Automatic Involve.me Lead to Trello Handoff
Every 30 minutes, WebRun opens Involve.me, reads any quiz, calculator, or form completed since the last run, creates a Trello card with the lead's answers and contact details on the sales board, and sends you a WhatsApp summary of the new cards.
How do I turn Involve.me leads into Trello cards automatically?
WebRun checks Involve.me every 30 minutes for newly completed quizzes, calculators, and forms, creates a Trello card with the full answers for each lead on the sales board, and sends you a WhatsApp summary of what was created. Sales reps start working a lead within the half hour instead of exporting Involve.me data by hand.
- New leads become working Trello cards within 30 minutes
- Sales stops manually exporting Involve.me submissions
- You get a WhatsApp heads up the moment a new lead lands
Built for marketing teams · sales development reps · agencies · small business owners
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
involve.mein a real browser with your saved login - no setup, no API keys. -
1
Involve.me - read new completed submissions
involve.me
WebRun opens Involve.me to read new completed submissions. - Open Involve.me and list submissions completed since the last run
- Read the answers and contact details for each lead
- Note which project the submission came from
Done when Every new completed submission has been read.
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2
Trello - create a lead card
trello.com
WebRun opens Trello to create a lead card. - Create a card on the sales board for each new lead
- Fill the card with their answers and contact details
- Place it in the New Leads list
Done when Every new lead has a Trello card in the New Leads list.
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3
WhatsApp - send you a summary
whatsapp.com
WebRun opens WhatsApp to send you a summary. - Send you a WhatsApp message listing the new cards created
- Include each lead's name and project
- Skip the message on runs with nothing new
Done when You have a WhatsApp summary of the new lead cards, if any.
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 contact the lead directly?
No. WebRun only creates Trello cards and messages you on WhatsApp. It never emails or texts the person who completed the form.
What if a lead completes more than one project?
Each completed submission gets its own card, so sales can see every project a lead engaged with, not just the first.
Can it split leads by project?
Yes. Each project can map to its own Trello list, so leads from different calculators or quizzes stay organized separately.
Related templates
Put this on autopilot.
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