Software de CRM y ventas
Software de CRM y ventas: plantillas de automatización, página 6
248 flujos de trabajo listos para usar en Software de CRM y ventas. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: WhatsApp, Airtable y Trello.
Automated Spotler CRM Company Setup Checklist
The moment a new company record is created in Spotler CRM, WebRun checks it has an owner and a first task, creates a Trello card for the setup, and pings the owner on WhatsApp.
Automated Spotio Territory Coverage Recap
Every Friday, WebRun totals your Spotio door-knocking and route activity by territory, books next week's coverage review on Google Calendar, and sends the manager a WhatsApp recap.
Automated Spinify Weekly Leaderboard Recap
Every Friday, WebRun pulls the week's final Spinify leaderboard standings, posts the top performers and biggest movers to Slack, and archives the full standings to Google Drive.
Automated Spiff Commission Dispute Reconciliation
WebRun compares each rep's Spiff-calculated commission against their expected payout based on closed deals, flags any mismatch, logs it to Airtable, and writes a dispute note in Notion.
Automated Snov.io Verified Contact Backup
Every week, WebRun pulls this week's verified contact list from Snov.io, saves it to Google Drive as the master backup, and alerts Slack with how many new verified contacts came in.
Automated Smartlead Deliverability Alerts
WebRun watches your Smartlead mailboxes for a spike in bounces or spam complaints, logs the incident to Google Sheets, and posts a warning doc to Notion so the mailbox gets paused before it damages sender reputation.
Automated Skrapp.io Verified Email Export
Every morning, WebRun checks Skrapp.io for the emails your team found and verified yesterday, saves them to a dated file in Google Drive, and texts you the day's count.
Automated Showpad Rep Onboarding Checks
When a new rep is added, WebRun checks that they have access to the key playbooks and content collections in Showpad, logs onboarding status to Airtable, and shares their onboarding plan in Notion.
Automated Seismic Content Engagement Scorecard
Every Friday, WebRun reviews Seismic's content engagement data for the week, logs a scorecard to Google Sheets, and summarizes the top performing content in Notion for the enablement team.
Automated Seamless.ai Contact Discovery Alerts
Every morning, WebRun pulls the contacts found in Seamless.ai the day before, saves the export to Google Drive, and texts the rep on Twilio when a named target account contact was found.
Automated Scratchpad Pipeline Hygiene Checks
WebRun checks Scratchpad for deals missing a close date or next step, books a quick pipeline review slot on Google Calendar, and alerts the manager in Microsoft Teams if hygiene looks weak.
Automated SalesRabbit Field Activity Scorecards
Every Friday, WebRun totals your SalesRabbit door-knocking activity by rep, posts the scorecard to Microsoft Teams, and creates a Trello card for any territory that's falling behind.
Automated Salesmate New Deal Checklist
The moment a new deal is created in Salesmate, WebRun checks it has an owner and a scheduled first call, posts it to Telegram, and texts the owner a same-day reminder if the call isn't booked yet.
Automated Salesloft Cadence Setup Checks
When a new batch of prospects is added to a Salesloft cadence, WebRun checks each one for a valid email, phone number, and assigned owner, posts the setup status to Telegram, and texts the rep on Twilio if a blocking gap needs fixing before the cadence starts.
Automated Salesken Weekly Call Quality Scorecards
Every Friday, WebRun totals what Salesken found across the week's sales calls, talk ratio, objection handling, and next step rate, logs it to Google Sheets, and emails you the scorecard.
Automated SalesIntel Verified Contact Export
Every morning, WebRun runs your SalesIntel target account searches, logs each verified contact to Airtable, and emails your sales ops lead a summary of what was added.
Automated Saleshandy Open Tracking Alerts
WebRun watches Saleshandy's email and document tracking for opens on sent proposals, posts each one to Slack the moment it happens, and mirrors hot repeat opens to Telegram.
Automated Salesflow Campaign Results Digest
Every morning, WebRun checks Salesflow for yesterday's LinkedIn campaign results, creates a Trello card for each new positive reply, and sends the manager a WhatsApp summary.
Automated Salesflare No-Activity Deal Alerts
WebRun finds Salesflare deals with no email, meeting, or call automatically detected in 10 days, schedules a check-in slot on Google Calendar, and pings the owner on WhatsApp.
Automated RollWorks Target Account Digest
Every morning, WebRun checks RollWorks for target accounts showing rising engagement or intent, saves a snapshot to Google Drive, and posts the list to Slack.
Automated RocketReach List Verification
When a new target list is built in RocketReach, WebRun checks that every contact has a verified email and current title, books the outreach kickoff on Google Calendar, and posts the setup status to Microsoft Teams.
Automated Revenue.io Call Risk Alerts
WebRun reviews Revenue.io call data for risk signals like a competitor mention or no next step agreed, logs each flagged call to Airtable, and adds a coaching note in Notion.
Automated Reply.io Weekly Sequence Scorecard
Every Friday, WebRun tallies Reply.io sequence performance for the week, posts the scorecard to Microsoft Teams, and logs a coaching card in Trello for the underperforming sequences.
Automated QuickMail Deliverability Scorecards
Every Monday, WebRun totals your QuickMail campaign performance for the week, logs open, reply, and bounce rates to Google Sheets, and posts a summary doc to Notion.
¿No encuentras tu flujo de trabajo?
Muéstrale a WebRun cualquier proceso una vez y lo convertimos en un agente que lo ejecuta en el horario que elijas.