Software de CRM y ventas
Software de CRM y ventas: plantillas de automatización, página 8
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 Lusha Territory Contact Routing
When a rep finds a strong contact via Lusha for an account outside their territory, WebRun logs the handoff, holds an intro call slot on the new owner's Google Calendar, and texts the new owner on WhatsApp.
Automated LionDesk Stale Lead Follow-Up
WebRun finds LionDesk leads with no contact in 7 days, drafts a short check-in message for your agent to personalize and send, and blocks a follow-up call slot on Google Calendar.
Automated Less Annoying CRM Renewal Alerts
Every morning, WebRun checks Less Annoying CRM for contacts with a renewal or contract date coming up in the next 30 days, saves the list to Google Drive, and posts a Slack reminder ranked by how soon each one is due.
Automated Lemlist Campaign Performance Alerts
Every morning, WebRun checks Lemlist campaigns for a reply rate or bounce rate outside the normal range, saves a performance snapshot to Google Drive, and alerts Slack so the team can fix it early.
Automated LeadSquared Deadline Tracking
Every morning, WebRun checks LeadSquared for leads and customers with an upcoming renewal or admission deadline, logs the reminder list to Airtable, and updates a Notion tracker for the counselor or account team.
Automated LeadIQ Prospect List Export
Every evening, WebRun compiles the prospects captured in LeadIQ that day into a Google Sheet for import into your sequencer, and logs the accounts prospected to a Notion database so no account gets worked twice.
Automated Lead Forensics Visitor Export
Every morning, WebRun checks Lead Forensics for the companies that visited your site the day before, appends them to a Google Sheet, and logs a brief for each new account in Notion.
Automated Leadfeeder Website Visitor Alerts
Every morning, WebRun checks Leadfeeder for companies that visited your website the day before, saves the visitor log to Google Drive, and texts the rep on Twilio when a target account showed up.
Automated Lead411 Intent Trigger Alerts
WebRun checks Lead411 for intent spikes and sales trigger events like funding or hiring surges on your target accounts, logs each one to Airtable, and writes a short account brief in Notion.
Automated La Growth Machine Reply Digest
Every morning, WebRun checks La Growth Machine for new LinkedIn and email replies from your multichannel campaigns, saves a backup export to Google Drive, and texts you the day's count.
Automated Kylas New Deal Setup Checklist
The moment a new deal is created in Kylas, WebRun books a discovery call on Google Calendar, checks that the deal has an owner and a next step, and notifies the team in Microsoft Teams.
Automated Kompyte Weekly Competitor Diffs
Every Monday, WebRun compares this week's Kompyte competitor tracking against last week's, posts the meaningful differences to Microsoft Teams, and creates a Trello card for each one that needs a battlecard update.
Automated Kommo Meeting Gap Detection
Every Monday, WebRun checks Kommo for pipeline deals with no scheduled call or meeting, books the missing meeting on Google Calendar where a slot is open, and alerts Microsoft Teams for late stage deals with nothing booked.
Automated Klue Competitor Change Alerts
WebRun checks Klue for new competitor intelligence each day, posts every meaningful update to Telegram, and texts product marketing when a change looks significant enough to update a battlecard.
Automated Klenty Reply and Cadence Cleanup
WebRun checks your active Klenty cadences for prospects who replied but are still enrolled, removes them from the send queue, logs the catch to Google Sheets, and drafts a personal reply in Gmail for hot ones.
Automated Kixie Call Activity Scorecards
Every Friday, WebRun totals your team's Kixie call activity for the week, logs the per-rep numbers to Airtable, and emails you a scorecard of dials, connects, and talk time.
Automated Kaspr Daily Contact Digest
Every morning, WebRun checks Kaspr for the phone numbers and emails your team unlocked yesterday, and posts a summary to Slack, mirrored to Telegram, so everyone knows the day's new contacts.
Automated JustCall Missed Call Alerts
Every hour, WebRun checks JustCall for missed calls and pending callback requests not yet returned, alerts the team in Microsoft Teams, and creates a Trello card for each one to track the follow up.
Automated Jiminny Call Coaching Alerts
WebRun reviews new Jiminny call recordings for risk signals like a mentioned competitor or a stalled next step, creates a coaching card in Trello, and pings the sales manager on WhatsApp.
Automated Instantly Deliverability Alerts
Every hour, WebRun checks Instantly for campaigns with a bounce rate or spam complaint rate above a safe threshold, alerts the team on Telegram, and texts the campaign owner on Twilio to pause it.
Automated Insightly Weekly Pipeline Scorecard
Every Friday, WebRun reviews Insightly for pipeline movement and open project tasks, checks Gmail for customer replies that affect a deal's stage, and logs a weekly scorecard to Google Sheets.
Automated Hunter.io Verified Contact Export
Every week, WebRun checks Hunter.io's found and verified emails, logs the full list to Airtable so it is never lost, and drafts an outreach email in Gmail for the highest priority new contacts.
Automated Highspot Content Usage Digest
Every morning, WebRun checks Highspot for newly published content and which pieces reps used most in the last day, posts the digest to Slack, and pings Telegram when a piece of content is nearing its review date.
Automated Growbots Meeting Booking
The moment a prospect agrees to a call in a Growbots sequence, WebRun books the slot on Google Calendar and sends the rep a WhatsApp heads up with the prospect's details.
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