Make sure every open deal has a next step booked
Every Monday, WebRun opens Agile CRM, checks every open deal for a scheduled task or meeting, books the missing next step on Google Calendar wherever a contact's preferred time is already on record, and alerts Microsoft Teams for any deal that still has nothing booked, so momentum does not quietly stall between conversations.
- No credit card
- Under $0.01 per run
- Cancel anytime
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.agilecrm.comin a real browser with your saved login - no setup, no API keys. -
1
Agile CRM - check deals for a scheduled next step
agilecrm.com
WebRun opens Agile CRM to check deals for a scheduled next step. - Open Agile CRM and review open deals for a scheduled task or meeting
- Flag every deal with nothing booked
- Note the deal stage and owner for each
Done when Every deal with no scheduled next step has been identified with its stage.
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2
Google Calendar - book the missing next step
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to book the missing next step. - Book a next step slot for any flagged deal where a contact time preference is on record
- Set it for the next available working slot
- Note the deal and stage in the event description
Done when A next step has been booked for every flagged deal where a time preference was available.
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3
Microsoft Teams - alert on deals with none
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to alert on deals with none. - Post an alert for any deal that still has nothing booked
- Show the deal, stage, and owner
- Sort so the most advanced stages appear first
Done when The team has been alerted to every deal with no next step booked.
How do I find Agile CRM deals with no next step scheduled?
Every Monday, WebRun opens Agile CRM and checks every open deal for a scheduled task or meeting, booking one on Google Calendar wherever a contact's preferred time is already on record. For deals that still have nothing booked, it alerts Microsoft Teams, so a deal never quietly stalls just because no one scheduled the next conversation.
- Deals with no next step get caught before they stall
- Meetings get booked automatically wherever a time is already known
- The team sees scheduling gaps every Monday, not at quarter end
Built for small business sales teams · SMB sales · sales managers · solo founders
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
Does it book a meeting without the contact agreeing to a time?
No. WebRun only books a slot when a contact's preferred time is already on record in Agile CRM. Otherwise it just alerts the team so a rep can reach out and schedule one.
What counts as a scheduled next step?
Any task or meeting already logged against the deal in Agile CRM. A deal with nothing logged is what gets flagged or booked.
Does it touch an existing meeting?
No. WebRun only books a new next step when none exists. It never edits or cancels something already on the calendar.
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