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Journeys Automation — No Code Required

Build powerful customer automations.
Zero coding required.

Capture leads, engage customers, automate follow-ups, and move deals forward — configure and activate workflows yourself, or request expert setup when you need it.

Start Building Free Explore Expert Setup
6+trigger types
15+actions & conditions
0lines of code needed
✳ Automation Builder ● Live
⚡
Trigger: Website form submitted
LeadNest Lead Form · Any form
↓
▦
Action: Create / update CRM lead
SalesNest CRM · Auto-assign owner
↓
✉
Action: Send welcome email
LeadNest Email · Template: Welcome
↓
⏱
Delay: Wait 2 days
Then check if meeting is booked
↓
◇
Condition: Meeting booked?
Yes → Notify sales · No → Follow-up SMS

Illustrative workflow. Actual setup depends on enabled channels and integrations.

One product. Your choice.

Build it yourself — or we'll help.

Start simple, grow your journeys over time, and get hands-on support for advanced workflows and integrations.

⚙

Self-Service Automation

Choose a workflow template, configure triggers and actions, connect your LeadNest channels, test it, and activate — entirely in-app.

Start building →
♧

Assisted Setup

Need guidance? Our specialists help configure templates, design customer journeys, set up segmentation, and get messaging working correctly.

Request assistance →
⌘

Done-for-You Automation

Describe the outcome you want. Our team scopes, builds, tests, and deploys eligible automations — so your team can focus on results.

Discuss a project →
Simple from the first step

From an idea to a working customer journey.

No need to understand webhooks or conditional logic before you start — the builder guides you through every step.

01 / Describe
💡

Tell us your goal

Start from a template or explain the customer interaction you want to automate in plain language.

02 / Configure
⚙

Build your workflow

Define triggers, timing, conditions, and actions using the visual drag-and-drop journey builder.

03 / Connect
🔗

Connect your channels

Use LeadNest's engagement channels and available authorized integrations. Check feasibility for third-party apps.

04 / Test
🧪

Run a safe test

Review the journey, validate data and consent, test each step, and confirm the experience before going live.

05 / Activate
🚀

Go live

Activate the workflow once its configuration and integrations are confirmed. Contacts enroll automatically.

06 / Improve
📈

Optimize over time

Monitor enrollment, step execution, and engagement — then refine the journey or bring in an expert.

Ready-to-use journey templates

Start in minutes, not days.

Pick a template, swap in your details, and go live. Every template is built on real LeadNest modules — Lead Forms, CRM, Email, SMS, Chatbot, Audience, and Contacts.

Lead Generation

Lead Capture & Routing

Form submitted → Create CRM lead → Auto-assign owner → Notify sales team via email & Slack

⚡ Form submitted → ▦ Create CRM lead → 🔔 Notify sales
Use template →
Lead Generation

Lead Qualification & Split

Form submitted → Score lead → Split: hot leads get instant call task; warm get email sequence; cold enter nurture

⚡ Form submitted → ◇ Score check → 📋 Task / Email / Nurture
Use template →
Lead Generation

Campaign-Source Routing

Form submitted with UTM tag → route leads from paid ads to priority sales queue; organic to standard nurture

⚡ Form + UTM matched → ◇ Source check → ▦ Route CRM
Use template →
Onboarding

New Customer Welcome Series

Contact added → Day 0: welcome email → Day 3: getting-started tips → Day 7: check-in email + CRM task

⚡ Contact added → ✉ Welcome email → ⏱ Wait 3d → ✉ Tips
Use template →
Onboarding

SMS Onboarding Drip

New contact created → Send welcome SMS → Wait 2 days → Send setup tip SMS → Wait 5 days → Check if active

⚡ Contact created → 💬 Welcome SMS → ⏱ Drip series
Use template →
Scheduling

Appointment Reminder & Follow-up

Booking confirmed → Confirmation email → 24h before: SMS reminder → Post-appointment: feedback email + CRM task

⚡ Booking confirmed → ✉ Confirm → 💬 SMS reminder
Use template →
Scheduling

No-Show Recovery

Appointment missed → Wait 1 hour → Send reschedule link by SMS & email → Tag contact in CRM → Create rep task

