Ventas y marketing

Ventas y marketing: plantillas de automatización, página 11

1 031 flujos de trabajo listos para usar en Ventas y marketing. 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: Slack, WhatsApp y Gmail.

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Automated SolarWinds SLA Breach Warnings
Every hour, WebRun checks open SolarWinds Service Desk tickets against their response and resolution targets, WhatsApps the assignee when a clock is nearly out, and keeps a Notion board of what is at risk.
SolarWinds Service Desk›Notion›WhatsApp
Automated Sierra Conversation Quality Reviews
Every morning, WebRun samples yesterday's Sierra conversations, flags the ones that ended unresolved or went in circles, posts the review list to Slack, and pings the support lead on Telegram.
Sierra›Slack›Telegram
Automated ServiceNow SLA Breach Alerts
Every hour, WebRun checks ServiceNow for incidents running close to their SLA target, keeps the at-risk queue on a Trello board, and alerts the on-call group on WhatsApp.
ServiceNow›Trello›WhatsApp
Automated SendGrid Suppression Reviews
Every Monday, WebRun reviews the blocks, bounces, and spam reports building up in SendGrid, opens a Trello card for each pattern worth fixing, and sends you a WhatsApp summary.
SendGrid›Trello›WhatsApp
Automated SAP Service Cloud Queue Triage
Every morning, WebRun reviews the open cases in SAP Service Cloud, ranks the unassigned and ageing ones, and posts the triaged queue to Teams and WhatsApp.
SAP Service Cloud›Microsoft Teams›WhatsApp
Automated Salesloft Reply Follow-Up Routing
Every morning, WebRun collects the prospects who replied in Salesloft, creates a follow-up card per reply on your Trello board, and messages the owning rep on WhatsApp.
Salesloft›Trello›WhatsApp
Automated Reddit Community Trend Reports
Every Monday, WebRun reads the top posts in the subreddits you follow, saves a written trend report to Google Drive, and sends the headline takeaways to WhatsApp.
Reddit›Google Drive›WhatsApp
Automated QZone Engagement Digests
Every morning, WebRun reads engagement on your recent QZone posts, opens a Trello card for comments needing a reply, and sends the digest on WhatsApp.
QZone›Trello›WhatsApp
Automated Pinterest Queue Gap Alerts
Every Thursday, WebRun checks your scheduled Pinterest pins, finds the days with nothing queued, drafts a brief to your designer in Gmail, and posts the gap list to Slack.
Pinterest›Gmail›Slack
Automated Patreon Tier Benefit Tracking
Every Monday, WebRun reads what each Patreon tier promises and what you actually posted, creates a Trello card for every benefit still owed, and WhatsApps you the week's production list.
Patreon›Trello›WhatsApp
Automated Outreach Sequence Reporting
Every Monday, WebRun reads reply and meeting rates for each Outreach sequence, updates a Google Sheets scorecard, and files a dated copy of the report in Google Drive.
Outreach›Google Sheets›Google Drive
Automated OneSignal Push Performance Report
Every Monday, WebRun reads last week's OneSignal delivery and click numbers, files the results on a Trello card, and sends the highlights to your team on WhatsApp.
OneSignal›Trello›WhatsApp
Automated NICE CXone Agent Scorecards
Every Monday, WebRun pulls last week's NICE CXone quality and handling numbers per agent, files the scorecard in Google Drive, and sends team leads the highlights on WhatsApp.
NICE CXone›Google Drive›WhatsApp
Automated Naver Cafe Mention Monitoring
Every morning, WebRun checks the Naver Cafe boards you follow for new posts about your brand, archives them in Google Drive, and posts a Slack digest of what needs a reply.
Naver Cafe›Google Drive›Slack
Automated MoEngage Delivery Alerts
Every morning, WebRun checks yesterday's MoEngage sends for bounce and delivery-failure spikes, files the evidence in Google Drive, and pings you on WhatsApp.
MoEngage›Google Drive›WhatsApp
Automated Dynamics 365 Stale Deal Alerts
Every morning, WebRun finds Dynamics 365 opportunities with no activity for weeks, alerts the owner on Telegram, and queues a short check-in text in Twilio for approval.
Microsoft Dynamics 365›Telegram›Twilio
Automated Metricool Content Gap Checks
Every Thursday, WebRun checks your Metricool planner for days with nothing scheduled, books you a writing block in Google Calendar, and nudges you on WhatsApp.
Metricool›Google Calendar›WhatsApp
Automated Meltwater Competitor Coverage Report
Every Monday, WebRun pulls your Meltwater competitor searches, logs each story in Airtable, and writes a share of coverage summary into your Notion comms page.
Meltwater›Notion›Airtable
Automated Meetup RSVP Tracking
Every morning, WebRun checks RSVPs on your upcoming Meetup events, compares them with where they should be by now, and warns your team in Teams and Telegram.
Meetup›Microsoft Teams›Telegram
Automated Medium Draft Backlog Tracking
Every Monday, WebRun lists the Medium drafts that have sat untouched, posts the backlog to Telegram, and drafts a Gmail nudge to whoever owes you an edit or a review.
Medium›Telegram›Gmail
Automated Medallia Feedback Theme Reports
Every Monday, WebRun reads last week's Medallia feedback, groups the comments into recurring themes, logs them in Airtable, and drafts the leadership summary in Gmail for your approval.
Medallia›Airtable›Gmail
Automated Mastodon Mention Triage
Every few hours, WebRun opens Mastodon, reads new mentions and replies, files each one that needs a human answer as a Trello card, and pings you on WhatsApp about anything urgent.
Mastodon›Trello›WhatsApp
Automated Marketo Email Pre-Send QA
Every evening, WebRun reviews the Marketo email programs scheduled to send tomorrow, files the pre-flight checklist in Google Drive, and WhatsApps the team about anything that would fail.
Marketo›Google Drive›WhatsApp
Automated ManyChat Broadcast Reporting
Every Monday, WebRun pulls last week's ManyChat broadcast and automation results, logs them in Airtable, and emails you a short scorecard of what performed and what flopped.
ManyChat›Gmail›Airtable

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