Automated Environmental Consulting Lead Routing
When a new inquiry email arrives, WebRun reads the site type, contaminants, and project scope, checks Locus Technologies for any prior site or client records, scores the lead by complexity and urgency, and routes it to the right consultant with a full briefing in Slack.
How can I automatically qualify and route new environmental consulting leads?
WebRun reads each new environmental consulting inquiry from Gmail, checks Locus Technologies for any prior site or client records, scores the lead by complexity and urgency, and posts a full briefing to the right consultant in Slack within minutes, so no inquiry sits unrouted.
- Every inbound inquiry is routed to the right consultant within minutes
- Prior site history from Locus Technologies surfaces automatically in every briefing
- No lead sits in a shared inbox unread or unassigned
Built for environmental consulting firms · EHS consultants · remediation project managers · environmental health and safety teams
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
gmail.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read incoming inquiry
gmail.com
WebRun opens Gmail to read incoming inquiry. - Open Gmail and read the new inquiry email
- Extract site address, contaminant type, regulatory context, and project scope
- Note any deadline or urgency indicators in the message
Done when Key inquiry details are captured and ready for qualification.
-
2
Locus Technologies - check prior site records
locustec.com
WebRun opens Locus Technologies to check prior site records. - Search Locus Technologies for any prior site records or existing client history matching the address or company
- Note relevant prior sampling, permit, or remediation data if found
- Flag if this is an existing client or a new prospective client
Done when Prior site history is checked and logged for the briefing.
-
3
Slack - route with briefing to the right consultant
slack.com
WebRun opens Slack to route with briefing to the right consultant. - Post a structured briefing to the correct consultant channel based on contaminant type and region
- Include site address, project scope, urgency level, and any prior Locus record links
- Tag the lead consultant and request acknowledgment
Done when The consultant has the full briefing in Slack and is ready to follow up.
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 automatically?
No. WebRun only posts an internal Slack briefing for the consultant. No email or message is sent to the prospect without a human reviewing and sending it.
How does it decide which consultant to route to?
It routes based on contaminant type and region, using the criteria you configure when you set up the workflow. You can adjust the routing rules at any time.
What if there are no prior records in Locus Technologies?
It flags the lead as a new site with no prior history and includes that in the briefing, so the consultant knows to start a fresh project record.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.