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Automated Insightly Lead Routing

Within minutes of a new lead landing in Insightly, WebRun reads its source and details, sets the lead owner your routing rules point to, updates the lead status, creates a first follow-up task due that day, pings the owning rep in Telegram, and posts the new lead to your Slack sales channel.

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Runs on WebRun · Strict Lockdown policy
Within minutes of a new lead WebRunorchestrates each step
1 Insightly route and task the new lead
2 Telegram ping the owning rep
3 Slack post it to the sales channel
In short

How do I automatically assign and follow up new Insightly leads?

When a new lead is added in Insightly, WebRun reads its source and details, assigns the owner your routing rules point to, sets the lead status, and creates a first follow-up task due that day. It then pings the owning rep in Telegram and posts a summary to the sales channel in Slack.

  • Every new lead has a named owner within minutes
  • A first follow-up task is dated the day the lead lands
  • Leads no rule matches are flagged, never silently dropped

Built for sales managers · B2B sales teams · professional services firms · agencies

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens insightly.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Insightly - route and task the new lead
    insightly.com
    WebRun in Insightly: route and task the new lead
    WebRun opens Insightly to route and task the new lead.
    • Open the new lead in Insightly and read its lead source, company and contact details
    • Match it against your routing rules, by territory, source or product interest
    • Set the lead owner and move the lead status out of unassigned
    • Create a first follow-up task on the lead, due the same day, named after the routing rule that fired

    Done when The lead has a named owner, a live status and a first task dated today.

  3. 2
    Telegram - ping the owning rep
    telegram.org
    WebRun in Telegram: ping the owning rep
    WebRun opens Telegram to ping the owning rep.
    • Send the owning rep the lead name, company, source and the rule that routed it
    • Link straight to the lead record in Insightly
    • Say what the first task is and when it is due

    Done when The owning rep knows they have a new lead and what to do first.

  4. 3
    Slack - post it to the sales channel
    slack.com
    WebRun in Slack: post it to the sales channel
    WebRun opens Slack to post it to the sales channel.
    • Post the new lead to the sales channel with its owner and source
    • Flag any lead the rules could not route, so a manager can assign it by hand
    • Never contact the lead directly. WebRun works inside your CRM and your channels only

    Done when The sales channel shows the lead, its owner and anything left unrouted.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
insightly.com
ScheduleRuns automatically on this cadence
Within minutes of a new lead
DeliveryHow each run's result reaches you
New lead alert · Telegram
OutputWhat each run produces - Each new lead with its source, the rule that routed it, the owner assigned and the first task created.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email or call the lead?

No. WebRun assigns the record and alerts your rep. Every message to the lead is written and sent by a person, so first contact is always human.

What if no routing rule matches?

The lead is left unassigned and flagged in the Slack post, so a manager picks an owner by hand rather than it sitting silently unrouted.

Can it use my own routing rules?

Yes. Describe the rules once, by territory, lead source or product interest, and WebRun applies them to every new lead in Insightly.

Keep going

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