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(3⁠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 Close CRM Data Hygiene Audits
Every Monday, WebRun audits your Close leads and opportunities for a missing owner, value, or required field, posts a fix list to Microsoft Teams by rep, and flags the big gaps on Telegram.
Close›Microsoft Teams›Telegram
Automated Clearbit Company Domain Enrichment
Upload a list of company domains and WebRun looks each one up in Clearbit, fills in industry, size, and location, saves the finished sheet to Google Drive, and cards the best fits in Trello.
Clearbit›Trello›Google Drive
Automated Clay Credit Balance Alerts
Every morning, WebRun reads your Clay credit balance and how fast it is burning, tracks the runway in Notion, and texts you by Twilio when a campaign is about to run dry.
Clay›Notion›Twilio
Automated Clari Forecast Submission Chasing
Every Monday, WebRun checks who has and has not submitted their Clari forecast, saves the roll up to Google Drive, and texts the reps still missing before the call starts.
Clari›Google Drive›Twilio
Automated Chorus Rep Coaching Playlists
Every Monday, WebRun picks coachable moments from each rep's Chorus calls, builds a per-rep card in Trello, and logs the coaching history in Airtable.
Chorus›Trello›Airtable
Automated Chili Piper Availability Checks
Every Monday, WebRun checks your Chili Piper queues for next week's open slots and writes the coverage gaps to Notion before a prospect finds them.
Chili Piper›Airtable›Notion
Automated Sales Quota Risk Watchlist
Every Monday, WebRun reads attainment in CaptivateIQ, compares each rep against expected pace for the quarter, posts the watchlist to Microsoft Teams, and drafts a coaching note for each rep at risk.
CaptivateIQ›Microsoft Teams›Gmail
Automated Capsule Pipeline Hygiene Checks
Every Monday, WebRun finds Capsule opportunities with no next task scheduled, logs them by owner in Airtable, and texts you the drifting list before the pipeline call.
Capsule›Airtable›Twilio
Automated Bitrix24 New Lead Triage
Every morning, WebRun lists the Bitrix24 leads that arrived overnight with no responsible person or no first activity, posts the triage list to Microsoft Teams, and sends the manager a Telegram summary.
Bitrix24›Microsoft Teams›Telegram
Automated Attio Record Enrichment and Routing
The moment a record lands in Attio, WebRun fills in the missing attributes, assigns an owner, drafts the first email in Gmail, and hands it to the rep in Slack.
Attio›Gmail›Slack
Automated 6sense Intent Keyword Reviews
Every Monday, WebRun reviews the intent keywords driving your 6sense segments, proposes terms to add or drop per group, sends you the shortlist on WhatsApp, and logs it in Airtable.
6sense›WhatsApp›Airtable
Automated ZoomInfo Sales Meeting Briefs
Each morning, WebRun reads tomorrow's meetings in Google Calendar, looks each company up in ZoomInfo, and posts a prep brief to Microsoft Teams.
ZoomInfo›Google Calendar›Microsoft Teams
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 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 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 Mailshake List Hygiene Checks
Every week, WebRun reviews Mailshake bounces, reads the auto-replies sitting in Gmail, and builds a clean suppression list in Airtable before your next send.
Mailshake›Gmail›Airtable
Automated Lusha Credit Balance Alerts
Every morning, WebRun reads your Lusha credit balance and usage by user, records the burn rate in Notion, and texts your admin through Twilio when the balance drops below your limit.
Lusha›Notion›Twilio
Automated Lemlist Reply Routing
Through the day, WebRun reads new lemlist replies, separates the interested ones from bounces and opt-outs, texts the owning rep, and posts the lead to Teams.
Lemlist›Twilio›Microsoft Teams
Automated LeadSquared Untouched Lead Alerts
Twice a day, WebRun finds LeadSquared leads with no call, email, or task logged since they arrived, posts the list to Telegram, and pings each owner on WhatsApp.
LeadSquared›Telegram›WhatsApp
Automated LeadIQ Untouched Prospect Chasing
Every Monday, WebRun opens LeadIQ, finds prospects captured more than a week ago with no outreach logged, cards each one in Trello for its rep, and nudges the team on WhatsApp.
LeadIQ›Trello›WhatsApp
Automated Leadfeeder Repeat Visitor Watchlist
Every Monday, WebRun finds companies that visited your site several times last week in Leadfeeder, logs them in Airtable, and writes a short account brief in Notion.
Leadfeeder›Airtable›Notion
Automated Kommo New Lead Follow-Up
Every few minutes, WebRun checks Kommo for leads that just landed, drafts a Twilio SMS for the owning rep to approve, and pings the sales group on Telegram so nobody waits.
Kommo›Twilio›Telegram
Automated JustCall Daily Call Logs
Every morning, WebRun reads yesterday's JustCall activity, files a dated call log with outcomes and recording links into Google Drive, and sends the headline numbers on WhatsApp.
JustCall›Google Drive›WhatsApp
Automated Instantly Reply Routing
A few times a day, WebRun reads new Instantly replies, picks out the interested ones, hands each to an owner in Teams, and WhatsApps you the hottest.
Instantly›Microsoft Teams›WhatsApp

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