Sales automation templates
Keep the pipeline moving without chasing it: deal alerts, digests, follow-ups and CRM hygiene. Pick a brief and Whenever writes it against your accounts.
Announce closed-won deals in SlackCelebrates each won deal in Slack with the numbers and a short recap of how it was won.
Build this workflowPost quotes awaiting approval to SlackPuts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.Build this workflowGet a prep brief before every customer callSends you a written brief each morning covering the customers you are meeting that day.
Build this workflowTurn product usage into sales signalsFlags accounts whose product usage crossed your threshold so reps know who to call.
Build this workflowEmail the team a daily sales summaryReads the day's sales from your sheet and emails the team totals and top performers.
Build this workflowRun a three-step sequence from a prospect listSends the next email in your three-step sequence to each prospect and stops when they reply.
Build this workflowCoach reps on their Gong callsTurns yesterday's recorded calls into written coaching feedback for each rep.
Build this workflowPush account health signals into SalesforceCopies account health figures from your warehouse onto the matching Salesforce accounts.
Build this workflowSpot expansion signals in support ticketsSends the account owner a written read on every support ticket that mentions buying or growth.Build this workflowTrack deal stage changes and follow-upsAnnounces every pipeline stage change and creates the follow-up task that goes with it.
Build this workflowSend customer review feedback to ProductboardRoutes new public reviews to the product team with the reviewer's account details attached.
Build this workflowIntroduce marketplace buyers and providersMatches new signups against the other side of your list and introduces both by email.
Build this workflowDraft follow-up emails after every callTurns each recorded call into a ready-to-send email draft plus a task to send it.Build this workflowBuild a pitch deck when a deal reaches a stageCreates a Google Slides pitch deck from the HubSpot deal, company and contacts when a deal reaches your stage, and sends the owner the link.
Build this workflowRecover failed Stripe paymentsEmails the customer a friendly note with the link to update their payment as soon as a Stripe invoice payment fails, and tells your team in Slack. After publishing, you add a webhook endpoint with its address in Stripe and paste the endpoint's signing secret into Whenever.
Build this workflowLog every Stripe sale and announce it in SlackAdds each completed Stripe checkout to a Google Sheets log and posts a one-line sale alert to Slack. After publishing, you add a Stripe webhook endpoint with its address and paste its signing secret into Whenever.Build this workflowRecord Stripe payments on HubSpot contactsWrites each successful Stripe charge onto the matching HubSpot contact, creating the contact if needed, and adds a note so no charge is recorded twice. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowTurn Stripe payments into QuickBooks sales receiptsCreates a QuickBooks sales receipt for each successful Stripe charge, finding or creating the customer, and never records the same charge twice. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.
Build this workflowDeliver digital products after a Stripe checkoutEmails each buyer the download links for what they bought as soon as a Stripe checkout is paid, from a sheet that maps product names to links. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowAsk cancelling Stripe subscribers why they leftWhen a Stripe subscription is cancelled, emails the customer your feedback survey, logs the cancellation reason in a sheet, and tells your team in Slack. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowSend Stripe invoices from Airtable ordersCreates, finalizes and sends a Stripe invoice for every Airtable order you mark Invoice, then writes the payment link back to the row so nothing is invoiced twice.Build this workflowPost a monthly Stripe revenue report to SlackOn the first of each month, posts last month's Stripe gross, refunds, net and new customers against the month before, per currency, with a short written summary.Build this workflowFind duplicate Stripe customers every weekEvery Monday lists the email addresses that belong to more than one Stripe customer, with their ids and dates, so you can merge them.Build this workflow
All templatesBuild this workflowPost quotes awaiting approval to SlackPuts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.Build this workflowGet a prep brief before every customer callSends you a written brief each morning covering the customers you are meeting that day.Build this workflowTurn product usage into sales signalsFlags accounts whose product usage crossed your threshold so reps know who to call.Build this workflowEmail the team a daily sales summaryReads the day's sales from your sheet and emails the team totals and top performers.Build this workflowRun a three-step sequence from a prospect listSends the next email in your three-step sequence to each prospect and stops when they reply.Build this workflowCoach reps on their Gong callsTurns yesterday's recorded calls into written coaching feedback for each rep.Build this workflowPush account health signals into SalesforceCopies account health figures from your warehouse onto the matching Salesforce accounts.Build this workflowSpot expansion signals in support ticketsSends the account owner a written read on every support ticket that mentions buying or growth.Build this workflowTrack deal stage changes and follow-upsAnnounces every pipeline stage change and creates the follow-up task that goes with it.Build this workflowSend customer review feedback to ProductboardRoutes new public reviews to the product team with the reviewer's account details attached.Build this workflowIntroduce marketplace buyers and providersMatches new signups against the other side of your list and introduces both by email.Build this workflowDraft follow-up emails after every callTurns each recorded call into a ready-to-send email draft plus a task to send it.Build this workflowBuild a pitch deck when a deal reaches a stageCreates a Google Slides pitch deck from the HubSpot deal, company and contacts when a deal reaches your stage, and sends the owner the link.Build this workflowRecover failed Stripe paymentsEmails the customer a friendly note with the link to update their payment as soon as a Stripe invoice payment fails, and tells your team in Slack. After publishing, you add a webhook endpoint with its address in Stripe and paste the endpoint's signing secret into Whenever.Build this workflowLog every Stripe sale and announce it in SlackAdds each completed Stripe checkout to a Google Sheets log and posts a one-line sale alert to Slack. After publishing, you add a Stripe webhook endpoint with its address and paste its signing secret into Whenever.Build this workflowRecord Stripe payments on HubSpot contactsWrites each successful Stripe charge onto the matching HubSpot contact, creating the contact if needed, and adds a note so no charge is recorded twice. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowTurn Stripe payments into QuickBooks sales receiptsCreates a QuickBooks sales receipt for each successful Stripe charge, finding or creating the customer, and never records the same charge twice. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowAsk cancelling Stripe subscribers why they leftWhen a Stripe subscription is cancelled, emails the customer your feedback survey, logs the cancellation reason in a sheet, and tells your team in Slack. After publishing, you add a Stripe webhook endpoint and paste its signing secret into Whenever.Build this workflowSend Stripe invoices from Airtable ordersCreates, finalizes and sends a Stripe invoice for every Airtable order you mark Invoice, then writes the payment link back to the row so nothing is invoiced twice.Build this workflowPost a monthly Stripe revenue report to SlackOn the first of each month, posts last month's Stripe gross, refunds, net and new customers against the month before, per currency, with a short written summary.Build this workflowFind duplicate Stripe customers every weekEvery Monday lists the email addresses that belong to more than one Stripe customer, with their ids and dates, so you can merge them.Build this workflowAgents should build your automations, not be them
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