All templates
For chambers of commerce, membership directors & business development teams

Route member referral leads to the right person instantly

When a referral lead is submitted through GrowthZone, WebRun reads the lead's industry and service need, searches the member directory for the best-fit member businesses, logs the match to a Google Sheet, and posts a routing alert to staff in Slack so the lead reaches the right member quickly.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every few minutes WebRun
1 GrowthZone detect inbound referral lead
2 Google Sheets log lead and record matched member
3 Slack post routing alert to staff
Run a sample
In short

How do I automatically route member referral leads to the right chamber member?

When a referral lead arrives through GrowthZone, WebRun reads the service need, matches the lead to the best-fit member businesses in the directory, logs the match to a Google Sheet, and posts a routing alert to staff in Slack. Staff make the introduction. No lead reaches a member or a contact without staff involvement.

  • Every inbound referral lead is matched and routed to staff within minutes of submission
  • A running Google Sheet log tracks all leads and their routing status
  • No referral lead sits unrouted because it landed in the wrong inbox

Built for chambers of commerce · membership directors · business development teams · chamber staff

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

  2. 1
    GrowthZone - detect inbound referral lead
    growthzone.com
    WebRun in GrowthZone: detect inbound referral lead
    WebRun opens GrowthZone to detect inbound referral lead.
    • Open GrowthZone and check for new referral lead submissions since the last run
    • Capture the lead's name, contact details, industry or service category requested, and any notes they submitted
    • Search the member directory for members whose business category matches the lead's service need
    • Select the top one to three member matches based on category alignment and membership tier

    Done when Each new referral lead is matched to one to three member businesses.

  3. 2
    Google Sheets - log lead and record matched member
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log lead and record matched member
    WebRun opens Google Sheets to log lead and record matched member.
    • Append a row to the Referral Lead Log sheet with the lead's name, service need, matched member names, and routing date
    • Mark the row status as Routed

    Done when Every new referral lead is logged in Google Sheets with its matched members.

  4. 3
    Slack - post routing alert to staff
    slack.com How to Automate Slack
    WebRun in Slack: post routing alert to staff
    WebRun opens Slack to post routing alert to staff.
    • Post a routing alert to the membership team channel naming the lead, their service need, and the matched member businesses
    • Ask staff to contact the matched members and make the introduction

    Done when Staff are alerted in Slack and can make the member introduction immediately.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.growthzone.com
ScheduleRuns automatically on this cadence
Every few minutes
DeliveryHow each run's result reaches you
Lead routing alert · Slack
OutputWhat each run produces - A Slack routing alert with matched member businesses plus a running referral lead log in Google Sheets.
Text
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

Will it contact the lead or the member automatically?

No. WebRun only posts the routing alert to staff in Slack. All introductions and member contact are handled by staff, so the chamber controls every external communication.

How does it match a lead to the right member?

It reads the lead's requested service category and searches GrowthZone's member directory for members whose business category matches. Staff can override the match before making the introduction.

Where can I see all the referral leads that came in this month?

Every lead is logged in the Referral Lead Log Google Sheet with the matched members and routing status, giving staff a running record of all inbound referrals and their outcomes.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.