Automated EHS Consulting Lead Intake Routing
When a new lead submits your intake form, WebRun reads their industry, employee count, and EHS needs, scores them against your ideal client profile, logs the details to Google Sheets, and pings the right EHS consultant in Slack with a prioritized summary.
How do I automatically route new EHS consulting leads to the right consultant?
WebRun reads each new EHS consulting intake form submission, scores the lead by industry risk profile and site count, matches it to the right service line in VelocityEHS, and posts a prioritized summary to the correct consultant in Slack, so no inbound inquiry sits unrouted.
- Every inbound lead is scored and routed within minutes of submission
- Consultants open Slack to a prioritized summary, not a raw inbox
- High-priority prospects are flagged before anyone has to read through the details
Built for EHS consulting firms · safety consultants · environmental health and safety teams · EHS service providers
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - capture and log the new lead
google.com
WebRun opens Google Sheets to capture and log the new lead. - Read the new row appended by the intake form to the leads sheet
- Extract company name, industry, site count, employee count, and requested service
- Log a timestamp and assign a row ID for tracking
Done when All lead fields are captured and logged to the sheet.
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2
VelocityEHS - match against service offerings and scoring criteria
ehs.com
WebRun opens VelocityEHS to match against service offerings and scoring criteria. - Open VelocityEHS and navigate to the relevant service module (incident management, audits, chemical management, or training) that matches the lead's stated need
- Check which consulting team member owns that service line
- Score the lead as high, medium, or low priority based on site count and industry risk profile
Done when Lead is scored and matched to a service line and consultant owner.
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3
Slack - alert the right consultant with lead details
slack.com
WebRun opens Slack to alert the right consultant with lead details. - Post the lead summary to the correct consultant's Slack channel or DM, including company, need, score, and sheet link
- Flag high-priority leads with a clear label so they are actioned first
- Never contact the prospect directly - routing is internal only
Done when The assigned consultant has the lead summary and score 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 reply to the prospect on its own?
No. WebRun only routes the lead internally in Slack. It never contacts the prospect directly - a consultant reviews the summary and reaches out personally.
How does it decide which consultant to notify?
It matches the lead's stated EHS need (audit, incident management, chemical compliance, training) to the consultant who owns that service line in your routing rules.
What if the lead submits outside business hours?
WebRun routes it to Slack immediately regardless of the time, so the lead is waiting for your consultant first thing in the morning with full context.
Related templates
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