Automated Dynamics 365 Lead Assignment Checks
Every morning, WebRun opens Microsoft Dynamics 365, reads the leads created since the last run, finds the ones with no owner assigned or no activity logged, creates a Trello card per gap with the lead source and age, and books a first-touch slot in Google Calendar for the owner who should be calling.
How do I make sure new CRM leads get an owner and a first touch?
WebRun opens Microsoft Dynamics 365 each morning and checks the leads created in the last 48 hours for a missing owner or no logged activity. It raises a Trello card for every gap with the lead source and hours waiting, and books a first-touch slot in Google Calendar for the rep who owns it.
- Unassigned leads are surfaced the morning after they land
- Every owned lead gets a booked slot for its first call
- Managers see lead source and hours waiting instead of digging through the list
Built for sales managers · B2B sales teams · inside sales · revenue operations · agencies
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
dynamics.microsoft.comin a real browser with your saved login - no setup, no API keys. -
1
Microsoft Dynamics 365 - find unassigned or untouched leads
dynamics.microsoft.com
WebRun opens Microsoft Dynamics 365 to find unassigned or untouched leads. - Open Microsoft Dynamics 365 and go to the Leads list
- Filter to leads created in the last 48 hours whose status is still new or open
- Flag any lead with no owner assigned, and any lead with an owner but no activity logged against it
- Capture the lead name, company, lead source, created date and current owner for each
Done when Every recent lead is classified as owned and touched, owned but untouched, or unassigned.
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2
Trello - open a card per gap
trello.com
WebRun opens Trello to open a card per gap. - Create one Trello card per lead that has no owner or no first touch
- Put the company, lead source, created date and hours waiting in the card
- Label unassigned leads separately from untouched ones so the manager can split them fast
- Move a card to Done when the next run sees the lead has an owner and an activity
Done when The board shows a card for every lead still missing an owner or a first touch.
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3
Google Calendar - book the first-touch slot
calendar.google.com
WebRun opens Google Calendar to book the first-touch slot. - Book a short first-touch slot in Google Calendar for each lead that already has an owner but no activity
- Put the lead name, company and phone number in the event so the rep can dial straight from it
- Find the first free slot in that owner's working hours rather than double booking
- Leave leads with no owner off the calendar until the manager assigns one
Done when Every owned but untouched lead has a first-touch slot booked with its contact details.
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 lead itself?
No. WebRun only creates an internal Trello card and books a slot for your rep. It never emails, texts or calls the lead, so the first contact is always a person.
Does it reassign leads in Dynamics 365?
No. It reads the lead records and reports what is missing. Assigning an owner stays a manager decision made in Dynamics 365.
What counts as a first touch?
Any activity logged against the lead in Dynamics 365, such as a call, an email or a task. A lead with an owner and at least one logged activity drops off the list.
Related templates
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