Automated Efficy CRM Pipeline Scorecards
Every Monday, WebRun opens Efficy CRM, totals open opportunities by stage, owner, and value, posts a scorecard to Microsoft Teams, and creates a Trello card for each deal that has gone quiet for two weeks or more so nothing stalls unnoticed.
How do I get a weekly scorecard of my Efficy CRM pipeline?
WebRun reviews your Efficy CRM pipeline every Monday, totals open opportunities by stage, owner, and value, and flags any deal with no activity in the last two weeks. It posts the scorecard to Microsoft Teams and creates a Trello card for each stalled deal, so pipeline reviews start with the numbers already done.
- Every Monday starts with a pipeline scorecard already built
- Stalled deals get a Trello card instead of going unnoticed
- Owners see their numbers without pulling an Efficy report by hand
Built for sales managers · B2B sales teams · revenue operations · Efficy CRM admins
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
efficy.comin a real browser with your saved login - no setup, no API keys. -
1
Efficy CRM - total the week's pipeline by stage and owner
efficy.com
WebRun opens Efficy CRM to total the week's pipeline by stage and owner. - Open Efficy CRM and pull all open opportunities
- Group them by stage, owner, and expected value
- Flag any opportunity with no activity logged in the last 14 days
Done when Every open opportunity is grouped by stage and owner, with stalled ones flagged.
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2
Microsoft Teams - post the scorecard to the team
microsoft.com
WebRun opens Microsoft Teams to post the scorecard to the team. - Post the pipeline scorecard to the sales channel: totals by stage, owner, and value
- Call out the count of stalled opportunities
Done when The team has this week's scorecard posted in Teams.
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3
Trello - card up deals that have stalled
trello.com
WebRun opens Trello to card up deals that have stalled. - Create a card on the Pipeline Attention board for each stalled opportunity
- Include the owner, value, and days since last activity on the card
Done when Every stalled opportunity has a Trello card assigned to its owner.
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 change or close any opportunities on its own?
No. WebRun only reads and reports on your Efficy pipeline. Moving a deal, closing it, or editing its value is left to the deal owner.
What counts as a stalled deal?
Any open opportunity with no logged activity, like a call, email, or note, in the past 14 days. That threshold can be adjusted to match your sales cycle.
Where do the stalled deal cards go?
To a Trello board you choose, one card per stalled opportunity with its owner already noted, so the follow-up is a click away.
Related templates
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