Automated Act! Stale Opportunity Chasing
Every Monday, WebRun opens Act!, reads the open opportunities in your pipeline, finds the ones with no activity or history logged since your threshold, records the contact, company, stage, value, and last contact date, opens a revival card per deal in Trello, and posts the week's chase list to your sales WhatsApp group.
How do I find sales opportunities that have gone quiet?
WebRun revives your stalled Act! pipeline every Monday. It reads the open opportunities, keeps the ones with no activity logged since your threshold, records the contact, stage, value, and last contact date, opens a Trello revival card per deal, and posts the chase list to your sales WhatsApp group.
- Every quiet deal gets one deliberate follow-up instead of drifting
- The last contact date sits on every line of the list
- Deals worked this week never clutter the chase list
Built for small business sales teams · account managers · sales managers · consultancies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
act.comin a real browser with your saved login - no setup, no API keys. -
1
Act! - find untouched opportunities
act.com
WebRun opens Act! to find untouched opportunities. - Open Act! and list the open opportunities across your pipeline
- Read the history and activities on each one and keep the deals with nothing logged since your threshold
- Capture the contact, the company, the stage, the value, and the date of the last recorded contact
Done when Every open opportunity with no recent activity is listed with its last contact date.
-
2
Trello - open a revival card per deal
trello.com
WebRun opens Trello to open a revival card per deal. - Create one revival card per stale opportunity on your sales board
- Put the contact, company, stage, value, and days since last contact on the card
- Close cards for deals that show new activity in Act! since the previous run
Done when Every stale deal has a current Trello card and revived ones are closed.
-
3
WhatsApp - post the week's chase list
whatsapp.com
WebRun opens WhatsApp to post the week's chase list. - Post the week's chase list to your internal sales group, largest value first
- Show the company, the stage, and the days since last contact on each line
- Keep the post inside your team group. Never message the customer
Done when Your sales team has this week's revival list in WhatsApp.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact customers on its own?
No. WebRun posts internally to Trello and your sales WhatsApp group only. Every follow-up email or call is made by a person who decides what to say.
Does it change anything in Act!?
No. It reads opportunities, history, and activities. It never edits a stage, closes a deal, logs an activity, or deletes a record in your database.
What counts as stale?
Any open opportunity with no activity or history logged for longer than the number of days you set, for example twenty one. Deals worked last week never reach the list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.