Automated D&B Hoovers ICP Match Alerts
Every morning, WebRun opens D&B Hoovers, checks your saved search criteria for companies newly matching your ideal customer profile on industry, revenue, and employee count, posts the new matches to Microsoft Teams, and creates a Trello card for each one so it gets handed off to an SDR to research and start outreach.
How do I hand off new ICP matching companies from D&B Hoovers?
Every morning, WebRun checks D&B Hoovers for companies newly matching your ideal customer profile on industry, revenue, and employee count, and posts the list to Microsoft Teams. It also creates a Trello card for each new match, so a company that just came into view gets handed off to an SDR for research and outreach the same day.
- New ICP matches reach an SDR the same morning they appear
- Every match gets a tracked handoff card, not a missed alert
- Duplicate matches never create repeat work
Built for SDR teams · business development · enterprise sales · sales operations
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
dnb.comin a real browser with your saved login - no setup, no API keys. -
1
D&B Hoovers - find new ICP matching companies
dnb.com
WebRun opens D&B Hoovers to find new ICP matching companies. - Open D&B Hoovers and check your saved search for new results
- Compare new companies against your ICP criteria for industry, revenue, and size
- Note the company details driving the match
Done when Every new company matching your ICP criteria has been identified.
-
2
Microsoft Teams - alert the team
microsoft.com
WebRun opens Microsoft Teams to alert the team. - Post the new matches to the prospecting channel
- Show the company and the criteria that matched
- Note how many new matches came in since yesterday
Done when The team has today's new ICP match list in Microsoft Teams.
-
3
Trello - create a handoff card for the SDR
trello.com
WebRun opens Trello to create a handoff card for the SDR. - Create a card for each new match on the SDR handoff board
- Add the company details and matched criteria to the card
- Leave the card unassigned for a manager to route
Done when Every new match has a tracked card ready for SDR handoff.
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 contact the company itself?
No. WebRun only alerts your team and creates a handoff card. Research and outreach are still done by the SDR who picks up the card.
How does it decide what counts as a match?
It reads the saved search criteria you already set up in D&B Hoovers for industry, revenue, and employee count, so a company only counts as a match against your own definition, not a generic one.
What if the same company matched last week too?
Only genuinely new matches since the last run are posted, so an account already handed off will not create a duplicate card.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.