Draw your follow-up once, let it run forever
Drag triggers and actions onto a canvas to build the follow-up your best rep would do by hand. New Lead, Stage Changed, Form Submitted and more kick off WhatsApp, email, SMS, tasks and waits.
No credit card required
Drawn once in the visual builder, then it runs on every matching enquiry — no one has to remember to follow up.
The follow-up your best rep does, running for every lead
Ten trigger types
Start a workflow on New Lead, Stage Changed, Lead Assigned, Form Submitted, Webhook Received, a date or time, Lead Idle, Tag Added, Quotation Sent or Sale Won.
Messaging actions
Send WhatsApp, email or SMS using approved templates, with personalisation tokens pulled from the lead.
Logic and timing
Wait or delay, branch with If/Else, update a field, add or remove a tag, or start another workflow.
Tasks and alerts
Create a task for a rep, send an internal notification, assign the lead or fire an outbound webhook to another system.
A canvas anyone on your team can read
Nodes and connectors show exactly what happens and when. Change a message or a wait time without calling a developer.
- Drag and connect
- Edit copy inline
Drawn once in the visual builder, then it runs on every matching enquiry — no one has to remember to follow up.
Wired to your pipeline
Because triggers read pipeline events, moving a card to Quotation Sent or Won can start exactly the right sequence, and Lead Idle can rescue deals that stall.
- Stage-change triggers
- Idle-lead rescue
How automations run
A trigger fires
An event on a lead, a form or a schedule starts the workflow for that lead.
Steps run in order
Each action runs through the execution engine, waiting where you told it to and branching on your conditions.
Every step is logged
The execution history on the lead shows what ran, what was sent and what is scheduled next.
Ready to stop losing leads?
See Lead Opal running on your own IndiaMART, TradeIndia and JustDial enquiries. We usually reply within one business day.
Frequently asked questions
Everything Lead Opal teams ask before they get started.
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- No credit card required
- Import your leads from Excel
- 24-hour support response