Sales & Marketing
Sales & Marketing automation templates, page 43
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.
Daily Ad-Spend & ROAS Report
Every morning WebRun pulls yesterday's spend, clicks, conversions, and ROAS from Google Ads and Meta Ads and delivers a clean digest so you start the day knowing exactly where your budget went.
Pause Underperforming Ads Automatically
WebRun checks your Google Ads campaigns each morning, flags ads that have spent your threshold without converting, pauses them, and sends you a summary so you stay in control of your budget.
Repurpose Blog Posts Into Social Drafts
When you publish a new blog post, WebRun reads it and creates tailored social drafts for LinkedIn, X, and Instagram - ready for your review before anything is posted.
Monitor Brand Mentions Across Social
WebRun scans Instagram, X, and LinkedIn for mentions of your brand every hour and sends you a real-time alert for anything worth responding to.
Instagram›
Weekly Content Calendar Digest
Every Monday WebRun reads your upcoming content calendar in Notion and emails you a clean weekly digest so your whole team knows what is going live.
Queue Social Posts for Team Approval
WebRun pulls your drafted posts from Buffer, assembles them into a weekly approval digest, and sends the list to Slack so your team can sign off before anything goes live.
Roll Up Your Weekly Sales Forecast
WebRun reads your pipeline every Friday and delivers a structured forecast to leadership before the week ends.
Build Your Target Account List
WebRun searches Apollo and LinkedIn for companies that fit your ICP and builds a fresh, deduplicated target account list every week.
Summarise Discovery Calls & Log Actions
WebRun reads the call transcript, pulls out the key pain points and next steps, and logs a clean summary in your CRM so nothing is missed.
Champion Job-Change Alerts for Your CRM
WebRun monitors your top contacts on LinkedIn for role changes and instantly flags anyone who has moved so you can act on the opportunity.
Turn Form Submissions Into CRM Deals
WebRun catches every website form submission, creates a contact and deal in your CRM, and alerts your sales team before the lead cools.
Research Target Accounts Before Calls
WebRun gathers recent news, LinkedIn signals, and company data for each account on today's call list and delivers a concise brief before you pick up the phone.
Chase Unsigned Proposals Automatically
WebRun spots proposals sent more than three days ago with no signature and drafts a polite follow-up for you to send.
Sync Closed-Won Deals Into Onboarding
The moment a deal is marked won, WebRun creates the onboarding project, notifies the account manager, and logs the new customer in your system.
Keep CRM Pipeline Stages Clean
WebRun finds deals in the wrong stage or missing required fields and nudges the owner to fix them before the next forecast.
Daily Sales Pipeline Digest for Your Team
WebRun pulls the day's pipeline snapshot and delivers a clear summary of deals, activity, and forecast to your sales channel every morning.
Follow Up on Demo No-Shows Automatically
WebRun detects when a booked demo is missed, logs it in your CRM, and prepares a re-engagement draft for you to send.
Flag Stalled Deals in Your Pipeline
WebRun watches your pipeline for deals that have sat in the same stage too long and alerts your team before an opportunity slips away.
Draft Personalised Outreach Emails
WebRun researches each target account, writes a tailored first-touch email, and queues it as a draft - you approve and send.
Enrich & Dedupe Your CRM Contacts
WebRun spots duplicate and incomplete contact records in your CRM, enriches the gaps from LinkedIn and ZoomInfo, and flags the rest for you to merge.
Qualify & Route Inbound Leads Automatically
WebRun scores every new inbound lead against your ideal-customer criteria and routes hot ones to the right rep before they go cold.
Capture Sales Leads From Social Media
WebRun watches social media for people looking for what you sell and drops every potential customer into a spreadsheet.
Auto-Reply to Google Business Reviews
WebRun checks your Google Business listing for new reviews, replies to the positive ones, and flags the negative ones for you to handle.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.