Logiciels de CRM et de vente
Logiciels de CRM et de vente : modèles d'automatisation, page 10
248 workflows prêts à l'emploi dans la catégorie Logiciels de CRM et de vente. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : WhatsApp, Airtable et Trello.
Automated Copper Stalled Deal Alerts
Every hour, WebRun checks Copper for deals sitting in the same pipeline stage far longer than usual for their stage, posts an alert to Telegram, and texts the deal owner on Twilio when a high value deal is at risk.
Automated Convin QA Backlog Tracking
Every Monday, WebRun checks Convin for calls that still need QA scoring, logs the pending review list to Google Sheets, and summarizes QA trends for the team in Notion.
Automated ContactOut Weekly Contact Export
Every Friday, WebRun compiles the contacts found in ContactOut that week into an export saved to Google Drive, and texts the rep on Twilio when a named target account contact was found.
Automated CompanyHub New Deal Setup Checks
When a new deal is added to CompanyHub, WebRun checks that required fields and a next step are set before it counts as working, books the kickoff call on Google Calendar, and alerts Microsoft Teams if fields are missing.
Automated Cognism Weekly Prospecting Scorecard
Every Friday, WebRun tallies how many verified contacts each rep pulled from Cognism this week, checks Gmail for how many of the resulting outreach threads got a reply, and logs a scorecard to Google Sheets.
Automated Close CRM Stale Deal Detection
Every Monday, WebRun checks Close for open deals with no activity in the last two weeks, checks Gmail for any unread reply sitting in the thread, and logs the stale deal list to Airtable for the manager.
Automated Clearbit Lead Fit Ranking
Every morning, WebRun checks Clearbit for new signups and form fills enriched with company data, ranks them against your ideal customer profile, and posts the team a Slack digest with the single best fit lead flagged on Telegram.
Automated Clay Table Setup Verification
When a new Clay table is set up, WebRun checks that every enrichment column has a working data source and the required fields are mapped, posts the setup status to Slack, and pings Telegram if a step is blocking the table from running.
Automated Clari Forecast Coverage Checks
Every Monday, WebRun compares each rep's Clari forecast commit against their actual pipeline coverage, creates a Trello card for any commit that looks unsupported, and texts the rep on WhatsApp about deals slipping this week.
Automated Chorus Call Risk Alerts
After every recorded sales call, WebRun scans the Chorus call for risk signals like a long prospect silence or a competitor mention, blocks follow up time on the rep's Google Calendar, and texts the rep on WhatsApp when the risk looks serious.
Automated Chili Piper Daily Booking Digest
Every morning, WebRun checks Chili Piper for meetings booked and routing failures since the last run, saves the day's booking log to Google Drive, and posts a digest to Slack.
Automated CaptivateIQ Commission Query Handoff
Every morning, WebRun checks CaptivateIQ for new commission queries reps have flagged, logs each one to Airtable as a tracked ticket, and briefs the comp team in Notion so every query gets picked up for review.
Automated Capsule CRM Renewal Tracking
Every morning, WebRun checks Capsule for accounts with a renewal date coming up in the next 30 days, logs them to a Google Sheet renewal tracker, and updates a Notion board so the account team can plan the outreach.
Automated BoomTown Stale Lead Alerts
Every Monday, WebRun checks BoomTown for leads with no agent follow up logged in the last five days, alerts the team in Microsoft Teams, and creates a Trello card for the team lead to reassign.
Automated Bombora Intent Surge Alerts
Every morning, WebRun checks Bombora for target accounts showing a surge in buying intent on a relevant topic, alerts the account team on Telegram, and texts the owning rep on Twilio.
Automated Bitrix24 Weekly Deal Export
Every Friday, WebRun compiles the week's Bitrix24 deals into a report, saves it to Google Drive, and texts the sales manager on Twilio once the export is ready.
Automated Bigtincan Weekly Content Scorecard
Every Friday, WebRun reviews Bigtincan for content usage and training completion data, logs a weekly scorecard to Google Sheets, and checks Gmail for reply engagement on shared content.
Automated Balto Compliance Flag Alerts
Every hour, WebRun checks Balto for calls flagged with a compliance or checklist miss during live guidance, logs the flagged call to Airtable for QA review, and drafts a coaching note in Gmail for the manager.
Automated Badger Maps Daily Route Planning
Every morning, WebRun builds today's optimized route and stop list from Badger Maps, posts the route summary to Slack for the manager, and sends the rep their route on Telegram.
Automated Avoma Overdue Action Item Chase
Every Monday, WebRun checks Avoma for action items from call notes that are still open past their due date, creates a Trello card for each overdue item, and texts the owner on WhatsApp.
Automated Prophet CRM Opportunity Checklist
The moment a new opportunity is created in Prophet CRM, WebRun checks it has an owner and a next step, books a follow-up on Google Calendar if needed, and posts it to Microsoft Teams.
Automated Autoklose Campaign Setup Checks
When a new campaign is set up in Autoklose, WebRun checks the sending domain warmup status and template before launch, books a launch review on Google Calendar, and texts the rep on WhatsApp if a step is blocking.
Automated Attio Weekly Pipeline Scorecard
Every Friday, WebRun reviews your Attio pipeline for deals that advanced, stalled, or closed this week, makes sure next week's pipeline review has a slot on Google Calendar, and posts the scorecard to Microsoft Teams.
Automated Anymail Finder Weekly Export
Every Friday, WebRun compiles the emails found and verified in Anymail Finder that week into a file, exports it to Google Drive, and alerts Slack with the verification rate.
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