Start every new Prophet CRM opportunity off right
Whenever a new opportunity is created in Prophet CRM inside Outlook, WebRun checks that it has an owner, a value, and a next step set, books a follow-up call on the owner's Google Calendar if one isn't already scheduled, and posts the new opportunity to Microsoft Teams so the team knows it exists from day one.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure every new Prophet CRM opportunity is set up correctly?
WebRun checks every new opportunity created in Prophet CRM for an owner, a value, and a next step, and books a follow-up call on the owner's Google Calendar if one isn't already scheduled. It posts the new opportunity to Microsoft Teams with anything still missing flagged, so nothing starts its life with a gap nobody caught.
- Every new opportunity gets an owner and next-step check the moment it's created
- Follow-up calls get booked automatically instead of falling through
- Gaps in setup get flagged in Teams instead of surfacing weeks later
Built for sales managers · small sales teams · Outlook-based sales teams · Prophet CRM users
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
avidian.comin a real browser with your saved login - no setup, no API keys. -
1
Prophet CRM - check the new opportunity is fully set up
avidian.com
WebRun opens Prophet CRM to check the new opportunity is fully set up. - Open Prophet CRM and check newly created opportunities since the last run
- Confirm each has an owner, a value, and a next step set
- Flag any opportunity missing one of those three
Done when Every new opportunity is checked for owner, value, and next step.
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2
Google Calendar - book a follow-up call if needed
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to book a follow-up call if needed. - Book a follow-up call on the owner's calendar for any opportunity without one scheduled
- Title it with the company name and opportunity value
Done when Every new opportunity without a scheduled call now has one booked.
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3
Microsoft Teams - notify the team it exists
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to notify the team it exists. - Post each new opportunity to the sales channel with its owner, value, and next step
- Flag any opportunity still missing a piece of setup
Done when The team has a Teams post for every new opportunity, complete or flagged.
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 assign an owner to an unowned opportunity?
No. WebRun flags an opportunity missing an owner so a manager can assign one. It does not decide who should own it.
What if a follow-up call is already booked?
It checks the owner's calendar first and only books a new call if one isn't already scheduled, so you never end up with duplicates.
Does this work since Prophet CRM lives inside Outlook?
Yes. WebRun reads the opportunity data the same way whether you're viewing it inside Outlook or the Prophet CRM web app.
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