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(7⁠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 Qualified Chat Conversion Handoff
The moment a website chat in Qualified turns into a meeting request, WebRun texts the assigned rep the visitor's details and saves the full conversation transcript to Google Drive.
Qualified›Twilio›Google Drive
Automated Proposify Stalled Proposal Alerts
Every Monday, WebRun checks Proposify for proposals sent but not opened or signed within a week, posts the stalled list to Telegram, and texts the rep on Twilio about the largest one.
Proposify›Telegram›Twilio
Automated Pipeliner CRM Pipeline Scorecards
Every Monday, WebRun totals your Pipeliner CRM pipeline by stage and owner, posts the scorecard to Microsoft Teams, and creates a Trello card for any deal that has slipped its close date.
Pipeliner CRM›Microsoft Teams›Trello
Automated Pipeline CRM Stalled Deal Alerts
WebRun watches Pipeline CRM for deals with no activity in 10 days, posts each one to Telegram, and texts the sales manager when a large deal crosses that line.
Pipeline CRM›Telegram›Twilio
Automated PhoneBurner Call Activity Scorecards
Every Friday, WebRun totals your team's PhoneBurner call activity for the week, logs the per-rep numbers to Google Sheets, and emails you a scorecard of dials, contacts, and voicemail drops.
PhoneBurner›Google Sheets›Gmail
Automated PhantomBuster Lead List Sync
Every morning, WebRun pulls the latest PhantomBuster automation run results, syncs new leads into a Google Sheet master list with duplicates removed, and drafts outreach in Gmail for the new unique leads.
PhantomBuster›Google Sheets›Gmail
Automated PersistIQ Sequence Follow-Up Drafts
WebRun finds PersistIQ prospects who never opened or replied after a full sequence, drafts one last personal follow-up in Gmail for the rep to send, and logs the sequence's outcome to Airtable.
PersistIQ›Gmail›Airtable
Automated People.ai Activity Gap Reports
WebRun compares what People.ai captured about rep emails, calls, and meetings against what's actually logged on the deal, and flags any deal with a gap so nothing is judged on incomplete data.
People.ai›Slack›Telegram
Automated Owler Competitor News Alerts
Every morning, WebRun checks Owler for major news on your tracked competitors, logs the update to Airtable as a battlecard entry, and drafts a talking points reply in Gmail for reps to personalize when a prospect brings up that competitor.
Owler›Airtable›Gmail
Automated Overloop Interested Reply Alerts
WebRun checks Overloop campaigns for replies that read as interested, creates a Trello card in your Hot Leads list for each one, and pings the assigned rep on WhatsApp.
Overloop›Trello›WhatsApp
Automated Outplay Meeting Booking
The moment a prospect agrees to meet in an Outplay sequence, across email, call, or LinkedIn, WebRun books the slot on Google Calendar and sends the rep a WhatsApp heads up.
Outplay›WhatsApp›Google Calendar
Automated Orum Daily Dial Session Digest
Every morning, WebRun checks Orum for yesterday's parallel dialing results, saves the full session export to Google Drive, and posts a summary to Slack with connects and meetings booked.
Orum›Google Drive›Slack
Automated OnePageCRM Contact Setup Checklist
The moment a new contact is added in OnePageCRM, WebRun checks that a next action is set, logs it to Airtable, and writes a short brief in Notion so nothing starts its life with no plan.
OnePageCRM›Airtable›Notion
Automated Nutshell Closed Deal Export
Every Friday, WebRun exports every deal that closed won or lost in Nutshell this week to Google Sheets, and posts a short summary doc to Notion.
Nutshell›Notion›Google Sheets
Automated Nooks Weekly Dial Scorecards
Every Friday, WebRun totals your team's Nooks parallel dialing sessions for the week, saves the full export to Google Drive, and texts you a scorecard of dials, connects, and meetings booked.
Nooks›Twilio›Google Drive
Automated noCRM.io Overdue Action Alerts
WebRun finds noCRM.io leads with no next action set or one that is overdue, schedules a follow-up task on Google Calendar, and alerts the owner in Microsoft Teams.
noCRM.io›Google Calendar›Microsoft Teams
Automated Nimble Contact and Signal Digest
Every morning, WebRun checks Nimble for contacts added the day before along with any new social activity, posts a summary to Microsoft Teams, and creates a Trello card for the ones worth a follow-up.
Nimble›Microsoft Teams›Trello
Automated Neon CRM Membership Renewal Alerts
WebRun finds Neon CRM memberships and recurring donations lapsing in the next 14 days, queues a renewal reminder as a draft for your team to send, posts the worklist to Telegram, and texts the major gifts officer about the biggest ones.
Neon CRM›Telegram›Twilio
Automated Mixmax Unanswered Open Alerts
Every Monday, WebRun checks Mixmax for sent emails opened multiple times with no reply in the last week, posts the follow up list to Slack, and pings Telegram about the single hottest one.
Mixmax›Slack›Telegram
Automated Method CRM Tracker Reconciliation
WebRun compares customer and deal records in Method CRM against your master Google Sheet tracker, flags any mismatch, updates the sheet, and emails you a summary of what changed.
Method CRM›Google Sheets›Gmail
Automated Membrain Stuck Deal Nudges
WebRun finds Membrain deals that have sat in the same stage longer than your process allows, emails the owner a nudge, and logs the full stuck-deal list to Airtable.
Membrain›Gmail›Airtable
Automated Mediafly Content Usage Digest
Every morning, WebRun checks Mediafly for which content reps shared and buyers opened the day before, and posts a summary to Slack, mirrored to Telegram, so enablement knows what's working.
Mediafly›Slack›Telegram
Automated Maximizer CRM Forecast Reconciliation
WebRun compares your Maximizer CRM sales forecast against each deal's actual stage and close date, creates a Trello card for anything that looks off, and pings your sales manager on WhatsApp for the largest gaps.
Maximizer CRM›Trello›WhatsApp
Automated Mailshake Reply Sorting Digest
Every morning, WebRun checks Mailshake for campaign replies that need a human response, creates a Trello card for each one, and texts the rep on WhatsApp about the hottest reply.
Mailshake›Trello›WhatsApp

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