Find the leads no agent has followed up with
Every Monday, WebRun opens Follow Up Boss, finds every lead with no logged call, text, or email in the last five days, saves the full chase list as a report to Google Drive, and posts it to Slack so the broker or team lead can see exactly which leads are going cold and reassign them if needed.
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How do I find real estate leads that have not been followed up with?
Every Monday, WebRun opens Follow Up Boss and finds every lead with no logged call, text, or email in the last five days, noting the assigned agent and lead source for each. It saves the chase list to Google Drive and posts it to Slack, so leads that are going cold get surfaced to the team lead before they are lost for good.
- Cold leads surface every Monday instead of going unnoticed for weeks
- The broker sees follow up gaps by agent, not just by lead
- Reassignment decisions are based on a real activity record
Built for real estate teams · brokers · team leads · real estate agents
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.followupboss.comin a real browser with your saved login - no setup, no API keys. -
1
Follow Up Boss - find leads with no recent follow up
followupboss.com
WebRun opens Follow Up Boss to find leads with no recent follow up. - Open Follow Up Boss and review logged activity on every active lead
- Flag leads with no call, text, or email in the last five days
- Note the assigned agent and lead source for each
Done when Every lead with no follow up in five days has been identified with its agent.
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2
Google Drive - save the chase list report
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save the chase list report. - Save the chase list as a report to the shared leads folder
- Sort by days since the last follow up
- Name the file with today's date
Done when Today's chase list report is saved in Google Drive.
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3
Slack - post the list to the team
slack.com How to Automate Slack
WebRun opens Slack to post the list to the team. - Post the chase list to the team channel
- Show the agent, lead source, and days since the last follow up
- Flag any lead untouched for more than ten days separately
Done when The team has this week's stale lead list in Slack.
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 contact the lead itself?
No. WebRun only reports which leads have gone without follow up. An agent or the team lead decides who reaches out and how.
How does it know a lead has not been followed up with?
It reads the logged calls, texts, and emails already recorded in Follow Up Boss, so a lead only appears once five real days have passed with nothing logged.
Can this help reassign leads from a slow agent?
The list makes it easy to see, since it shows the assigned agent next to every stale lead, but reassigning a lead is still a decision made by the team lead in Follow Up Boss.
Related templates
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