Make sure every new Salesmate deal gets a first touch
Whenever a new deal is created in Salesmate, WebRun checks that it has an owner and a first call or task scheduled, posts the new deal to Telegram so the team sees it immediately, and texts the owner through Twilio as a same-day reminder if no first touch has been booked within a few hours.
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How do I make sure every new Salesmate deal gets a first touch?
WebRun checks every new Salesmate deal the moment it's created for an owner and a scheduled first call or task, and posts it to Telegram so the team sees it right away. If no first touch is booked within a few hours, it texts the owner a same-day reminder, so no new deal starts with a cold, untouched start.
- No new deal goes hours without a scheduled first touch
- The team sees every new deal in Telegram the moment it's created
- Owners get a same-day text reminder instead of a deal going cold
Built for sales managers · small sales teams · Salesmate users · inside sales reps
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.salesmate.ioin a real browser with your saved login - no setup, no API keys. -
1
Salesmate - check the new deal has an owner and a first touch
salesmate.io
WebRun opens Salesmate to check the new deal has an owner and a first touch. - Open Salesmate and check deals created since the last run
- Confirm each has an owner and a first call or task scheduled
- Flag any deal with no first touch booked
Done when Every new deal is checked for an owner and a scheduled first touch.
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2
Telegram - post the new deal to the team
telegram.org How to Automate Telegram
WebRun opens Telegram to post the new deal to the team. - Post each new deal to the sales channel with its owner and value
- Note whether a first touch is already booked
Done when The team has a Telegram post for every new deal.
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3
Twilio - text the owner if nothing is booked yet
twilio.com How to Automate Twilio
WebRun opens Twilio to text the owner if nothing is booked yet. - Text the owner a same-day reminder if their new deal has no first touch booked
- Keep it to the deal name and that it needs a first call
Done when Every owner with an unbooked new deal has a text reminder.
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 book the first call for the rep?
No. WebRun only checks whether a first touch is scheduled and reminds the owner if it isn't. Booking the actual call is left to the rep.
How soon does the text reminder go out?
The same day the deal is created, if no first call or task has been scheduled by the time WebRun checks. That timing can be adjusted.
Who receives the text?
Only the deal's assigned owner, as an internal reminder. It's never sent to the customer or prospect on the deal.
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