CRM・営業支援ツール

CRM・営業支援ツール⁠の自⁠動⁠化テ⁠ン⁠プ⁠レ⁠ー⁠ト(11⁠ペ⁠ー⁠ジ⁠目)

CRM・営業支援ツール向けに、すぐに使えるワークフローを248件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、WhatsApp、Airtable、Trelloです。

CRM・営業支援ツール
すべてのカテゴリ
Automated Ambition Scorecard Coaching Handoff
Every Monday, WebRun checks Ambition for reps whose scorecard metrics fell below target last week, logs each one to Airtable, and hands off a coaching note to the manager in Notion.
Ambition›Airtable›Notion
Automated Allego Weekly Readiness Scorecard
Every Friday, WebRun reviews Allego for training completion and practice pitch scores, logs a readiness scorecard to Google Sheets, and summarizes it in Notion for the enablement manager.
Allego›Google Sheets›Notion
Automated Albacross Target Account Alerts
Every hour, WebRun checks Albacross for target accounts visiting high intent pages like pricing or demo, logs the visit to Google Drive, and texts the rep on Twilio.
Albacross›Google Drive›Twilio
Automated Agile CRM Next Step Tracking
Every Monday, WebRun checks Agile CRM for deals with no scheduled task or meeting, books the missing next step on Google Calendar where a time is on record, and alerts Microsoft Teams for deals with nothing booked.
Agile CRM›Google Calendar›Microsoft Teams
Automated AeroLeads List Completeness Checks
When a new lead list is built in AeroLeads, WebRun checks that every entry has a found email before outreach starts, posts the setup status to Microsoft Teams, and tracks incomplete entries on a Trello card.
AeroLeads›Microsoft Teams›Trello
Automated Adapt.io Daily Contact Digest
Every morning, WebRun pulls the contacts newly matched to your ICP filter in Adapt.io, posts the daily digest to Telegram, and texts the rep on Twilio about a named target account match.
Adapt.io›Telegram›Twilio
Automated Act! CRM Renewal Tracking
Every morning, WebRun checks Act! for customers with an upcoming contract or subscription renewal, logs the reminder list to Google Sheets, and checks Gmail for any renewal related reply already received.
Act!›Google Sheets›Gmail
Automated 6sense In Market Account Alerts
Every Monday, WebRun checks 6sense for accounts showing high buying intent that have not been contacted by a rep in the last two weeks, alerts the account team in Microsoft Teams, and creates a Trello card so each one gets a follow up owner.
6sense›Microsoft Teams›Trello

お⁠探⁠し⁠の業⁠務⁠が見⁠つ⁠か⁠り⁠ま⁠せ⁠ん⁠か⁠?

どんな業務も、WebRunに一度やって見せるだけ。スケジュールどおりに実行するエージェントに仕上げます。