Chase the deals that have gone quiet
Every morning, WebRun opens Microsoft Dynamics 365, finds open opportunities with no logged activity in the last 14 days, ranks them by value and close date, sends the owner a Telegram list of who to call back first, and queues a short check-in text in Twilio that a human approves before it goes out.
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How do I follow up on Dynamics 365 deals that have gone quiet?
WebRun opens Microsoft Dynamics 365 every morning, finds open opportunities with no logged activity in 14 days, and ranks them by value and days silent. It sends each owner a Telegram callback list and queues a short check-in text in Twilio, unsent, so a human approves every message before it reaches a customer.
- No open deal sits untouched for more than two weeks
- Reps start the day with a callback list ranked by deal value
- Every customer text waits for a human approval before it sends
Built for sales managers · account executives · B2B sales teams · revenue operations
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
dynamics.microsoft.comin a real browser with your saved login - no setup, no API keys. -
1
Microsoft Dynamics 365 - find opportunities that went quiet
dynamics.microsoft.com
WebRun opens Microsoft Dynamics 365 to find opportunities that went quiet. - Open Microsoft Dynamics 365 Sales and go to the open Opportunities view
- Filter to opportunities that are still open and past their expected close date or with no activity logged in 14 days
- Capture the account, contact, owner, estimated value, stage, and the date of the last logged activity
- Read the most recent note or email on each record so the follow-up has context
- Rank the list by value first, then by how long the deal has been silent
Done when Every stalled opportunity is listed with its owner, value, and days since last contact.
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2
Telegram - send the owner a ranked callback list
telegram.org How to Automate Telegram
WebRun opens Telegram to send the owner a ranked callback list. - Send each owner a short message listing their stalled deals, highest value first
- Include the account name, the amount, the stage, and the days since last contact
- Add the one-line context from the latest note so the rep can pick up the thread
- Repeat only deals that are still silent, never the ones touched since yesterday
Done when Every owner has today's ranked callback list on Telegram.
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3
Twilio - queue a check-in text for approval
twilio.com How to Automate Twilio
WebRun opens Twilio to queue a check-in text for approval. - Write a short, polite check-in text for each contact whose deal has gone quiet
- Use the contact's mobile number from the Dynamics 365 record and your own sending number
- Queue every message in Twilio as unsent so a human approves it first. WebRun never texts a customer on its own
- Skip contacts who have opted out or who were texted in the last 7 days
Done when A check-in text is queued and waiting for approval for each stalled contact.
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 text customers without my approval?
No. Every check-in message is queued in Twilio as unsent and waits for a human to approve it. Only the internal Telegram list to your own reps is delivered automatically.
Does it change anything in my CRM?
No. WebRun reads the Opportunities views in Dynamics 365 and reports what it finds. It does not edit stages, close deals, reassign owners, or write notes onto records.
How does it decide a deal has gone quiet?
A deal is quiet when it is still open and has had no logged activity for 14 days, or has passed its expected close date. You can change the window, and deals touched since the last run drop off the list.
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