
6sense›Google Drive›Twilio
Automated Zammad Agent Onboarding Checklist
WebRun walks through the setup checklist for a new Zammad agent, verifies their mailbox routing and permissions, and tracks completion in Airtable while confirming access by email.
Zammad›Gmail›Airtable

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