Make sure every new deal starts off on the right foot
When a new deal is added to Freshsales, WebRun checks that it has an owner, a next step, and a deal value set, books the intro call on Google Calendar once contact details are confirmed, and texts the rep on WhatsApp the moment a required field is missing, so no new deal sits unworked because of a data gap.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure new Freshsales deals are set up correctly?
When a new deal lands in Freshsales, WebRun checks that it has an owner, a next step, and a value set before anything else happens. It books the intro call on Google Calendar once the deal is properly filled in and texts the rep on WhatsApp the moment a required field is missing, so no new deal sits unworked because of a data gap.
- Every new deal gets checked before it sits idle from a data gap
- Intro calls only get booked on properly set up deals
- Reps are texted the moment something needs fixing
Built for inside sales teams · SMB sales · sales operations · Freshworks users
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
freshsales.ioin a real browser with your saved login - no setup, no API keys. -
1
Freshsales - check new deal setup
freshsales.io
WebRun opens Freshsales to check new deal setup. - Open Freshsales and review the deal just added
- Check that it has an owner, a next step, and a value set
- Flag any of those fields left empty
Done when The new deal has a pass or fail setup status.
-
2
Google Calendar - schedule the intro call
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule the intro call. - Book the intro call on the owner's calendar once contact details are confirmed
- Set it for the next available working slot
- Add the deal name and value to the event description
Done when An intro call is booked for every properly set up new deal.
-
3
WhatsApp - text the rep about missing info
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to text the rep about missing info. - Text the rep only when a required field is missing
- Name the deal and the missing field in the text
- Skip the text when the deal is fully set up
Done when The rep has been texted about any missing required field.
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 fill in the missing field itself?
No. WebRun only checks and reports. Filling in the owner, next step, or value is left to the rep who owns the deal.
Does it book the call even if information is missing?
No. The intro call is only booked once the required fields are confirmed, so a half set up deal gets flagged first instead of a meeting going on the calendar too early.
What counts as a required field?
An assigned owner, a next step, and a deal value. Those are the fields a deal needs before it can realistically be worked, so a gap in any of them triggers the WhatsApp text.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.