Hand qualified leads to the right AE without delay
Every hour, WebRun opens SugarCRM, checks for leads that were just marked qualified by an SDR, creates a Trello handoff card with the lead's company, contact, and qualification notes, and texts the assigned AE on WhatsApp so a qualified lead moves to its next owner within the hour instead of sitting in a queue.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I hand off qualified leads from SugarCRM to an AE quickly?
Every hour, WebRun opens SugarCRM and checks for leads an SDR just marked qualified, creating a Trello handoff card with the company, contact, and qualification notes. It texts the assigned AE on WhatsApp, so a qualified lead moves to its next owner within the hour instead of sitting in a queue until someone happens to check.
- Qualified leads reach an AE within the hour, not by end of day
- Every handoff carries full context on a tracked card
- Nothing relies on someone noticing a status change
Built for SDR teams · account executives · sales operations · mid market sales
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
sugarcrm.comin a real browser with your saved login - no setup, no API keys. -
1
SugarCRM - find deals marked qualified for handoff
sugarcrm.com
WebRun opens SugarCRM to find deals marked qualified for handoff. - Open SugarCRM and check for leads marked qualified since the last run
- Note the company, contact, and qualification notes for each
- Confirm the assigned AE for each lead
Done when Every newly qualified lead has been identified with its assigned AE.
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2
Trello - create the handoff card
trello.com How to Automate Trello
WebRun opens Trello to create the handoff card. - Create a handoff card for each newly qualified lead
- Add the company, contact, and qualification notes to the card
- Assign the card to the receiving AE
Done when Every newly qualified lead has a tracked handoff card.
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3
WhatsApp - text the new owner
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to text the new owner. - Text the AE with the lead's company and contact name
- Link to the Trello card for the full qualification notes
- Ask them to confirm they have picked it up
Done when The AE has been texted about every newly qualified lead.
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 qualify the lead itself?
No. WebRun only acts once a lead has already been marked qualified by an SDR in SugarCRM. It never changes a lead's qualification status.
Does it contact the lead?
No. WebRun only hands the lead off to the AE with its context. The AE decides how and when to reach out.
What if the AE is already looking at SugarCRM?
The card and text still go out, since the point is a documented handoff every time, not relying on someone happening to notice a status change.
Related templates
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