Automated ActiveCampaign Deal Task Chasing
Every morning, WebRun opens ActiveCampaign, walks the deals in your pipelines, finds every task that is overdue or has nobody assigned, opens a Trello card for each with the deal, its value and its owner, and sends the chase list to WhatsApp ranked by deal value.
How do I stop deal tasks in my CRM going overdue?
Every morning WebRun opens ActiveCampaign, goes through the deals in your pipelines, and finds the tasks that are overdue or have nobody assigned. It opens a Trello card for each one with the deal, its value and its owner, then sends the ranked chase list to WhatsApp.
- The highest value follow-ups get done before the small ones
- Unassigned tasks get an owner the morning they appear
- The total value sitting behind overdue work is visible every day
Built for sales managers · small sales teams · agencies · founders running their own pipeline
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
www.activecampaign.com/loginin a real browser with your saved login - no setup, no API keys. -
1
ActiveCampaign - find overdue deal tasks
activecampaign.com
WebRun opens ActiveCampaign to find overdue deal tasks. - Open ActiveCampaign and go to the deals in each pipeline you run
- List every task attached to an open deal with its due date, its type and its owner
- Keep the ones already past their due date and the ones with no owner set
- Record the deal name, its stage and its value against each task
Done when Every overdue or unassigned task is captured with its deal, stage, value and owner.
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2
Trello - raise a card per task
trello.com
WebRun opens Trello to raise a card per task. - Open or update a card per overdue task on your sales board
- Put the deal, the stage, the value, the days overdue and the owner on the card
- Give unassigned tasks their own list so nobody has to guess who picks them up
- Move cards to Done once the task is completed in ActiveCampaign
Done when The sales board holds one card per overdue task with its deal and value attached.
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3
WhatsApp - send the ranked chase list
whatsapp.com
WebRun opens WhatsApp to send the ranked chase list. - Send the sales group today's chase list, ordered by the value of the deal behind each task
- Show the days overdue and the owner on every line, and group the unassigned ones at the end
- Include the total value sitting behind overdue tasks so the cost of the backlog is visible
Done when The sales group has today's overdue tasks ranked by the deal value behind them.
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 email contacts or start a campaign?
No. This run never touches email. WebRun reads deals and tasks only, and it never sends a campaign, adds a contact to an automation or messages anyone outside your team.
Does it complete or reassign tasks?
No. WebRun leaves every task exactly as it is in ActiveCampaign. It raises a Trello card and a chase line, and a person completes or reassigns the work.
Why rank by deal value?
Because an overdue task on a large open deal costs more than one on a small deal. Ranking by value means the first item on the list is usually the right one to do.
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