Automated MSP Sales Lead Follow-Up
Every morning, WebRun opens ConnectWise Sell, finds new leads added since yesterday and any opportunities with no activity in the past 5 days, drafts a follow-up email for each in Gmail, and posts your sales team a prioritized pipeline in Slack.
How do I automate sales lead follow-up for my MSP?
Each morning, WebRun checks ConnectWise Sell for new leads and opportunities with no recent activity, drafts a follow-up email for each in Gmail, and posts the sales team a prioritized Slack pipeline split into new leads and stale opportunities. Sales reps review each draft before it goes out, so every prospect gets a timely, personal touch.
- Every new lead gets a tailored follow-up within 24 hours without manual effort
- Stale opportunities are surfaced daily before they go completely cold
- Sales reps open Slack to a prioritized lead list every morning instead of digging through ConnectWise
Built for managed service providers · MSP sales teams · IT services business development · MSP account executives
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
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - find new and stale sales opportunities
connectwise.com
WebRun opens ConnectWise to find new and stale sales opportunities. - Open ConnectWise Sell and navigate to Opportunities
- Find all opportunities created in the past 24 hours that have no outreach on record
- Find all open opportunities with no activity note or status change in the past 5 days
- Capture the prospect name, company, opportunity stage, estimated value, and assigned sales rep for each
- Skip any opportunity already marked as follow-up-sent this week
Done when New leads and stale opportunities are identified with their details and assigned sales reps.
-
2
Gmail - draft follow-up emails
gmail.com
WebRun opens Gmail to draft follow-up emails. - Draft a tailored follow-up email for each lead based on their stage: introductory message for new leads, check-in for stale ones
- Use the prospect's company name and any notes from the ConnectWise record to personalize the message
- Leave every draft unsent in the assigned sales rep's Gmail Drafts folder for review
- Never send a follow-up to a prospect without the sales rep reviewing it first
Done when A ready-to-review draft follow-up email exists in Gmail for every new and stale opportunity.
-
3
Slack - post the daily sales pipeline
slack.com
WebRun opens Slack to post the daily sales pipeline. - Post today's sales pipeline to the sales team Slack channel
- Split into two sections: new leads needing first contact, and stale opportunities needing a check-in
- Include the prospect name, stage, estimated value, and assigned rep
- Tag the assigned rep for any opportunity stale for more than 7 days
Done when The sales team has today's prioritized lead pipeline in Slack with reps tagged on overdue items.
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 email prospects without the sales rep reviewing it first?
No. Every follow-up email is drafted in Gmail and left in the sales rep's Drafts folder for them to review, personalize, and send. No prospect receives a message without a human approving it first.
How does it know what to say to a new lead versus a stale one?
It uses the opportunity stage from ConnectWise to choose the right message template: an introductory outreach for new leads in the first touch, and a friendly check-in for opportunities already in discussion.
What counts as a stale opportunity?
Any open opportunity with no activity note or status change in the past 5 days. You can adjust this threshold during setup to match your typical sales cycle length.
Related templates
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