Sales & Marketing

Sales & Marketing automation templates, page 28

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 Emarsys Campaign Prep Reminders
WebRun tracks upcoming seasonal or scheduled Emarsys campaigns that need content prepared, blocks a prep deadline on Google Calendar, and posts a reminder to Microsoft Teams.
EmarsysGoogle CalendarMicrosoft Teams
Automated Email on Acid Pre-Send Failure Alerts
WebRun runs Email on Acid's pre-send checks ahead of every scheduled campaign, posts a Slack alert the moment a client rendering or spam test fails, and escalates to Telegram if the send is close and still failing.
Email on AcidSlackTelegram
Automated Ello Creator Profile Setup
WebRun works through Ello's profile setup for a new creator page, tracks each step on a Trello checklist, and confirms in Microsoft Teams once it's ready to launch.
ElloMicrosoft TeamsTrello
Automated Elastic Email Deliverability Monitoring
Every morning, WebRun checks Elastic Email's bounce and complaint rate, creates a Trello card summarizing the numbers, and sends a WhatsApp alert to the sender reputation owner if either rate looks high.
Elastic EmailTrelloWhatsApp
Automated eClincher Urgent Message Alerts
WebRun checks eClincher's unified social inbox for urgent messages that have gone unanswered, drafts a reply for your review, and alerts your on-call teammate on Telegram and Twilio.
eClincherTelegramTwilio
Automated Drip Abandoned Cart Tracking
WebRun finds Drip abandoned-cart workflow entries that haven't converted after a set number of days, posts the list to Microsoft Teams, and creates a Trello card for follow-up.
DripMicrosoft TeamsTrello
Automated Douyin Video Performance Scorecard
WebRun checks Douyin each week for views, likes, and comments on every video, sends the team a WhatsApp recap, and books your next post on the calendar.
DouyinWhatsAppGoogle Calendar
Automated Douban Review Tracking
WebRun checks Douban each morning for new ratings and reviews of your book, film, or product, logs each one to Google Sheets, and emails you the digest.
DoubanGoogle SheetsGmail
Automated dotdigital Spam Complaint Alerts
WebRun monitors dotdigital campaign spam-complaint rates, and when a send crosses your threshold, it posts an alert to Telegram and pages the on-call marketing ops person on Twilio.
dotdigitalTelegramTwilio
Automated Disqus Moderation Queue Digest
WebRun checks Disqus for new comments flagged as spam or reported, archives the queue to Google Drive, and posts the daily digest to Slack.
DisqusGoogle DriveSlack
Automated Digg Submission Performance Tracking
WebRun checks Digg every week for how your submitted links are ranking and how many upvotes they've earned, logs the results to Airtable, and emails you the scorecard.
DiggGmailAirtable
Automated DEV Community Comment Handoff
WebRun checks your DEV Community posts for new comments, logs them to Airtable, and routes a suggested reply to a teammate in Notion for approval.
DEV CommunityAirtableNotion
Automated Customer.io Segment Reconciliation
WebRun compares Customer.io segment membership against a source-of-truth Google Sheet, flags any drift, and emails an internal summary to the lifecycle marketing owner.
Customer.ioGoogle SheetsGmail
Automated Crowdfire Failed Post Alerts
WebRun checks Crowdfire's scheduled queue every hour for posts that failed to publish, alerts Slack right away, and sends a Telegram digest of the day's failures.
CrowdfireSlackTelegram
Automated Couchsurfing Request Chase List
WebRun checks Couchsurfing for host or guest requests waiting on a reply, lists the aging ones in a Google Sheet, and drafts a response for you in Notion.
CouchsurfingNotionGoogle Sheets
Automated CoSchedule Content Gap Alerts
WebRun checks CoSchedule's content calendar for the week ahead, flags any day with nothing scheduled, logs the gap to Google Drive, and texts you a heads up.
CoScheduleTwilioGoogle Drive
Automated Cordial Campaign QA Handoff
When a new Cordial campaign is scheduled, WebRun captures its audience and send time, books the send on Google Calendar, and hands it to a teammate on WhatsApp for a QA check before it goes out.
CordialWhatsAppGoogle Calendar
Automated ConvertKit Unconfirmed Subscriber Alerts
WebRun finds ConvertKit subscribers who haven't confirmed double opt-in after several days, logs them to Airtable, and emails the team a reminder to decide on a re-send.
ConvertKitGmailAirtable
Automated ConvertBox Campaign Expiry Reminders
Every week, WebRun checks ConvertBox for popups nearing their scheduled end date, archives the current performance to Google Drive, and posts a Slack reminder to renew or retire each one.
ConvertBoxGoogle DriveSlack
Automated ContentStudio Approval Queue Tracking
WebRun checks ContentStudio for posts stuck awaiting approval, creates a Trello card for each one, and nudges the approver on WhatsApp so nothing sits unpublished.
ContentStudioTrelloWhatsApp
Automated Constant Contact Draft Chasing
WebRun finds Constant Contact campaigns still stuck in Draft past their intended send date, opens a Trello card to track it, and pings the campaign owner on WhatsApp.
Constant ContactTrelloWhatsApp
Automated CM.com Campaign Performance Tracking
Every week, WebRun opens CM.com, reads how SMS, WhatsApp, and email campaigns performed, logs each one to Airtable, and writes a short trend note in Notion.
CM.comAirtableNotion
Automated Clubhouse Room Scheduling Reminders
WebRun checks Clubhouse for your team's upcoming or scheduled rooms, adds each one to Google Calendar, and sends a WhatsApp reminder before it starts.
ClubhouseWhatsAppGoogle Calendar
Automated ClickFunnels Customer Onboarding
WebRun logs every new ClickFunnels order, blocks an onboarding call slot on your team's calendar, and drafts a WhatsApp welcome message for a teammate to review and send.
ClickFunnelsWhatsAppGoogle Calendar

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