Hand off hot EngageBay deals to the right rep
Whenever a deal in EngageBay moves into your Proposal stage, WebRun reads the contact, deal value, and recent notes, books a follow-up slot on the owner's Google Calendar, and posts the handoff to Microsoft Teams so the right rep has everything they need without digging through the CRM.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically hand off EngageBay deals to the right rep?
WebRun watches EngageBay for deals that move into your Proposal stage, reads the contact, value, and recent notes, and books a follow-up slot on the owner's Google Calendar within two business days. It then posts the full handoff to Microsoft Teams, so the assigned rep starts the next step with context already gathered.
- Every Proposal stage deal gets a booked follow-up within two business days
- Reps get full deal context in Teams instead of digging through EngageBay
- Nothing is sent to the customer, only an internal handoff
Built for small business sales teams · EngageBay users · inside sales reps · sales managers
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
app.engagebay.comin a real browser with your saved login - no setup, no API keys. -
1
EngageBay - watch for deals reaching Proposal stage
engagebay.com
WebRun opens EngageBay to watch for deals reaching Proposal stage. - Open EngageBay and check deals that moved into Proposal stage since the last run
- Read the contact, deal value, and the most recent notes or email thread
- Confirm which rep owns the deal
Done when Every newly Proposal stage deal has its context pulled and its owner confirmed.
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2
Google Calendar - book a follow-up slot
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to book a follow-up slot. - Book a follow-up slot on the owner's calendar within the next 2 business days
- Title the event with the company name and deal value
Done when A follow-up slot exists on the owner's calendar for every new Proposal stage deal.
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3
Microsoft Teams - notify the assigned rep with context
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to notify the assigned rep with context. - Message the deal owner in Microsoft Teams with the contact, value, notes, and the booked follow-up time
- Tag the sales manager on deals over your defined value threshold
Done when The owner has a full handoff message in Teams for every new Proposal stage deal.
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 send anything to the customer?
No. WebRun only books an internal calendar slot for your rep and posts a handoff message inside Microsoft Teams. Nothing goes to the contact or company on the deal.
What counts as reaching Proposal stage?
Any deal whose pipeline stage changes to the Proposal stage you've defined in EngageBay. WebRun checks for that stage change, not a specific deal value.
Can it notify someone other than the deal owner?
Yes. You can add the sales manager or a second reviewer for deals above a value you set, and both get the Teams handoff message.
Related templates
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