⚡ Appointment missed → ⏱ Wait 1 hr → 💬✉ Reschedule
Use template →
Sales & CRM

Proposal Sent Follow-up

Deal moved to "Proposal Sent" → Send proposal email + SMS → Wait 3 days → Opened? → Call task or SMS nudge

⚡ Stage: Proposal Sent → ✉💬 Proposal → ◇ Opened?
Use template →
Sales & CRM

Deal Won — Welcome & Upsell

Deal marked Won → Tag as "Customer" → Send congratulations email → Add to onboarding sequence → Schedule 30-day check-in

⚡ Deal won → ▦ Tag + onboard → ⏱ 30d check-in
Use template →
Sales & CRM

Lead Assigned — Rep Alert

Contact assigned to rep → Slack notification to rep → Create call task due in 2 hours → Send intro email to contact

⚡ Lead assigned → # Slack alert → 📋 Call task
Use template →
Chatbot

Chatbot Form → Admin Alert

NestBot form submitted → Create / update CRM contact → Email admin instantly → Send visitor confirmation email

💬 Bot form submitted → ▦ CRM contact → 🔔 Admin email
Use template →
Chatbot

New Chat — Admin Notification

New chat session initiated → Log visitor as CRM contact → Email admin with chat context → Assign to available agent

💬 Chat started → ▦ Log contact → 🔔 Notify admin
Use template →
Chatbot

Bot-to-Agent Handoff

Chat transferred to live agent → Slack alert to support team → Create CRM task with chat transcript → Update contact record

💬 Transferred to agent → # Slack alert → 📋 CRM task
Use template →
Email

Email Clicked — Sales Trigger

Contact clicks a link in an email → Flag as warm lead in CRM → Notify sales rep via Slack → Create call task within 1 hour

✉ Link clicked → ▦ Flag warm lead → # Slack + 📋 Task
Use template →
Email

Bounce Fallback to SMS

Email hard-bounced → Tag contact "Invalid Email" → Send fallback SMS asking for correct address → Update CRM record

✉ Bounced → ▦ Tag invalid → 💬 SMS fallback
Use template →
Email

Unopened Email Nudge

Email not opened after 3 days → Send SMS nudge with key message → Wait 2 days → If still no open, reduce send frequency

✉ Not opened 3d → 💬 SMS nudge → ▦ Reduce cadence
Use template →
SMS

SMS Reply → CRM Action

Contact replies "YES" to SMS → Tag as interested in CRM → Notify sales rep → Send follow-up email with next steps

💬 "YES" reply → ▦ Tag interested → 🔔 Notify rep
Use template →
SMS

STOP / Opt-out Compliance

Contact replies STOP → Remove from all SMS lists → Tag "SMS Opted-Out" in CRM → Log compliance event → Email channel only

💬 STOP received → ▦ Remove lists → ▦ Tag + log
Use template →
Audience

High-Intent Segment Alert

Contact enters "High Intent" segment → Update CRM lead score → Send targeted email → Notify sales on Slack

👥 Segment entered → ▦ Score update → ✉ Targeted email
Use template →
Audience

Inactive Segment Suppression

Contact enters "Inactive 60 days" segment → Reduce email frequency → Send final win-back → If no response, suppress sends

👥 Inactive 60d → ✉ Win-back email → ◇ Responded?
Use template →
Contacts & Lists

Birthday / Anniversary Email

Date field matches today → Send personalised email with special offer → Log activity in CRM → Follow up if not opened in 2 days

⚡ Date matched → ✉ Birthday email → ◇ Opened?
Use template →
Contacts & Lists

CSV Import Welcome Sequence

Contact list uploaded → Validate emails → Send batch welcome email → Segment by field value → Start nurture journey

⚡ List uploaded → ▦ Validate → ✉ Welcome batch
Use template →
Retention

Win-back Campaign

Inactive 30 days → Re-engagement email → Wait 3 days → Opened? → Special offer or mark cold & suppress

⚡ Inactive 30d → ✉ Win-back email → ◇ Opened?
Use template →
Retention

Post-Purchase Upsell

Deal won → 7-day wait → Send review request → 14 days: check NPS → Promoters get upsell offer; Detractors get support contact

⚡ Deal won → ⏱ 7d → Review → ◇ NPS split
Use template →

Can't find exactly what you need? Start from scratch inside LeadNest →

Built for customer engagement

What can you automate?

