Automated JobNimbus Fencing New Lead Follow-Up
When a new lead is created in JobNimbus, WebRun drafts a personalized first-contact email in Gmail for your review and pings the assigned rep in Slack with the lead's details so your team can respond fast and every new fencing inquiry gets immediate attention.
How do I automatically follow up with new fencing leads added to JobNimbus?
When a new lead is created in JobNimbus, WebRun immediately drafts a personalized first-contact email in Gmail for the assigned rep to review and send, and pings that rep in Slack with the lead's name, contact details, and source, so every new fencing inquiry gets a human response within the hour.
- Every new fencing inquiry gets a personalized follow-up draft within the hour
- Assigned reps are pinged in Slack before the lead goes cold
- Duplicate and returning customers are filtered automatically before a draft is created
Built for fencing contractors · deck builders · fence company sales reps · home improvement lead managers
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
app.jobnimbus.comin a real browser with your saved login - no setup, no API keys. -
1
JobNimbus - detect new fencing lead and read contact details
jobnimbus.com
WebRun opens JobNimbus to detect new fencing lead and read contact details. - Open JobNimbus and identify newly created contacts or leads in the past hour
- Read the lead's name, email, phone, source (web form, referral, etc.), and any notes
- Identify the assigned rep from the contact record
- Check if this lead has been contacted before to avoid duplicate follow-ups
Done when The new lead's details and assigned rep are captured and ready for action.
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2
Gmail - draft personalized first-contact email for review
gmail.com
WebRun opens Gmail to draft personalized first-contact email for review. - Open Gmail and draft a short, friendly first-contact email for the new lead
- Mention the type of fencing or deck project they inquired about if noted
- Offer to set up a site visit or quick call to discuss their project
- Leave the email as a draft for the rep to personalize and send, never auto-send
Done when A personalized first-contact Gmail draft exists for the new lead, waiting for rep review.
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3
Slack - ping assigned rep with lead summary
slack.com
WebRun opens Slack to ping assigned rep with lead summary. - Send a Slack direct message or channel ping to the assigned rep
- Include the lead's name, contact details, source, and a link to the JobNimbus record
- Note that a Gmail draft follow-up is ready for their review
Done when The assigned rep has been pinged in Slack with the lead summary and a draft is waiting in Gmail.
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 new lead automatically without my rep reviewing it?
No. Every first-contact message is saved as a Gmail draft for the assigned rep to personalize and send. Nothing goes to the lead until a human approves it.
How does it know which rep to ping in Slack?
It reads the assigned rep field on the new JobNimbus contact record. If no rep is assigned yet, it posts to the general sales channel so the team can claim the lead.
What if the same person submits two inquiries?
WebRun checks if a contact with the same email already exists in JobNimbus before drafting a new follow-up, so existing customers or duplicate leads are not sent a redundant first-contact message.
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