Automated Travel Inquiry Routing
Through the day, WebRun checks TravelJoy for new client inquiries, captures the destination, trip type, dates, and budget, logs each lead in Google Sheets, decides which advisor fits best by destination and specialty, and posts the routing to Slack so the right advisor picks it up fast and no inquiry sits unclaimed.
How do I capture and route new travel inquiries to the right advisor automatically?
Through the day, WebRun checks TravelJoy for new client inquiries and captures the destination, trip type, dates, and budget. It logs each lead in Google Sheets, matches it to the best-fit advisor by destination and specialty, and posts the routing to Slack so the right advisor picks it up fast and no inquiry sits unclaimed.
- Every new inquiry is routed in minutes, not after it sits overnight
- Each lead lands with the advisor who actually specializes in that destination
- No inquiry is lost because the whole pipeline is logged in one sheet
Built for travel agencies · host agencies · multi-advisor teams · agency 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
traveljoy.comin a real browser with your saved login - no setup, no API keys. -
1
TravelJoy - capture new inquiries
traveljoy.com
WebRun checks TravelJoy for new client inquiries and reads the trip details. - Open TravelJoy and open new inquiries that have come in since the last check
- Read each inquiry for destination, trip type, travel dates, party size, and budget
- Capture the client name and contact along with those details for each new lead
Done when Every new inquiry has been captured with its destination, dates, and budget.
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2
Slack - route to the right advisor
slack.com
WebRun posts each lead to Slack and tags the best-fit advisor to claim it. - Match each inquiry to the best-fit advisor using your destination and specialty rules
- Post the lead to Slack tagging the chosen advisor with the destination, dates, and budget
- If no clear owner fits, post it to the team channel so it is claimed rather than missed
Done when Every new inquiry has been routed to an advisor or the team in Slack.
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3
Google Sheets - log every lead
google.com
WebRun logs each inquiry with its details and the advisor it was routed to. - Open the lead log and add a dated row per inquiry with destination, trip type, budget, and assigned advisor
- Mark the source and the time it arrived so response speed can be tracked
- Keep the newest leads at the top for an at-a-glance pipeline view
Done when Every new inquiry is logged in the sheet with its details and assigned advisor.
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 reply to the prospective client on its own?
No. WebRun captures and routes the inquiry internally only. It logs the lead in Sheets and tags the right advisor in Slack, but the first reply to the prospect stays with the advisor so a person always makes contact.
How does it decide which advisor gets a lead?
It applies your routing rules, matching each inquiry's destination and trip type to the advisor who specializes in it. If no clear owner fits, it posts the lead to the team channel so it is claimed rather than missed.
What if two inquiries arrive at once?
It checks TravelJoy through the day and handles each new inquiry separately, logging and routing every one, so a busy morning still ends with every lead captured and assigned.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.