Sales & Marketing

Sales & Marketing automation templates, page 18

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
All categories
Automated SupportBee Ticket Handoff
WebRun finds SupportBee tickets nobody has claimed, assigns each one to the next available agent, pings the team on Telegram, and texts the agent directly through Twilio for anything urgent.
SupportBeeTelegramTwilio
Automated Statusbrew SLA Breach Alerts
WebRun checks Statusbrew's smart rules and inbox for comments and DMs closing in on your response SLA, logs each one to Airtable, and emails you before it breaches.
StatusbrewGmailAirtable
Automated Spiceworks Warranty Expiry Alerts
WebRun checks your Spiceworks inventory for devices with a warranty expiring soon, exports the list to Google Sheets, and emails your IT manager a reminder to renew or replace before coverage lapses.
SpiceworksGoogle SheetsGmail
Automated SocialPilot Unified Inbox Digest
WebRun checks SocialPilot's social inbox for comments and DMs needing a reply, posts a Slack digest, and pings Telegram for anything urgent.
SocialPilotSlackTelegram
Automated SocialFlow Post Failure Alerts
WebRun checks SocialFlow's real-time publishing queue for posts that failed to go out at their optimized moment, creates a Trello card for review, and messages the team on WhatsApp.
SocialFlowTrelloWhatsApp
Automated Social Champ Weekly Performance Scorecard
WebRun checks Social Champ's scheduled post performance each week, exports the totals to Google Drive, and posts a recap to Slack.
Social ChampGoogle DriveSlack
Automated SocialBee Category Mix Scorecard
WebRun checks the upcoming week's SocialBee schedule for category balance, adds a review reminder to Google Calendar, and messages you on WhatsApp if one category is crowding out the rest.
SocialBeeWhatsAppGoogle Calendar
Automated SnapEngage Missed Chat Follow Up
WebRun finds SnapEngage chats that went unanswered where the visitor left an email, drafts a follow up email in Gmail for an agent to review, and logs every missed chat to Airtable for compliance records.
SnapEngageGmailAirtable
Automated Smartsupp Hot Lead Digest
WebRun reviews yesterday's Smartsupp chats each morning, flags visitors who showed strong buying intent, posts the digest to Slack, and pings Telegram if a hot lead never got a reply.
SmartsuppSlackTelegram
Automated SmarterQueue Category Runway Alerts
WebRun checks SmarterQueue's evergreen categories for how much content is left to recycle, logs the counts to Airtable, and sends a Notion alert before one runs dry.
SmarterQueueAirtableNotion
Automatic Slashdot Story Mention Tracking
WebRun scans Slashdot for front-page stories and comments mentioning your company, logs each one to Google Sheets, and sends a weekly digest to Notion.
SlashdotNotionGoogle Sheets
Automated Sked Social Failed Post Alerts
WebRun checks Sked Social's publishing queue for auto-posts that failed to go out, saves a weekly performance report to Google Drive, and texts you through Twilio when one fails.
Sked SocialTwilioGoogle Drive
Automated Sendible Client Onboarding Checklist
WebRun walks through connecting a new client's profiles in Sendible, schedules their first week of posts on Google Calendar, and notifies the account team in Microsoft Teams.
SendibleGoogle CalendarMicrosoft Teams
Automated Richpanel Order Issue Escalation
WebRun finds Richpanel order issue tickets stuck past your target resolution time, creates a Trello escalation card for the right teammate, and drafts a WhatsApp update for the customer once it's resolved.
RichpanelTrelloWhatsApp
Automated RecurPost Weekly Performance Reports
WebRun checks RecurPost's published post performance each week, posts a scorecard to Microsoft Teams, and creates a Trello card when it's time to restock a client's content.
RecurPostMicrosoft TeamsTrello
Automated Re:amaze Order Conversation Chase
WebRun finds Re:amaze conversations about an order that have gone unanswered, drafts a WhatsApp reply with the order status for an agent to send, and schedules a callback for VIP customers on Google Calendar.
Re:amazeWhatsAppGoogle Calendar
Automated Pure Chat Missed Lead Handoff
WebRun finds Pure Chat visitors who left contact details but never got a reply, archives the transcript to Google Drive, and posts a lead handoff to Slack for sales to follow up.
Pure ChatGoogle DriveSlack
Automated HaloITSM SLA Breach Digest
Every morning, WebRun checks HaloITSM for tickets breaching or close to breaching SLA, creates a Trello card for each, and pings the service desk lead on WhatsApp with the count.
HaloITSMTrelloWhatsApp
Automated Vero Workflow Error Handoff
Every hour, WebRun checks Vero for a triggered workflow that failed or errored, hands off the details to the engineer on Microsoft Teams, and logs a Trello card to track the fix.
VeroMicrosoft TeamsTrello
Automated Zhihu Question Opportunity Tracking
Every morning, WebRun scans Zhihu for new questions matching your industry topics, logs each as a content opportunity in Airtable, and drafts an answer outline in Notion for your writers.
ZhihuAirtableNotion
Automated Yotpo Unanswered Review Alerts
Every morning, WebRun finds Yotpo reviews, especially low-star ones, that have gone unanswered for more than 2 days, drafts a reply for each, schedules a Google Calendar follow-up, and alerts the CX owner on Microsoft Teams.
YotpoGoogle CalendarMicrosoft Teams
Automated Weverse Fan Engagement Tracking
Every morning, WebRun checks your artist's Weverse posts for comments and hearts, exports the day's engagement to Google Sheets, and saves the best fan comments to Notion for the team to feature.
WeverseNotionGoogle Sheets
Automated Weibo Brand Mention Alerts
WebRun watches Weibo for a sudden jump in mentions or hashtag activity about your brand, texts you through Twilio right away, and saves a sentiment report to Google Drive.
WeiboTwilioGoogle Drive
Automated WebEngage Journey Launch Checklist
When a new customer journey is created in WebEngage, WebRun walks the pre-launch checklist, confirms segments and channels are connected and a test send has run, posts a Microsoft Teams update once it's clear, and tracks each step on a Trello card.
WebEngageMicrosoft TeamsTrello

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.