Automated Pipeliner CRM Pipeline Scorecards
Every Monday, WebRun opens Pipeliner CRM, totals open opportunities by stage, owner, and value, posts the scorecard to Microsoft Teams, and creates a Trello card for every deal whose close date has already passed so slipped deals get looked at instead of quietly rolling forward.
How do I get a weekly scorecard of my Pipeliner CRM pipeline?
WebRun totals your Pipeliner CRM pipeline every Monday by stage, owner, and value, and flags any deal whose close date has already passed without being closed. It posts the scorecard to Microsoft Teams and creates a Trello card for each slipped deal, so pipeline reviews start with slipping deals already surfaced, not buried in the list.
- Every Monday starts with a pipeline scorecard already built
- Slipped close dates get a Trello card instead of rolling forward quietly
- Owners see their numbers without pulling a Pipeliner report by hand
Built for sales managers · B2B sales teams · revenue operations · Pipeliner CRM admins
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
pipelinersales.comin a real browser with your saved login - no setup, no API keys. -
1
Pipeliner CRM - total the week's pipeline by stage and owner
pipelinersales.com
WebRun opens Pipeliner CRM to total the week's pipeline by stage and owner. - Open Pipeliner CRM and pull all open opportunities
- Group them by stage, owner, and expected value
- Flag any opportunity whose close date has already passed
Done when Every open opportunity is grouped by stage and owner, with slipped ones flagged.
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2
Microsoft Teams - post the scorecard to the team
microsoft.com
WebRun opens Microsoft Teams to post the scorecard to the team. - Post the pipeline scorecard to the sales channel: totals by stage, owner, and value
- Call out the count of deals with a slipped close date
Done when The team has this week's scorecard posted in Teams.
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3
Trello - card up deals with a slipped close date
trello.com
WebRun opens Trello to card up deals with a slipped close date. - Create a card on the Slipped Deals board for each opportunity past its close date
- Include the owner, value, and how many days past close
Done when Every slipped deal has a Trello card assigned to its owner.
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 push out the close date automatically?
No. WebRun only flags deals whose close date has passed. Updating the close date or the deal stage is left to the owner.
What counts as a slipped deal?
Any open opportunity whose close date in Pipeliner CRM has already passed without being closed won or lost.
Where do the slipped deal cards go?
To a Trello board you choose, one card per slipped deal with its owner already noted, so the follow-up is a click away.
Related templates
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