Sales & Marketing

Sales & Marketing automation templates, page 25

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 9GAG Weekly Performance Scorecard
Every Monday, WebRun checks your 9GAG account for last week's top posts and trending tags, messages you the scorecard on WhatsApp, and books a content brainstorm on Google Calendar.
9GAGWhatsAppGoogle Calendar
Automated 500px Portfolio Activity Digest
Every morning, WebRun checks your 500px portfolio for new views, likes, and licensing inquiries, backs up your top images to Google Drive, and posts the digest to Slack.
500pxGoogle DriveSlack
Automated Hacker News Score Threshold Alerts
WebRun watches your Hacker News submissions and mentions, logs every one to a Google Sheet, and emails you the moment one crosses your score threshold.
Hacker NewsGoogle SheetsGmail
Automated Xiaohongshu Note Scorecard
WebRun checks Xiaohongshu each week for how your notes performed, sends the team a WhatsApp recap, and puts your next post date on the calendar.
XiaohongshuWhatsAppGoogle Calendar
Automated Insider Campaign Performance Reporting
WebRun checks cross-channel campaign performance in Insider from the previous day, saves the report to Google Drive, and posts a digest to Slack.
InsiderGoogle DriveSlack
Automated Threads Mention Digest
WebRun checks Threads each morning for new replies and mentions, archives the full list to Google Drive, and posts the daily digest to Slack.
ThreadsGoogle DriveSlack
Automated Blind Company Mention Digest
WebRun checks your company's Blind channel each morning for new posts and threads, logs them to a Google Sheet, and emails the summary to your comms lead.
BlindGoogle SheetsGmail
Automated Substack Subscriber and Post Reporting
WebRun checks new subscriber counts and your latest post's open and click performance in Substack, posts a digest to Microsoft Teams, and logs a Trello card for content planning.
SubstackMicrosoft TeamsTrello
Automated SharpSpring Client Lead Reconciliation
Every week, WebRun compares new SharpSpring leads against the agency's Airtable client tracker, and writes a short mismatch note in Notion.
SharpSpringAirtableNotion
Automated SendX Weekly List and Campaign Export
Every week, WebRun opens SendX, reads list growth and campaign performance, logs the numbers to a Google Sheet, and writes a short summary in Notion.
SendXNotionGoogle Sheets
Automated Sendlane Weekly Revenue Scorecard
Every week, WebRun opens Sendlane, reads how much revenue email and SMS campaigns drove, saves the scorecard to Google Drive, and texts the marketing owner a summary through Twilio.
SendlaneTwilioGoogle Drive
Automated SendGrid Bounce Spike Alerts
WebRun watches SendGrid bounce and spam-complaint rates after every send, and when one crosses your threshold, it pages the on-call deliverability engineer with the details.
SendGridTelegramTwilio
Automated Selzy Pre-Send Campaign Checklist
Before each scheduled Selzy campaign, WebRun confirms the subject line, preview text, and test send are done, books the confirmed send slot on Google Calendar, and posts the checklist status to Teams.
SelzyGoogle CalendarMicrosoft Teams
Automated Salesmsg Unread Conversation Alerts
WebRun checks the Salesmsg team inbox for customer texts left unread past your response window, posts a Teams alert, and opens a Trello card for any backlog that needs reassigning.
SalesmsgMicrosoft TeamsTrello
Automated Sailthru Send Failure Monitoring
WebRun checks Sailthru triggered and lifecycle campaigns for send errors, posts an alert to Telegram, and texts the on-call engineer through Twilio if the failure affects a live campaign.
SailthruTelegramTwilio
Automated Robly Resend Performance Tracking
Every morning, WebRun opens Robly, reads how yesterday's automatic resends to non-openers performed, logs the numbers to a Google Sheet, and emails a short summary through Gmail.
RoblyGoogle SheetsGmail
Automated Reddit Brand Mention Tracking
WebRun searches Reddit for mentions of your brand or keywords, logs each one to Airtable, and queues a suggested reply in Notion for a teammate to approve.
RedditAirtableNotion
Automated Recart High Value Cart Handoff
WebRun finds high value carts that Recart has not yet recovered, logs each one to Airtable, and drafts a personal follow-up email in Gmail for the rep to review and send.
RecartGmailAirtable
Automated Pushwoosh Stale Subscriber Alerts
WebRun checks Pushwoosh for push subscribers who have gone inactive or stopped receiving notifications, posts a Slack alert, and escalates to Telegram if the inactive share is large.
PushwooshSlackTelegram
Automated PushEngage Weekly Performance Scorecard
Every week, WebRun opens PushEngage, reads how push campaigns and opt-in rates performed, creates a Trello card with the scorecard, and sends a WhatsApp digest to the growth owner.
PushEngageTrelloWhatsApp
Automated Pinterest Pin Performance Export
WebRun checks Pinterest analytics every week, exports each pin's saves and clicks to a Google Sheet, and logs fresh content ideas in Notion.
PinterestNotionGoogle Sheets
Automated Patreon Patron Activity Digest
WebRun checks Patreon each morning for new patrons, tier changes, and cancellations, logs every change to a Google Drive sheet, and texts you the daily summary.
PatreonTwilioGoogle Drive
Automated Optimove Retention Campaign Scorecard
Every week, WebRun opens Optimove, reads how retention campaigns performed, books the review slot on Google Calendar, and sends the scorecard through WhatsApp before the meeting.
OptimoveWhatsAppGoogle Calendar
Automated Ontraport Stalled Contact Alerts
WebRun finds contacts who have sat in an Ontraport follow-up sequence without responding, saves the list to Google Drive, and posts a Slack alert to the sales owner.
OntraportGoogle DriveSlack

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