Automations that move customers from first contact to repeat business — across every channel you use.

◎

Lead Capture & Routing

Capture enquiries from forms, chats, and campaigns — organise them in CRM, assign owners, and trigger timely follow-ups automatically.

✉

Multichannel Follow-Ups

Coordinate email, SMS, WhatsApp, and push communications in one workflow — the right message, on the right channel, at the right time.

▤

CRM & Sales Journeys

Update deal stages, create tasks, remind your sales team, and nurture prospects through the pipeline with zero manual effort.

♧

AI Chatbot Journeys

Capture questions, qualify enquiries with AI chatbots, and hand off to your team — with the full context already in the CRM.

▣

Appointments & Reminders

Confirm meetings, send timely reminders, and trigger post-appointment engagement — ScheduleNest and your calendar, fully connected.

↻

Customer Retention

Build welcome sequences, re-engagement campaigns, and personalized journeys that keep your customers coming back.

Example customer journey

Never let a new enquiry go cold.

A prospect submits a form. LeadNest captures the lead, starts a welcome sequence, notifies your sales team, and checks whether a meeting was booked before scheduling another follow-up — all without manual intervention.

✓
Built around real business events Leads, messages, CRM changes, bookings, and follow-ups.
◎
Human control when it matters Pause, review, or hand off to your sales team at any step.
Create a similar workflow →
⚡ Trigger: Website form submitted
↓
▦ Create / update CRM lead
↓
✉ Send welcome email
↓
⏱ Wait 2 days
↓
◇ Condition: Meeting booked?
↓
✓ Yes → Notify sales
↻ No → Send follow-up SMS

Illustration only — channel and integration availability must be confirmed.

Connected where it matters

Engage customers across every channel.

LeadNest's built-in channels are your starting point. Connect other tools when supported and authorized — no guesswork.

Email
Campaigns, drip sequences, transactional messages
Native
WhatsApp
Automated messages, follow-ups, notifications
Native
SMS
Instant texts, reminders, two-way messaging
Native
Web Push
Browser notifications that re-engage visitors
Native
Mobile Push
iOS & Android push to keep users engaged
Native
SalesNest CRM
Deals, tasks, pipelines — free on every plan
Native
AI Chatbots
Qualify leads, capture details, hand off to sales
Native
Lead Forms
Embeddable forms with auto-reply and CRM sync
Native
ScheduleNest
Booking, reminders, post-appointment flows
Native
Slack Alerts
Instant team notifications on new leads & events
Integration
APIs & Webhooks
Connect any external system with an open API
Integration
Native Built-in LeadNest capability — ready to use in your plan Integration Third-party — feasibility depends on API access & plan
What can start a journey?

Every module has triggers. Connect them all.

A journey can fire from any activity across LeadNest — form fills, chat events, CRM updates, email engagement, SMS replies, audience behaviour, or contact changes. Mix and match to build flows that react exactly when it matters.

Lead Forms
LeadHub module
  • Form submitted — any form or specific form
  • Form partially completed & abandoned
  • Specific field value matched (e.g. budget ≥ ₹50 k)
  • Duplicate submission from same contact
  • UTM source / campaign matched
Chatbot — NestBot
In-chat events
  • New chat session initiated
  • In-chat form submitted (any field)
  • Chat transferred to live agent
  • Visitor idle > N minutes in chat
  • Specific intent or keyword matched
  • Chat ended without contact info captured
CRM — SalesNest
Contact & deal events
  • Deal stage changed (any → specific stage)
  • Contact tagged or tag removed
  • Lead assigned to / reassigned to rep
  • Activity logged (call, note, meeting)
  • Lead score threshold crossed
  • Deal won or lost
Email
LeadNest Email engagement
  • Email opened (first open or any open)
  • Link clicked in email
  • Email not opened after N days
  • Email bounced (hard or soft)
  • Unsubscribed / opted out
  • Replied to email
SMS
LeadNest SMS events
  • Inbound SMS reply received
  • SMS delivery failed
  • Opt-out / STOP keyword received
  • Keyword matched in reply (e.g. "YES", "INFO")
  • Link clicked in SMS
Audience
Segments & behaviour
  • Contact enters a segment
  • Contact exits a segment
  • Behaviour score threshold crossed
  • Inactivity threshold (last seen > N days)
  • Segment size change > N% in 24 hrs
Contacts & Lists
Contact record events
  • New contact created (manual or import)
  • Contact added to a specific list
  • Contact field updated (e.g. phone added)
  • Contact birthday / anniversary (date field)
  • Bulk list uploaded via CSV import
  • Contact merged / duplicate detected
Schedule & Time
Date & time-based triggers
  • Appointment booked in ScheduleNest
  • Appointment N hours / days before
  • Appointment cancelled or rescheduled
  • Recurring schedule (daily / weekly digest)
  • Specific date reached (campaign launch)
Triggers are combined with filters (e.g. "only if contact is in segment X") and de-duplication rules (e.g. "once per contact per 7 days") to prevent double-firing. Full configuration is inside the journey builder.
Interactive Demo  ·  Illustrative only — not a live builder

