営業・マーケティング
営業・マーケティングの自動化テンプレート(15ページ目)
営業・マーケティング向けに、すぐに使えるワークフローを1,031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、Slack、WhatsApp、Gmailです。
Automated CoSchedule Weekly Content Recap
Every Monday, WebRun reads what went out from CoSchedule last week, logs each piece in Airtable, and writes the recap into your Notion marketing page.
Automated Copper Quiet Contact Follow-Ups
Every Monday, WebRun finds Copper contacts with no activity for weeks, drafts a personal check-in email for each in Gmail, and sends you the call list on WhatsApp.
Automated ConvertKit Broadcast Reporting
Every Monday, WebRun pulls the results of last week's ConvertKit broadcasts, posts a plain-English scorecard to WhatsApp, and opens a Trello card for whichever email needs a rewrite.
Automated Constant Contact List Health
Every Monday, WebRun reads bounces, unsubscribes, and complaints from your Constant Contact sends, logs them in Airtable, and books clean-up time in Google Calendar when rates climb.
Automated Comm100 SLA Breach Alerts
Every hour, WebRun checks Comm100 for tickets and offline chats past their first-response target, texts the on-call agent, and posts the queue picture to your team WhatsApp group.
Automated Cognism Prospect List Building
Every Monday, WebRun runs your saved Cognism searches, adds new matching accounts and contacts to Airtable, and publishes the week's target list on your Notion sales page.
Automated Close CRM Pipeline Review
Every Monday, WebRun reads your Close pipeline, totals what moved last week, files the review on a Trello card, and sends each rep their numbers on WhatsApp.
Automated ClickFunnels Drop-Off Reports
Every Monday, WebRun reads last week's step by step numbers from ClickFunnels, logs them in Airtable, and opens a Trello card on the single page that is leaking the most buyers.
Automated Clearbit Account Data Refresh
Every Monday, WebRun looks up each company in your Notion account list on Clearbit, fills in the missing firmographics, and sends your team a WhatsApp summary of what changed.
Automated Clay Lead Handoff
Every morning, WebRun reads the rows your Clay table finished enriching overnight, sends the ones matching your criteria to WhatsApp, and books outreach time in Google Calendar.
Automated Clari Stalled Deal Reviews
Every Monday, WebRun reads your Clari pipeline, pulls out deals with no activity or no stage change inside your window, writes the review list in Notion, and logs the history in Airtable.
Automated Circle Unanswered Post Alerts
Twice a day, WebRun scans your Circle spaces for member posts that nobody replied to, posts the ageing list to Telegram, and texts the on-call moderator when a post has waited too long.
Automated ChurnZero Renewal Prep
Every Monday, WebRun pulls the ChurnZero accounts renewing in the next 60 days, opens a prep card per account in Trello, and messages the CSM team the renewal run-down on WhatsApp.
Automated Chorus Competitor Mention Reports
Every Monday, WebRun reviews last week's Chorus call recordings for competitor mentions, writes the quotes into a Notion battlecard page, and texts your sales lead the headline.
Automated Chili Piper No-Show Recovery
Every morning, WebRun finds yesterday's Chili Piper no-shows and cancellations, queues a short reschedule text in Twilio for your approval, and posts the recovery list to Microsoft Teams.
Automated Chatwoot Support Triage
Every morning, WebRun reads yesterday's Chatwoot conversations, groups them into recurring themes, opens or updates a Trello card for each, and sends the team a WhatsApp digest.
Automated Chatra Lead Capture to Airtable
Every morning, WebRun reads yesterday's Chatra conversations and offline messages, logs each visitor and their question into Airtable, and sends you the new-lead count on Telegram.
Automated Chaport Unanswered Chat Follow-Up
Each morning, WebRun finds Chaport chats and offline messages nobody replied to, drafts a follow-up email in Gmail for each one, and posts the queue to Slack.
Automated Carrd Plan Renewal Reminders
Every Monday, WebRun checks your Carrd account for plan and custom domain renewal dates, puts a reminder on Google Calendar before each one, and messages you the list on WhatsApp.
Automated CaptivateIQ Approval Chasing
Every morning during approval week, WebRun checks which CaptivateIQ statements are still unapproved, opens a Trello card per rep and manager, and posts the outstanding list to WhatsApp.
Automated Capsule CRM Lead Onboarding
When a new contact lands in Capsule, WebRun builds a Trello card with the first-week checklist, fills in what it found on the record, and pings the owner on WhatsApp.
Automated Canny Unanswered Post Alerts
Every morning, WebRun finds Canny posts with votes but no team reply and no status change, logs them in Airtable, and pings you on Telegram with the ones going cold.
Automated Campaign Monitor Results Export
Every Monday, WebRun pulls the results of last week's Campaign Monitor sends into an Airtable table and writes a short performance readout in Notion.
Automated BuzzSumo Competitor Content Tracking
Every morning, WebRun searches BuzzSumo for your competitors' newest articles, saves the engagement report to Google Drive, and messages you on WhatsApp when one takes off.































