Ventas y marketing
Ventas y marketing: plantillas de automatización, página 24
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.
Automated Deskpro Untouched Ticket Alerts
Every afternoon, WebRun scans Deskpro for tickets sitting untouched past your response-time target, creates a Trello card for each, and posts the backlog count to Microsoft Teams.
Automated Decagon AI Escalation Paging
When Decagon's AI agent flags a conversation needing human review, WebRun pings the on-call agent on Telegram immediately, and sends a Twilio SMS backup page if it isn't answered.
Automated Crisp Chat Handoff Tracking
WebRun flags Crisp conversations that need a human, logs them to Airtable, and drafts a follow-up email in Gmail for the assigned rep to review and send.
Automated Cresta Weekly Coaching Scorecard
Every week, WebRun compiles Cresta's real-time coaching flags per agent into a Google Sheets scorecard, and cross-references Gmail for any customer complaint emails tied to flagged calls.
Automated Comm100 Billing Ticket Logging
Every day, WebRun reviews new Comm100 tickets tagged as billing questions, checks Gmail for any prior email thread on the account, and logs each ticket with that context to Airtable.
Automated ChurnZero Health Score Alerts
WebRun watches ChurnZero health scores for accounts that drop into the at-risk range, posts the account to the customer-success Slack channel, and pings the assigned CSM on Telegram.
Automated Chatwoot Overdue Conversation Alerts
WebRun checks Chatwoot for conversations that have gone unanswered past your response target, posts the list to Slack, and pings the on-call agent on Telegram about the oldest one.
Automated Chatra First-Reply Time Alerts
Every hour, WebRun checks Chatra for chats waiting longer than 5 minutes for a first reply, flags each one with a Trello card, and pings the on-shift agent on WhatsApp.
Automated Chaport Callback Request Booking
When a Chaport visitor asks to schedule a callback, WebRun creates a Google Calendar hold at the requested time and pings the assigned rep on WhatsApp with the visitor's details.
Automated Care2 Petition Milestone Alerts
WebRun watches your Care2 petition's signature count, texts you through Twilio the moment it crosses a milestone, and saves a signature velocity report to Google Drive.
Automated Canny Feature Request Triage
Every week, WebRun checks Canny for the posts that gained the most votes, adds the top ones to a Trello backlog board, and sends your product lead a WhatsApp summary.
Automated Campsite.bio Campaign Link Sync
WebRun checks Google Calendar for your current campaign, drafts the matching update to your Campsite.bio featured links for you to approve, and notifies Microsoft Teams once it's live.
Automated BuddyBoss Unanswered Post Tracking
Every morning, WebRun finds forum posts and discussions in your BuddyBoss community that have gone unanswered too long, creates a Trello card for each, and notifies your team in Microsoft Teams.
Automated Brandwatch Alert Relay
WebRun checks your Brandwatch dashboard for new spikes and alerts, texts the on-call lead through Twilio right away, and posts a summary to Telegram for the wider team.
Automated BoardGameGeek Rating Tracking
Every morning, WebRun checks your game's BoardGameGeek rating, rank, and new reviews, logs the changes in Google Sheets, and emails you a summary.
Automated BMC Helix Major Incident Alerts
WebRun watches BMC Helix for new major incidents, blocks a Google Calendar review slot for the response team, and pings the on-call engineer on WhatsApp.
Automated Assembled Staffing Gap Alerts
Every morning, WebRun compares today's Assembled staffing forecast against actual scheduled headcount, saves the variance report to Google Drive, and posts a Slack alert if there's a coverage gap.
Automated AskNicely Detractor Response Routing
When an AskNicely NPS response comes in as a detractor, WebRun logs it to an Airtable follow-up tracker, attaches the account's notes from Notion, and assigns it to the account owner to reach out.
Automated Archive of Our Own Comment Digest
Every morning, WebRun checks your Archive of Our Own works for new comments, kudos, and bookmarks, logs notable comments in Airtable, and emails you a summary.
Automated AniList Forum Mention Alerts
WebRun watches AniList forum threads and activity feeds for mentions of your title, alerts Slack right away, and posts a weekly roundup of the top threads to Telegram.
Automated Ameba Blog Comment Tracking
Every morning, WebRun finds comments on your Ameba blog that have gone unanswered too long, drafts a reply for each, and creates a Trello card with a WhatsApp reminder to review them.
Automated Ada Chat Escalation Alerts
WebRun watches Ada for conversations the AI agent could not resolve, saves the full transcript to Google Drive, and alerts your on-call agent in Slack so nothing sits unanswered.
Automated Acquire Technical Issue Reconciliation
Every night, WebRun reviews Acquire chat sessions tagged as technical issues, checks them against your known-issues list in Notion, and logs anything new to Google Sheets for engineering triage.
Automated Acoustic Weekly Engagement Scorecard
Every Monday, WebRun pulls last week's campaign and journey engagement stats from Acoustic, archives the report to Google Drive, and texts the marketing lead through Twilio only if engagement dropped sharply.
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