Automated HomeLight Referral Alerts
Every hour, WebRun checks HomeLight for new referrals, logs each one to a Trello board with the client's location and timeline, and posts an alert to your brokerage's Microsoft Teams channel so an agent can claim it while the lead is still fresh.
How do I get alerted the moment a new HomeLight referral arrives?
WebRun checks HomeLight every hour for new agent referrals, logs each one to a Trello board with the client's location and timeline, and posts an alert to your brokerage's Microsoft Teams channel, so a new referral gets claimed by an available agent while the lead is still fresh.
- New referrals get claimed within the hour instead of sitting unseen
- Every referral is logged to a shared Trello board automatically
- The whole team is alerted so the fastest available agent responds
Built for real estate brokerages · real estate agent teams · team leads · referral coordinators
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
www.homelight.comin a real browser with your saved login - no setup, no API keys. -
1
HomeLight - check for new agent referrals
homelight.com
WebRun opens HomeLight to check for new agent referrals. - Open HomeLight and check the referrals inbox
- Capture the client's location, timeline, and referral type for each new referral
- Note the response window shown for each referral
Done when Every new referral since the last check has been captured.
-
2
Trello - log each referral on a board
trello.com
WebRun opens Trello to log each referral on a board. - Open the referrals board in Trello
- Create a card per referral with the client details and response window
- Place it in the unclaimed list
Done when Every new referral has a Trello card in the unclaimed list.
-
3
Microsoft Teams - alert the team to claim it
microsoft.com
WebRun opens Microsoft Teams to alert the team to claim it. - Post an alert to the agent team channel for each new referral
- Include the location, timeline, and how soon it needs a response
- Ask the first available agent to claim the Trello card
Done when The team has been alerted to every new referral this hour.
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 referred client?
No. WebRun only logs the referral and alerts your team. It never contacts a prospective buyer or seller on its own.
How does it decide which agent gets the referral?
It doesn't assign one. It alerts the whole team so the first available agent can claim the Trello card themselves.
What happens if a referral isn't claimed?
It stays visible in the unclaimed list on the Trello board and keeps showing up in the hourly Teams alert until someone claims it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.