Sales & Marketing

Sales & Marketing automation templates, page 23

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 Hypefury Weekly Growth Scorecard
Every Monday, WebRun checks your Hypefury analytics for follower growth and top tweets, logs the numbers in Google Sheets, and emails you the scorecard.
HypefuryGoogle SheetsGmail
Automated Hiver Unassigned Email Handoff
WebRun finds shared inbox emails in Hiver that nobody has claimed, assigns each one to the next available agent, and creates a Trello card so the handoff is tracked.
HiverMicrosoft TeamsTrello
Automated HelpSpot Overdue Ticket Alerts
WebRun watches your HelpSpot mailbox for tickets that have passed your response deadline, pings your team on Telegram, and texts the on call agent through Twilio for anything critical.
HelpSpotTelegramTwilio
Automated Helpshift Daily Issue Digest
WebRun reviews new Helpshift issues from your mobile apps each morning, exports the open queue to Google Sheets, and emails your support lead a summary of what needs attention first.
HelpshiftGoogle SheetsGmail
Automated HelpCrunch Stale Conversation Alerts
WebRun finds HelpCrunch conversations that have gone unanswered past your target response time, drafts a follow up email for review, and logs every stale thread to Airtable so nothing sits forgotten.
HelpCrunchGmailAirtable
Automated HappyFox SLA Breach Alerts
WebRun checks your HappyFox queue for tickets approaching their SLA deadline, posts a running risk digest to Slack, and pings Telegram the moment a ticket is minutes from breaching.
HappyFoxSlackTelegram
Automated Groove Overdue Ticket Alerts
Every afternoon, WebRun checks Groove for tickets open past 24 hours without a reply, adds a follow-up block to the assigned agent's calendar, and pings them on WhatsApp.
GrooveWhatsAppGoogle Calendar
Automated Gladly Repeat Contact Tracking
Every week, WebRun pulls each customer's full Gladly conversation history for repeat contacts, saves a summary report to Google Drive, and flags anyone who reached out 3 or more times to Slack.
GladlyGoogle DriveSlack
Automated Genius Lyrics Annotation Digest
Every morning, WebRun checks your artist's Genius pages for new annotations and comments, logs the most interesting fan interpretations in Airtable, and emails your team a summary.
GeniusGmailAirtable
Automated Gab Brand Mention Alerts
WebRun watches Gab for a sudden jump in mentions of your brand or hashtag, alerts Slack right away, and posts a daily digest of the day's mentions to Telegram.
GabSlackTelegram
Automated Front Porch Forum Post Monitoring
Every morning, WebRun scans today's Front Porch Forum posts for ones relevant to your business, drafts a helpful reply, creates a Trello card, and messages the owner on WhatsApp.
Front Porch ForumTrelloWhatsApp
Automated Frill Feature Idea Export
Every week, WebRun exports Frill feature ideas above your vote threshold to an Airtable backlog, and links each to the relevant spec page in Notion if one already exists.
FrillAirtableNotion
Automated Freshservice SLA Ticket Digest
Every morning, WebRun pulls Freshservice tickets closing in on their SLA deadline, blocks focus time on the assigned tech's calendar, and posts the day's priority list to Microsoft Teams.
FreshserviceGoogle CalendarMicrosoft Teams
Automated Freshchat Agent Onboarding Tracking
When a new agent is added to Freshchat, WebRun tracks their onboarding checklist on a Trello card and posts a heads-up to Microsoft Teams once they're ready to take chats.
FreshchatMicrosoft TeamsTrello
Automated Foursquare Check-in and Tip Digest
Every morning, WebRun checks your venue's Foursquare activity for new check-ins, tips, and photos, messages you the digest on WhatsApp, and flags negative tips for a follow-up meeting on Google Calendar.
FoursquareWhatsAppGoogle Calendar
Automated Fishbowl Company Mention Tracking
WebRun watches Fishbowl bowls for new posts mentioning your company, drafts a response for review, logs the thread to Google Drive, and alerts your HR or comms team in Slack.
FishbowlGoogle DriveSlack
Automated FeedHive Queue Gap Tracking
Every night, WebRun checks your FeedHive scheduling queue for upcoming gaps, logs the queue status in Airtable, and parks fresh content ideas in Notion for you to fill them.
FeedHiveAirtableNotion
Automated Featurebase Feedback Triage Digest
Every week, WebRun tallies the top-voted posts in Featurebase, checks Notion for whether each already has a roadmap entry, and logs the ones that don't to Google Sheets.
FeaturebaseNotionGoogle Sheets
Automated Fantia Weekly Patron Scorecard
Every Monday, WebRun checks your Fantia page for new and lost backers and plan tier changes, logs the numbers in Google Sheets, and updates your content plan in Notion.
FantiaNotionGoogle Sheets
Automated Oracle Eloqua Hot Lead Handoff
Every hour, WebRun checks Oracle Eloqua for contacts whose lead score just crossed your qualification threshold, hands off the details to the assigned rep on Telegram, and sends a Twilio SMS to the rep for your very highest scoring leads.
Oracle EloquaTelegramTwilio
Automated eGain Knowledge Article Review Reminders
Every week, WebRun checks eGain for knowledge articles due for their scheduled review, saves the due list to Google Drive, and texts the content owner a reminder.
eGainTwilioGoogle Drive
Automated eDesk Marketplace Message Digest
Every morning, WebRun reviews eDesk messages awaiting reply across your marketplaces, blocks a Google Calendar focus slot sized to the backlog, and posts the breakdown to Microsoft Teams.
eDeskGoogle CalendarMicrosoft Teams
Automated Dixa SLA Breach Paging
WebRun watches Dixa for conversations closing in on their response-time target, pings on-call on Telegram right away, and escalates to Twilio SMS if it isn't acknowledged.
DixaTelegramTwilio
Automated Discourse Flagged Topic Logging
Every morning, WebRun checks Discourse for topics flagged by members, checks Gmail for any related support thread, and logs everything to a Google Sheet for the moderation team.
DiscourseGoogle SheetsGmail

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