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Automated Workbooks CRM Lead Setup Checklist

Whenever a new lead is created in Workbooks CRM, WebRun checks that it has an owner and a follow-up task scheduled, posts the new lead to Telegram so the team sees it immediately, and texts the owner through Twilio if the first call deadline you've set is approaching with nothing yet booked.

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Runs on WebRun · Strict Lockdown policy
Instantly, whenever a new lead is created WebRunorchestrates each step
1 Workbooks CRM check the new lead has an owner and a task
2 Telegram post the new lead to the team
3 Twilio text the owner if the deadline is close
In short

How do I make sure every new Workbooks CRM lead gets followed up?

WebRun checks every new Workbooks CRM lead the moment it's created for an owner and a scheduled follow-up task, and posts it to Telegram so the team sees it right away. If the first call deadline is approaching with nothing booked, it texts the owner through Twilio, so no new lead starts with a cold, untouched start.

  • No new lead goes without a scheduled follow-up task
  • The team sees every new lead in Telegram the moment it's created
  • Owners get a text reminder before the first call deadline slips

Built for sales managers · small to mid-size sales teams · Workbooks CRM users · inside sales reps

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.workbooks.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Workbooks CRM - check the new lead has an owner and a task
    workbooks.com
    WebRun in Workbooks CRM: check the new lead has an owner and a task
    WebRun opens Workbooks CRM to check the new lead has an owner and a task.
    • Open Workbooks CRM and check leads created since the last run
    • Confirm each has an owner and a follow-up task scheduled
    • Flag any lead with no task booked as the first call deadline nears

    Done when Every new lead is checked for an owner and a scheduled follow-up task.

  3. 2
    Telegram - post the new lead to the team
    telegram.org
    WebRun in Telegram: post the new lead to the team
    WebRun opens Telegram to post the new lead to the team.
    • Post each new lead to the sales channel with its owner and source
    • Note whether a follow-up task is already booked

    Done when The team has a Telegram post for every new lead.

  4. 3
    Twilio - text the owner if the deadline is close
    twilio.com
    WebRun in Twilio: text the owner if the deadline is close
    WebRun opens Twilio to text the owner if the deadline is close.
    • Text the owner if their new lead's first call deadline is approaching with no task booked
    • Keep it to the lead name and the deadline

    Done when Every owner with an at-risk new lead has a text reminder.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.workbooks.com
ScheduleRuns automatically on this cadence
Instantly, whenever a new lead is created
DeliveryHow each run's result reaches you
New lead checklist · Telegram
OutputWhat each run produces - A Telegram post for every new lead, plus a text reminder if the follow-up deadline is close.
Checklist
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it book the first call for the rep?

No. WebRun only checks whether a follow-up task is scheduled and reminds the owner as the deadline nears. Booking the actual call is left to the rep.

How is the first call deadline set?

It matches whatever response time target you've defined for new leads, like same-day or within 24 hours. WebRun checks against that number.

Who receives the text?

Only the lead's assigned owner, as an internal reminder. It's never sent to the lead or prospect themselves.

Keep going

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