CRM & sales software
CRM & sales software automation templates
248 ready-made workflows for CRM & sales software. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: WhatsApp, Airtable and Trello.
Automated Yesware Warm Prospect Call Lists
Every morning, WebRun reads yesterday's Yesware opens and clicks, builds a ranked call list in Google Sheets, and sends the top names to your rep on WhatsApp.
Automated Xactly Comp Plan Acceptance Chasing
Every Monday, WebRun checks who has accepted their Xactly compensation plan document, tracks the outstanding names in Notion, and sends the chase list to WhatsApp so nobody is paid on an unsigned plan.
Automated SugarCRM Pipeline Hygiene Reviews
Every Monday, WebRun audits SugarCRM opportunities for past close dates, stale stages and missing activity, builds a per rep cleanup list in Airtable, and files the review in Google Drive.
Automated Streak Daily Follow-Up Lists
Every morning, WebRun reads the Streak tasks and reminders due today across every pipeline, opens a Trello card per follow-up, and logs the day's list in Airtable.
Automated Snov.io Campaign Reply Triage
Every morning, WebRun reads the replies sitting in your Snov.io campaigns, sorts them into interested, not now, and opt-out, queues the warm ones in Airtable, and briefs each in Notion.
Automated Showpad Buyer Follow-Ups
Every morning, WebRun checks which buyers opened your Showpad Shared Spaces overnight, drafts a Gmail follow-up naming what they read, and sends the call list to WhatsApp.
Automated Seismic Content Library Audit
Every Monday, WebRun audits your Seismic library for assets reps still send but nobody has refreshed, drafts an owner by owner note in Gmail, and posts the list to Slack.
Automated Seamless.ai Credit Usage Alerts
Every Monday, WebRun reads your Seamless.ai credit usage, works out the burn rate against what is left, logs it on a Trello card, and WhatsApps the sales manager.
Automated RocketReach Credit Usage Tracking
Every Monday, WebRun reads your RocketReach credit balance and per user burn rate, logs it in Airtable, and posts days of credit left to Notion.
Automated Reply.io Sales Reply Triage
Every hour, WebRun reads new Reply.io replies, sorts real interest from bounces and out of office, logs each in Airtable with an owner, and files the transcript in Google Drive.
Automated Proposify Signed Proposal Handoff
Every morning, WebRun finds the Proposify proposals signed since yesterday, drafts a Gmail handoff with the scope and price, and pings your delivery group on WhatsApp.
Automated PhantomBuster Failure Alerts
Every morning, WebRun reviews your PhantomBuster launches, picks out the ones that errored, timed out, or came back empty, and queues each for a fix.
Automated Owler Account Research Packs
Upload your target account list and WebRun looks each company up on Owler, writes a one-page brief per account into Trello, and sends you a WhatsApp note when the pack is ready.
Automated Mixmax Meeting Prep Briefs
Every morning, WebRun reads today's booked meetings, pulls each attendee's prior email history in Mixmax, and sends you a short prep note per call on WhatsApp.
Automated Allego Certification Due Reminders
Every Monday, WebRun finds the Allego certifications and practice submissions with a date approaching, drafts a nudge to each rep in Gmail, and posts the chase list to Slack.
Automated Albacross ICP Prospect Export
Every Monday, WebRun exports the Albacross companies matching your ICP filters, cards each one in Trello with the pages they read, and sends the list to WhatsApp.
Automated Agile CRM Pipeline Snapshots
Every Monday, WebRun copies your Agile CRM deals with stage, value, owner and close date into a dated Airtable snapshot, then writes the week over week movement up in Notion.
Automated AeroLeads Credit Balance Alerts
Every morning, WebRun reads your AeroLeads credit balance and burn rate, files the numbers in Google Drive, and messages you on WhatsApp before you run dry mid campaign.
Automated Adapt.io Contact List Enrichment
Upload a list and WebRun looks up each contact in Adapt.io, fills the missing titles and emails, and returns the completed file with the unmatched rows named.
Automated Act! Stale Opportunity Chasing
Every Monday, WebRun finds the open Act! opportunities with no recent activity logged, opens a revival card per deal in Trello, and posts the week's short chase list to your sales WhatsApp group.
Automated ZoomInfo Job Change Alerts
Every morning, WebRun checks ZoomInfo for contacts who moved to a new company, logs each move against the old account, and tells the rep who knows them.
Automated Salesloft Bounced Contact Cleanup
Every night, WebRun finds Salesloft people marked bounced or do not contact who still sit on cadence steps, logs the removal list in Airtable, and files the record in Google Drive.
Automated Outreach Opt-Out and Bounce Cleanup
Every Monday, WebRun collects the week's Outreach opt-outs and hard bounces, finds the sequences still holding them, and hands sales ops a suppression list to approve.
Automated Dynamics 365 Lead Assignment Checks
Every morning, WebRun checks new Dynamics 365 leads for a missing owner or no logged activity, opens a Trello card for each gap, and books a first-touch slot in Google Calendar.
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