Sales & Marketing
Sales & Marketing automation templates, page 6
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 LiveAgent Low Rating Reviews
Every Monday, WebRun collects last week's poorly rated LiveAgent tickets with the customer comment, logs them by agent and cause in Airtable, and texts the support manager by Twilio.
Automated Litmus Email Client Reports
Every Monday, WebRun reads your Litmus email analytics for the client and device mix on recent sends, posts the readership picture to Slack, and drafts the QA list in Gmail.
Automatic Linktree Signup Syncing
Every morning, WebRun collects the new email signups sitting in your Linktree audience, adds them to your mailing list from Gmail, and posts the day's count to Slack.
Automatic Letterboxd Friend Picks Digest
Every Monday, WebRun reads the Letterboxd activity of the people you follow, queues their highest rated films as Trello cards to confirm, and sends you the shortlist on WhatsApp.
Automated lemlist Deliverability Monitoring
Every Monday, WebRun reads bounce and unsubscribe rates per lemlist sending address, records the week in Airtable, and writes the deliverability review into Notion with what to cut.
Automated LeadSquared Rep Activity Scorecard
Every Monday, WebRun counts each LeadSquared rep's calls, tasks and opportunities, checks the meetings they held in Google Calendar, and drafts the scorecard in Gmail.
Automated Leadpages Landing Page Health Checks
Every morning, WebRun opens each published Leadpages page, checks the form and integrations still work, cards anything broken in Trello, and posts the check to Notion.
Automatic LeadIQ Job Change Alerts
Every morning, WebRun checks LeadIQ for tracked contacts who moved to a new company, records the new role in Airtable, and texts the owning rep so the opener happens first.
Automated Leadfeeder Top Page Reporting
Every Monday, WebRun reads which pages your Leadfeeder company visits landed on, posts the ranking to Microsoft Teams, and sends the top movers to Telegram so your next piece of content aims at what works.
Automated Later Post Approval Chasing
Every morning, WebRun checks which Later drafts are still unapproved with a scheduled time coming up, logs them in Airtable, and posts the nudge list to Notion.
Automated Kustomer Recurring Issue Digest
Every Monday, WebRun groups last week's Kustomer conversations into themes, counts what drove the most contacts, and hands your product team the issues worth fixing.
Automated Kommo Weekly Pipeline Reports
Every Monday, WebRun rolls up your Kommo pipeline by stage and by rep, posts the numbers to Slack, and drafts the owner an email summary in Gmail for you to send.
Automated Klaviyo Flow Health Monitoring
Every morning, WebRun checks your Klaviyo flows for messages left in draft or a sudden drop in sends, records the readings in Notion, and posts what broke to Slack.
Automated Khoros Publishing Calendar Gap Check
Every Monday, WebRun reads next week's Khoros publishing calendar, finds the days and channels with nothing scheduled, and posts the gap list to Slack.
Automated Keap Unpaid Invoice Chasing
Every Monday, WebRun lists your overdue Keap invoices and unaccepted quotes, drafts a reminder per contact for your approval, and books the calls worth making.
Automated KakaoStory Post Archiving
Every Monday, WebRun opens KakaoStory, copies the posts, photos, and comments published since the last run into a dated Notion archive, and confirms the backup in Microsoft Teams.
Automated JustCall Weekly Call Scorecard
Every Monday, WebRun totals last week's JustCall activity per rep, records call volume, talk time, and dispositions in Airtable, and posts the scorecard to Notion.
Automated Iterable Journey Stall Alerts
Every morning, WebRun checks your live Iterable journeys for any with no sends since yesterday, posts the stalled ones to Slack, and drafts an escalation email in Gmail.
Automated Intercom Help Center Audit
Every Monday, WebRun reads your Intercom Help Center article by article, logs what is stale or barely read in Airtable, and opens a Trello card for each rewrite.
Automatic Instapage Landing Page Lead Routing
When a form is submitted, WebRun reads the new Instapage lead with the page it came from, writes it into Notion, and texts the rep who owns that campaign.
Automated Instantly Campaign Lead Refills
Every morning, WebRun counts the leads left in each Instantly campaign, works out how many days of sending remain, and puts the ones running dry on a Trello board.
Automated Insightly Lead Routing
When a lead is added in Insightly, WebRun assigns the owner from your routing rules, creates a first follow-up task, and alerts that rep in Telegram and the team in Slack.
Automated Imgur Upload Index and Backup
Every night, WebRun walks your Imgur images and albums, writes each one into a Notion index with its direct link and upload date, and posts the night's additions to Slack.
Automated Hunter Campaign Reply Triage
Every hour, WebRun reads new replies and bounces on your Hunter campaigns, opens a Trello card per reply with the contact and message, and keeps the running record in Notion.
Don't see your workflow?
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