Sales & Marketing

Sales & Marketing automation templates, page 26

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 OneSignal Campaign Readiness Alerts
WebRun checks OneSignal for push campaigns scheduled in the next 48 hours whose content or audience is still incomplete, logs them to Google Sheets, and emails the team a reminder.
OneSignalGoogle SheetsGmail
Automated Ometria Segment Setup Checklist
When a new Ometria customer segment is built, WebRun confirms its criteria and size look right, logs the setup to Airtable, and writes a short readiness note in Notion.
OmetriaAirtableNotion
Automated Nextdoor Mention and Review Digest
WebRun checks Nextdoor each week for posts mentioning or recommending your business, logs them to Airtable, and emails you the recap.
NextdoorGmailAirtable
Automated Netcore Cloud Channel Performance Export
Every week, WebRun opens Netcore Cloud, reads how email, SMS, and push campaigns performed, logs the numbers to a Google Sheet, and writes a short trend note in Notion.
Netcore CloudNotionGoogle Sheets
Automated Emma Audience Segment Reconciliation
Every week, WebRun compares who is in each Emma audience segment against the matching list in Airtable, and emails the marketing lead through Gmail when the two disagree.
EmmaGmailAirtable
Automated Movable Ink Stale Content Alerts
WebRun finds Movable Ink dynamic content blocks that have not been refreshed in 30 days, archives their current state to Google Drive, and texts the content owner through Twilio.
Movable InkTwilioGoogle Drive
Automated Moosend Workflow Launch Checklist
When a new Moosend automation is built, WebRun confirms its trigger, emails, and exit point are all set, books a launch review on Google Calendar, and posts the checklist status to Teams.
MoosendGoogle CalendarMicrosoft Teams
Automated Metricool Cross-Network Scorecard
WebRun checks Metricool each week for performance across every connected network, posts the scorecard to Slack, and pings you on Telegram if followers drop.
MetricoolSlackTelegram
Automated Meltwater Media Mention Digest
WebRun checks Meltwater each morning for new media and social mentions, logs notable ones as Trello cards, and alerts your team on WhatsApp.
MeltwaterTrelloWhatsApp
Automated Meetup Event Prep Checklist
WebRun checks Meetup RSVP counts before your next event, syncs the headcount to Google Calendar, and sends the organizer team a WhatsApp prep checklist.
MeetupWhatsAppGoogle Calendar
Automated Medium Story Stats Digest
WebRun checks Medium each week for views, reads, and claps on every story, archives the stats to Google Drive, and posts the digest to Slack.
MediumGoogle DriveSlack
Automated Mastodon Weekly Engagement Scorecard
WebRun checks Mastodon each week for boosts, favorites, and replies on your posts, logs them to Airtable, and drops fresh content ideas in Notion.
MastodonAirtableNotion
Automated Marketo MQL Export and Reporting
WebRun finds leads that crossed the MQL score threshold in Marketo, logs each to Airtable with its score and source program, and emails sales ops a summary.
MarketoGmailAirtable
Automated Mandrill Daily Send Volume Digest
Every morning, WebRun opens Mandrill, reads yesterday's send volume and bounce rate, posts the numbers to Teams, and creates a Trello card if the bounce rate looks high.
MandrillMicrosoft TeamsTrello
Automated Mailtrap Send Failure Monitoring
WebRun checks Mailtrap's sending activity for failed or bounced test and production emails, posts an alert to Telegram, and texts the on-call developer through Twilio when failures spike.
MailtrapTelegramTwilio
Automated MailPoet Newsletter Scorecard
Every week, WebRun opens MailPoet, reads how the latest WordPress newsletters performed, logs the numbers to a Google Sheet, and emails a short summary through Gmail.
MailPoetGoogle SheetsGmail
Automated MailerSend Delivery Reconciliation
Every week, WebRun opens MailerSend, compares sent versus delivered counts for each sending domain, logs the results to Airtable, and emails the developer lead through Gmail on any mismatch.
MailerSendGmailAirtable
Automated Lytics Segment Anomaly Alerts
WebRun checks Lytics audience segments for a sudden size change, posts an alert to Slack, and mirrors it to Telegram for the data team's personal channel.
LyticsSlackTelegram
Automated Loops Stalled Journey Tracking
WebRun finds contacts who have sat on the same Loops journey step for too long without progressing, creates a Trello card for the product team, and sends a WhatsApp alert when a paid customer is stuck.
LoopsTrelloWhatsApp
Automated Loomly Approval Queue Chase List
WebRun checks Loomly for posts stuck in pending approval too long, lists them in a Google Sheet, and tracks the chase in Notion.
LoomlyNotionGoogle Sheets
Automated Listrak Campaign QA Handoff
When a new Listrak campaign is scheduled, WebRun captures its audience and send time, books the send on Google Calendar, and hands it to a teammate on WhatsApp to review before it goes out.
ListrakWhatsAppGoogle Calendar
Automated Linktree Click Scorecard
WebRun checks your Linktree analytics every week, ranks every link by clicks, flags the weakest performer, and puts a refresh reminder on your calendar.
LinktreeGoogle CalendarMicrosoft Teams
Automated Letterboxd Weekly Diary Recap
WebRun checks Letterboxd each week for new diary entries and reviews, archives them to a Google Drive doc, and texts you the weekly recap.
LetterboxdTwilioGoogle Drive
Automated Leadpages Daily Lead Reporting
WebRun pulls new leads captured through Leadpages from the previous day, logs them to Airtable, and emails the sales team an internal summary.
LeadpagesGmailAirtable

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