Automated Close CRM Stale Deal Detection
Every Monday, WebRun opens Close, finds every open deal with no logged activity in the last two weeks, checks Gmail to see whether an unread reply is actually sitting in the thread already, and logs the full stale deal list to Airtable so the manager can see what needs a push without digging through the pipeline.
How do I find stale deals in Close before they go cold?
Every Monday, WebRun opens Close and finds open deals with no logged activity in the last two weeks, then checks Gmail to see whether a reply is already sitting unread in the thread. It logs the full list to Airtable with that detail flagged, so the manager can see at a glance which stale deals actually just need someone to open their inbox.
- Stale deals surface every Monday instead of at quarter end
- Missed replies sitting unread get caught automatically
- The manager gets one list instead of checking each rep's pipeline
Built for inside sales teams · sales managers · startup sales · SMB sales
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.close.comin a real browser with your saved login - no setup, no API keys. -
1
Close - find deals with no recent activity
WebRun opens Close to find deals with no recent activity. - Open Close and review open deals for logged activity
- Flag deals with no call, email, or note in the last two weeks
- Note the deal owner and value for each
Done when Every deal with no activity in the last two weeks has been identified.
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2
Gmail - check for an unread reply
WebRun opens Gmail to check for an unread reply. - Check the email thread tied to each stale deal for an unread reply
- Note whether the prospect already replied and it was simply missed
- Leave every email untouched, this step only reads
Done when Every stale deal has been checked for an unread reply already sitting in Gmail.
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3
Airtable - log the stale deal list
WebRun opens Airtable to log the stale deal list. - Log each stale deal with its owner, value, and whether an unread reply was found
- Sort so deals with an unread reply appear first
- Remove any deal that has had activity logged since the last run
Done when The stale deal tracker in Airtable reflects today's Close check.
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 send or reply to any email?
No. WebRun only reads the Gmail thread to check whether a reply is already sitting there unread. It never sends, replies to, or drafts anything in this workflow.
How does it decide a deal is stale?
It reads the logged activity in Close, so a deal only counts as stale once two weeks have passed with no call, email, or note recorded against it.
What if the deal owner already knows about the unread reply?
It still gets logged, since the point is a single reliable list the manager can check rather than relying on each rep to remember. It simply drops off once activity is logged.
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.