Automated Deskera Stalled Deal Alerts
Every Monday, WebRun opens Deskera CRM, finds every deal with no activity in the last 14 days, drafts a friendly check-in email for the assigned rep in Gmail, and posts a Slack list ranked by deal size so reps know which stalled deals to chase first.
How do I catch stalled deals in Deskera CRM before they go cold?
WebRun scans Deskera CRM every Monday for deals with no activity in 14 days, drafts a friendly check-in email in Gmail for the assigned rep, and posts a Slack list ranked by deal size. Draft emails always wait for a rep's review before sending, so stalled deals get a timely nudge without a robotic reach out.
- Stalled deals get a ready check-in draft every Monday instead of going quiet
- Reps see stalled deals ranked by size so the biggest ones get chased first
- Closed deals are skipped automatically, so the list never wastes a rep's time
Built for SMB sales teams · account executives · sales managers · Deskera CRM users
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
app.deskera.comin a real browser with your saved login - no setup, no API keys. -
1
Deskera - find stalled deals
deskera.com
WebRun opens Deskera to find stalled deals. - Open Deskera CRM and filter deals with no activity in the last 14 days
- Capture the deal size, stage, and assigned rep for each
- Skip any deal already marked closed won or closed lost
Done when Every stalled deal is listed with its size, stage, and owner.
-
2
Gmail - draft the check-in email
gmail.com
WebRun opens Gmail to draft the check-in email. - Draft a friendly check-in email for each stalled deal's contact
- Leave it unsent in Gmail for the assigned rep to review and send
- Reference the last thing discussed with that contact
Done when A check-in draft is ready in Gmail for every stalled deal.
-
3
Slack - alert reps to what needs a nudge
slack.com
WebRun opens Slack to alert reps to what needs a nudge. - Post the stalled deals ranked by deal size
- At-mention the assigned rep for each one
Done when Reps have this week's stalled deal list in Slack.
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 the prospect without a rep reviewing it?
No. WebRun only drafts the check-in email in Gmail. The assigned rep reads it, edits if needed, and sends it themselves.
How does it decide a deal is stalled?
It reads the last activity date on the deal in Deskera CRM, so anything untouched for 14 days gets flagged, a number you can adjust.
What about deals that already closed?
It skips any deal already marked closed won or closed lost, so the list only ever shows deals still actually in play.
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