Route every new home-builder lead to the right sales rep instantly
The moment a prospect submits an inquiry, WebRun opens Buildertrend, reads the project type, location, and budget range, scores the lead against your criteria, logs it to Google Sheets, and pings the right sales rep in Slack so every hot lead gets a same-day response.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically route new home-builder leads to the right sales rep?
WebRun monitors Buildertrend for new prospect inquiries and, within minutes, reads the project type, budget, and location, logs the lead to Google Sheets, and pings the assigned rep in Slack with full context. Every new home-builder lead is routed and visible before it can go cold.
- Every new inquiry is routed to a rep within minutes, not hours
- No lead sits in Buildertrend without an owner
- Full lead log in Google Sheets for pipeline review at any time
Built for home builders · residential contractors · custom home sales teams · new construction companies
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.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - read new lead details
buildertrend.com How to Automate Buildertrend
WebRun opens Buildertrend to read new lead details. - Open Buildertrend CRM Hub and find the new lead record
- Read the project type, estimated budget, location, and source field
- Note any notes the prospect added in the inquiry form
Done when All lead details have been captured from Buildertrend.
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2
Google Sheets - log and score the lead
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log and score the lead. - Append a new row to the lead tracker sheet with the prospect name, project type, budget, and source
- Apply your routing rules to assign the lead to the right sales rep based on location and project type
- Mark the lead status as New and record the timestamp
Done when The lead is logged and a rep assignment is recorded in the sheet.
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3
Slack - ping the assigned rep
slack.com How to Automate Slack
WebRun opens Slack to ping the assigned rep. - Post a direct message to the assigned rep with the prospect name, project type, budget, and a link to the Buildertrend record
- Include a summary of any notes from the inquiry form
- Never message the prospect directly. The rep handles outreach.
Done when The assigned rep has been notified in Slack with full lead context.
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 it contact the prospect automatically?
No. WebRun only notifies your internal sales rep in Slack. Any outreach to the prospect is left entirely to your team.
How does it decide which rep to assign?
It applies the routing rules you set in the Google Sheet, matching on project type and location, so you control the logic.
What if a lead is missing key details?
The Slack ping flags any missing fields so the rep knows to follow up and fill them in before the first call.
Related templates
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