Automations that do the busywork
Write a rule once: when something happens, and it matches what you care about, LeadQuasar does the next step for you. Rules run the moment the event happens.
- Rules run the moment the event happens
- Move leads, set follow-ups and draft invoices
- Notify you, add a note or add to a list
- Start from a template, or ask the AI
- 1 rule free
- No code
- No Zapier needed
- Dashboard
- Find leads
- Automations
- Sequences
- Integrations
- Settings
New leads into a sequence● Active
Every lead you unlock with an email gets your sequence, until they reply.
Works with
Gmail
Slack
Microsoft Teams
Zapier
Make
n8n
HubSpot
Pipedrive
Zoho CRM
Automations at a glance
Instant
A rule runs the moment its event happens.
Conditions
Stage, industry, city, state, deal value and more.
Up to 5 actions
Several things done for you by one rule.
Follow-ups
Set the next follow-up date for you.
Invoices
Draft the invoice when a deal is won.
Notices
A notice in LeadQuasar when something matters.
Webhooks
Reach Zapier, Make or n8n on Plus and Max.
Built by the AI
Describe the rule in a sentence and check it.
Connect with your apps
View all integrations- Zapier
- Make
- n8n
- Slack
- Microsoft Teams
- HubSpot
- Pipedrive
- Zoho CRM
Ready-to-use automation templates
Start from the rules most people want. Most switch on as they are; the sequence one asks which of your sequences to use. Each is a normal rule you can edit.
Won deal: draft the invoice
When a deal moves to Won, an invoice is drafted from its deal value, ready to check and send.
When a CRM record moves stage
Use templateReply: move to Replied
When a lead answers one of your emails, they move to Replied and you get a notice.
When a lead replies to your email
Use templateUnlocked lead with an email: start a sequence
Every lead you unlock that has an email goes into the CRM and gets your email sequence, until they reply.
When a lead is unlocked
Use templateUnlocked lead with a phone: into the CRM
Every lead you unlock that has a phone number goes into the CRM, in New.
When a lead is unlocked
Use templateContacted: follow up in 3 days
When you move a lead to Contacted, a follow-up date is set three days out.
When a CRM record moves stage
Use templateFollow-up day: remind me
On the day a follow-up is due you get a notice in LeadQuasar.
When a follow-up date arrives
Use template- Max
Qualified: send to HubSpot
When a lead moves to Qualified, it goes to your HubSpot as a contact.
When a CRM record moves stage
Use template Invoice paid: mark the deal Won
When an invoice made from a CRM record is marked paid, that record moves to Won.
When an invoice is marked paid
Use template
Automations in practice
How it works
Automations in 4 simple steps.
- 1Pick the triggerPick what starts the rule.
- 2Add conditionsAdd the conditions it must match, if any.
- 3Choose the actionsChoose up to five things it does.
- 4Switch it onSwitch it on. It runs every time the event happens.
Popular integrations
Where a rule can send an event, on Plus and Max.
- Zapier
- Make
- n8n
- Slack
- Teams
- HubSpotMax
- PipedriveMax
- Zoho CRMMax
Example use cases
Templates to start from, each a normal rule you can edit.
- 1Won deal: draft the invoiceWhen a CRM record moves stage
- 2Reply: move to RepliedWhen a lead replies to your email
- 3Unlocked lead with an email: start a sequenceWhen a lead is unlocked
- 4Unlocked lead with a phone: into the CRMWhen a lead is unlocked
Built for teams with better things to do
- Every won deal drafts its invoice and every paid invoice marks the deal Won, without anyone remembering to.AgenciesWeb, SEO and marketing agencies
- A follow-up date three days after first contact, for every lead you move to Contacted.Sales teamsB2B sales and business development
- Start from a template, switch it on, and check its log to see what it did.FreelancersDesigners, developers and consultants
Build your first rule free
Free includes 1 rule; Pro 10, Plus 25 and Max 50.
What you can do
When this happens
A lead is unlocked, added to your CRM or moves stage; a lead replies to your email; a follow-up is due; leads are added to a list; an alert finds new leads; an invoice is paid.
If it matches
Narrow a rule by stage, the stage it came from, industry, city or state, deal value, and whether there is an email or phone number.
Do that
Add to the CRM, move to a stage, set a follow-up, add a note, add to a list, start an email sequence, notify you, or draft an invoice. On Plus and Max, send it to a webhook; on Max, to your CRM.
Start from a template
"When a lead replies, move it to Replied", "When an invoice is paid, mark the deal Won" and more, ready to switch on.
Or just ask
Tell LeadQuasar AI what you want, in a sentence, and it builds the rule for you to check.
See what ran
Every rule keeps a log of its runs, so you can see what it did and when.
On each plan
The limits below are the ones the product enforces.
Rules
- Free
- 1
- Pro
- 10
- Plus
- 25
- Max
- 50
Send to a webhook (Zapier, Make, n8n, Slack, Teams)
- Free
- —
- Pro
- —
- Plus
- Max
Send to HubSpot, Pipedrive, GoHighLevel, Zoho
- Free
- —
- Pro
- —
- Plus
- —
- Max
| Feature | Free$0 | Pro$9.99/mo | Plus$21.99/mo | Max$29.99/mo |
|---|---|---|---|---|
| Rules | 1 | 10 | 25 | 50 |
| Send to a webhook (Zapier, Make, n8n, Slack, Teams) | — | — | ||
| Send to HubSpot, Pipedrive, GoHighLevel, Zoho | — | — | — |
Automations: questions
Do I need Zapier for this?
No. Rules run inside LeadQuasar. Zapier, Make or n8n come in only when you want an event to reach another app, through a webhook on Plus or Max.
How fast do rules run?
Straight away, when the event happens. Rules that wait for a follow-up date are checked every few minutes.
Can a rule email a lead?
Yes: a rule can add a lead to one of your email sequences, for example every lead you unlock that has an email. The sequence's emails then go from your Gmail until they reply.