Thank every referral source before the moment passes
When a new client is added to RightCapital with a referral source noted, WebRun reads the referral details, drafts a warm, personalized thank-you email in Gmail for the advisor to review and send, and logs the referral activity in HubSpot so the firm can track which sources are driving the most new business.
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How do I automatically draft a thank-you email when a new client is referred to my financial planning firm?
When a new client is added to RightCapital with a referral source noted, WebRun drafts a personalized thank-you email in Gmail for the advisor to review and send, and logs the referral activity in HubSpot. Every referral source receives timely recognition, and the firm builds a complete picture of which relationships drive new business.
- Every referral source receives a timely, personal thank-you without the advisor having to remember to write one
- HubSpot tracks each referral so the firm knows which sources drive the most new client relationships
- The advisor always reviews and sends thank-you emails personally, keeping the relationship authentic
Built for financial advisors · RIAs · financial planning firms · wealth management teams
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.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - detect new client with referral source noted
rightcapital.com How to Automate RightCapital
WebRun opens RightCapital to detect new client with referral source noted. - Detect a newly added client record in RightCapital
- Check whether a referral source is noted in the client's profile
- Capture the referring party's name, contact type (client, professional, or other), and any notes about the referral relationship
- Skip clients with no referral source recorded
Done when The new client's referral source details have been captured from RightCapital, or the record is skipped as having no referral.
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2
Gmail - draft personalized thank-you email for the referral source
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized thank-you email for the referral source. - Draft a warm, personalized thank-you email to the referring party
- Reference the relationship between the referrer and the firm and express genuine appreciation without disclosing confidential client details
- Save the email as a Gmail draft for the advisor to review, personalize, and send. Never send thank-you emails to third parties automatically
Done when A Gmail draft thank-you email is ready for the advisor's review and approval before sending to the referral source.
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3
HubSpot - log referral activity in the CRM for tracking
hubspot.com How to Automate HubSpot
WebRun opens HubSpot to log referral activity in the CRM for tracking. - Look up or create the referral source as a contact in HubSpot
- Log a referral activity noting the new client's name (using initials or a reference only, not full details) and the date of the referral
- Tag the contact with the Referral Source label and update their referral count
Done when The referral is logged in HubSpot with the referring contact updated and the activity recorded.
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 WebRun send the thank-you email without the advisor seeing it first?
No. Every thank-you email is saved as a Gmail draft and held for advisor review. The advisor reads, personalizes if needed, and sends it manually so the outreach feels genuine and is appropriately worded.
Does the thank-you email reveal confidential client information to the referral source?
No. WebRun is instructed to draft a thank-you that expresses appreciation for the referral without naming or describing the new client. The advisor reviews the draft and can add any details they deem appropriate before sending.
What if the same person refers multiple clients over time?
HubSpot tracks each referral as a separate activity on the same contact record, so the advisor can see a referral source's full history and recognize their most valuable relationships over time.
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