Route new shredding and storage leads to the right sales rep instantly
When a new lead inquiry arrives via your web form or email, WebRun reads the requested service type and location, creates or updates the prospect record in O'Neil Stratus, and routes the lead with a summary to the right sales rep in Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically route new shredding and records storage leads to sales reps?
WebRun captures every new shredding or storage lead inquiry, creates a prospect record in O'Neil Stratus with the service type and location details, and routes a lead summary to the right sales rep in Slack within minutes. The lead is also logged in a Google Sheets pipeline tracker so the sales manager can track outreach progress.
- Every new lead is routed to a sales rep and logged within minutes of inquiry
- No shredding or storage opportunity sits in an inbox unworked
- Prospect records are created in O'Neil Stratus automatically, saving manual data entry
Built for records management companies · secure shredding services · document storage sales teams · records center business development
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
oneilsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
O'Neil Stratus - create prospect record with inquiry details
oneilsoftware.com How to Automate O'Neil Stratus
WebRun opens O'Neil Stratus to create prospect record with inquiry details. - Open O'Neil Stratus and create a new prospect record with the lead's name, company, contact details, and requested service type
- Tag the record with the lead source and the geographic service area based on the address provided
- Set the account status to 'Prospect' so the record appears in the sales pipeline view
Done when A new prospect record exists in O'Neil Stratus for the incoming lead.
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2
Slack - route lead to the right sales rep
slack.com How to Automate Slack
WebRun opens Slack to route lead to the right sales rep. - Post a lead summary to the sales Slack channel with the prospect name, service type, location, and the O'Neil Stratus record link
- Route to the rep responsible for that service area or service type
- Tag the assigned rep so the lead is visible and actioned immediately
Done when The assigned rep has the lead summary and record link in Slack.
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3
Google Sheets - log lead in pipeline tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log lead in pipeline tracker. - Add a row to the lead pipeline Google Sheet with the prospect name, service requested, location, lead source, and the date received
- Set the status column to 'New' so the sales manager can track outreach progress
- Include the O'Neil Stratus record reference for quick lookup
Done when The new lead has a logged row in the pipeline tracker with a New status.
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 send an automated reply to the prospect?
No. WebRun routes the lead internally to your sales rep via Slack and creates the O'Neil Stratus record. The first response to the prospect is always written and sent by your staff.
How does it know which rep to route the lead to?
It routes based on the service type and geographic area in the inquiry, matched against the territory and service assignments you configure for each rep.
What service types can it handle?
It handles any service type you offer, including on-site shredding, off-site document storage, secure destruction, ITAD, and media vault services, routing each to the appropriate specialist.
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