Automated Heavy Equipment Lead Routing
When a new lead arrives in e-Emphasys, WebRun reads the equipment type, deal size, and territory, scores the opportunity, logs it to a Google Sheet for tracking, and alerts the right sales rep in Slack with a one-line brief.
How do I automatically route new heavy equipment leads to the right sales rep?
WebRun monitors e-Emphasys for new inbound leads and, within minutes, reads each record's equipment type, deal size, and territory, scores it, logs it to Google Sheets, and pings the right sales rep in Slack. Every prospect is routed and tracked automatically, so no opportunity sits unactioned.
- Every new lead is routed to the right rep within minutes of creation
- No prospect sits unassigned while reps check their inbox
- A live Google Sheet gives managers a real-time pipeline view
Built for heavy equipment dealers · construction equipment sales teams · equipment rental companies
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
e-emphasys.com/home/solutionsin a real browser with your saved login - no setup, no API keys. -
1
e-Emphasys - read new lead details
e-emphasys.com
WebRun opens e-Emphasys to read new lead details. - Open e-Emphasys CRM and find the newly created lead record
- Read the equipment category, estimated deal value, and territory
- Note the contact name, company, and source channel
Done when All lead details are captured from e-Emphasys.
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2
Google Sheets - log and score the lead
google.com
WebRun opens Google Sheets to log and score the lead. - Open the lead tracking sheet and append a new row
- Log the contact, equipment type, deal size, territory, and timestamp
- Apply the scoring formula to assign a priority tier (high, medium, low)
Done when Lead is logged and scored in the tracking sheet.
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3
Slack - alert the right rep
slack.com
WebRun opens Slack to alert the right rep. - Identify the rep assigned to this equipment type and territory
- Post a brief to the sales channel with the lead name, equipment, deal size, and priority
- At-mention the assigned rep so they see it immediately
Done when The right rep has a Slack alert with full lead context.
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 contact the prospect directly?
No. WebRun only sends an internal Slack alert to your rep. It never emails or calls the prospect on its own.
How does it decide which rep to route to?
It matches the lead's equipment category and territory against your routing rules set in the Google Sheet. You control the logic and can update it anytime.
What if e-Emphasys already has an assigned rep on the lead?
WebRun reads that assignment and routes accordingly. If no rep is assigned yet, it falls back to your default territory owner.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.