Sales & Marketing
Sales & Marketing automation templates, page 3
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.
Automated Netomi Knowledge Gap Reports
Every Monday, WebRun groups a week of Netomi escalations by topic, ranks the gaps by volume in Google Sheets, and sends you the articles worth writing on WhatsApp.
Automated Mixmax Meeting Prep Briefs
Every morning, WebRun reads today's booked meetings, pulls each attendee's prior email history in Mixmax, and sends you a short prep note per call on WhatsApp.
Automated MaestroQA Grading Coverage Report
Every Monday, WebRun counts completed MaestroQA reviews per grader and per agent, logs coverage in Airtable, and books catch-up time in Google Calendar.
Automated Kayako Low CSAT Follow-Up
Every morning, WebRun finds the low satisfaction ratings in Kayako, opens a Trello card for each with the conversation that earned it, and logs the pattern by agent in Airtable.
Automated Kapture CX SLA Breach Queue
Every hour, WebRun ranks your open Kapture CX tickets by SLA time left, writes the risk queue into Airtable, and posts the next few breaches to Notion for the team.
Automated JivoChat Agent Performance Reports
Every Monday, WebRun reads last week's JivoChat numbers per agent and channel, files the scorecard in Google Drive, and posts the headline figures to WhatsApp.
Automated Jitbit SLA Breach Escalation
Every hour, WebRun checks open Jitbit tickets against your response targets, posts the ones running out of time to Slack with their owner, and drafts a manager escalation in Gmail for any already breached.
Automated Instatus Maintenance Window Alerts
Every morning, WebRun reads the maintenance scheduled on your Instatus status page, builds a Trello prep card for the window, and sends support a WhatsApp heads-up.
Automated Influitive Reward Fulfilment Queue
Every morning, WebRun reads the rewards advocates claimed in Influitive, adds each one to the fulfilment queue in Airtable, and writes Notion a short brief of who is owed what today.
Automated Hiver Pending Reply Follow-Ups
Every morning, WebRun finds Hiver conversations sitting in pending with no customer reply, drafts a follow-up for each, posts the stalled list to Telegram, and files the record in Google Drive.
Automated HelpSpot Ticket Routing Suggestions
When a request arrives in HelpSpot, WebRun compares the current queue depth of every agent, logs a routing suggestion in Google Drive, and sends the support manager the pick to accept or override on WhatsApp.
Automated Helpshift Low CSAT Follow-Up
Every morning, WebRun finds Helpshift issues that came back with a low satisfaction rating, drafts a recovery reply, opens a Trello card per customer, and digests it all to WhatsApp.
Automated HelpCrunch Knowledge Gap Reports
Every Monday, WebRun reads last week's HelpCrunch conversations, ranks the repeat questions your knowledge base does not cover, and sends the list to your team on WhatsApp.
Automated HappyFox Ticket Triage
As each HappyFox ticket lands, WebRun sets the category, priority, and assignee, mirrors it onto a Trello card, and messages the support lead on WhatsApp.
Automated HaloITSM Change Approval Tracking
Every morning, WebRun reads your HaloITSM change requests, finds the ones still unapproved against their planned window, logs them in Airtable, and sends the queue to Telegram.
Automated Hacker News Reply Triage
Every hour, WebRun checks Hacker News for new replies to your comments and posts, logs the unanswered ones in Airtable, and drafts your responses in Notion.
Automated Groove Knowledge Base Gap Finder
Every Monday, WebRun reads last week's answered Groove tickets, finds the questions with no article behind them, and files each gap as a Trello card.
Automated Gladly Shift Handoff Lists
Every night, WebRun reads open Gladly conversations, works out which ones belong to agents going off shift, logs them in Airtable, and writes the handoff brief in Notion.
Automated Frill Shipped Idea Announcements
Every Monday, WebRun finds the Frill ideas moved to shipped, drafts an announcement for the people who voted, and books the send date in Google Calendar.
Automated Feature Request Follow-Ups
Every Monday, WebRun finds Featurebase posts moved to completed, drafts a changelog entry and a Gmail note to each upvoter for approval, and posts the shipped list to Slack.
Automated eGain Case Reply Drafting
When a ticket arrives, WebRun reads the case in eGain, finds the matching knowledge article, drafts an answer for the agent to approve, and cards it up on Trello.
Automated Allego Certification Due Reminders
Every Monday, WebRun finds the Allego certifications and practice submissions with a date approaching, drafts a nudge to each rep in Gmail, and posts the chase list to Slack.
Automated Albacross ICP Prospect Export
Every Monday, WebRun exports the Albacross companies matching your ICP filters, cards each one in Trello with the pages they read, and sends the list to WhatsApp.
Automated Agile CRM Pipeline Snapshots
Every Monday, WebRun copies your Agile CRM deals with stage, value, owner and close date into a dated Airtable snapshot, then writes the week over week movement up in Notion.
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