Automate lead routing, follow-ups, tasks, and pipeline updates.
Your best process, run every time — not just when someone remembers. Build no-code workflows from triggers, conditions, and actions, and let Inleads handle the busywork between capture and closed-won.
Triggers → Conditions → Actions.
Every workflow reads the same way: when something happens, if it matches your rules, then do the work. That's the whole model — powerful enough for real routing, simple enough to read back.
- Triggers start a workflow: new lead created, form submitted, deal stage changed, email opened, nps response received.
- Conditions decide whether it runs: lead source, country, deal value, assigned owner — combined with and/or logic.
- Actions do the work: assign owner, move deal stage, create task, send email, notify whatsapp / slack, add tag, call webhook.
- Chain multiple actions from one trigger, and stack workflows without them tripping over each other.
- The webhook action reaches anything else in your stack — see 40+ integrations.
Every block, at a glance.
Triggers
When something happens, the workflow wakes up.
Conditions
Rules decide whether this record qualifies.
Actions
The work your team used to do by hand.
Start from a playbook, not a blank canvas.
Each template is a working workflow you can enable as-is or edit to fit your process.
New demo request
Form submitted on /demo → assign an owner round-robin, create a call task due in 2 hours, and notify the team on Slack.
Trial activation
New trial lead → send a welcome email, add the "trial" tag, and create a day-3 check-in task for the owner.
Dormant deal follow-up
Deal untouched for 14 days → create a follow-up task, send the owner a WhatsApp nudge, and tag the deal "dormant".
High-value lead routing
New lead with deal value above your threshold → assign to a senior AE, move to "Qualified", and alert Slack immediately.
Renewal reminder
Deal stage changed to "Renewal due" → create a renewal task 30 days out, send a reminder email, and notify the owner.
NPS detractor rescue
NPS response of 6 or below → create an urgent task for the owner, notify Slack, and tag the contact "at risk".
Want the drafting done for you too? The AI built into your CRM writes follow-up emails and pipeline summaries, and the MCP server lets Claude, ChatGPT, Cursor, or Windsurf work with your Inleads data directly.
Automation questions, answered
What can trigger a workflow?
A new lead, a form submission, a deal stage change, an email open, or an NPS response. Custom product events sent via the SDK or Segment can start workflows too.
What conditions can I filter on?
Lead source, country, deal value, and assigned owner — combined with and/or logic. A workflow only runs when the record matches, so one trigger can feed several different paths.
What actions can a workflow take?
Assign an owner, move a deal stage, create a task, send an email, notify WhatsApp or Slack, add a tag, or call a webhook to reach any external system.
Do I need to code anything?
No. Workflows are built visually from triggers, conditions, and actions. The webhook action is there when you want to connect your own systems, but everything else is point-and-click.
Can workflows send WhatsApp and Slack messages?
Yes. The notify action posts to a Slack channel or sends a WhatsApp message with lead context — source, value, owner, and a link to the record.
How much does automation cost?
Inleads plans: Free at $0 (1 pipeline, 1 user), Starter at $12/mo, Growth at $25/mo, Enterprise custom. Every plan starts with a 30-day free trial — no credit card, cancel anytime — with billing in USD and INR. See the pricing page for what each plan includes.
Set the rules once. Ship every time.
120+ startups and growing teams automate follow-up with Inleads. Free to start, no credit card required.