See how a journey is built, node by node.

Pick a scenario below, then click any node to learn what it does. Real journeys are configured inside LeadNest — this is a visual walkthrough.

Click any node to explore

Click a node in the flow to see what it does in a real journey.

Build this in LeadNest →

Free to start · No credit card · Your own data, never shared

The business case for better engagement

Every missed follow-up is a missed opportunity.

Faster responses, more relevant customer journeys, and consistent follow-ups help convert more opportunities.

7×

More likely to qualify a lead

Companies contacting an online lead within an hour were nearly seven times as likely to qualify it as those waiting even an hour longer. Historical research reported by Harvard Business Review (2011). Not a LeadNest result.

10–15%

Typical revenue lift from personalization

McKinsey reported this typical revenue lift from personalization in its 2021 research. Results vary by company, industry, and implementation — this is not an automation guarantee.

71%

Expect personalized interactions

Share of consumers who said they expect personalized interactions, according to McKinsey's 2021 consumer research. This measures expectations, not LeadNest conversion uplift.

Without structured follow-up

Manual, inconsistent engagement

  • Enquiries wait for staff availability
  • Follow-ups rely on individual reminders
  • Customer activity is fragmented across tools
  • Inactive customers may be overlooked
  • Performance is difficult to measure consistently
With configured LeadNest workflows

Coordinated customer journeys

  • Automated acknowledgements and lead routing
  • Scheduled follow-up sequences
  • CRM-based activity and sales tasks
  • Targeted re-engagement campaigns
  • Workflow activity and engagement reporting
Explore the opportunity

What could better conversion mean for your revenue?

Adjust the inputs to see an illustrative scenario. The conversion improvement is your assumption — not a prediction or a measured LeadNest result.

Illustrative monthly scenario

Model your revenue opportunity

Current monthly revenue $12,500
With assumed improvement $15,000
Illustrative additional monthly revenue
+$2,500
Equivalent to 5 additional sales per month

See how the assumptions affect potential revenue, then explore the customer journeys that could support more consistent engagement.

Explore automation templates →

Research context: Harvard Business Review, "The Short Life of Online Sales Leads" (2011); McKinsey & Company, "The value of getting personalization right" (2021). These studies concern broader sales and personalization practices and do not establish LeadNest performance. Calculator: leads × conversion rate × average revenue per sale; improved conversion is modeled as a relative percentage increase. Excludes implementation costs, messaging fees, margins, and other factors. Results are scenarios, not forecasts.

Transparent implementation pricing

Build it yourself. Bring in an expert when you need one.

Your LeadNest subscription powers your workflows. Expert implementation is optional — with clear limits and no open-ended development commitment.

Self-service

Build It Yourself

From $29 /month*

Create and manage customer engagement workflows using eligible LeadNest features, included in your subscription.

  • Use available workflow tools and templates
  • Connect supported engagement channels
  • Manage workflows independently
  • Add expert support whenever needed
Start Building →
One workflow, clearly scoped
Starter implementation

1 Automation

$499 one-time*

Our specialists configure one defined customer engagement workflow — from trigger to activation.

  • 1 workflow with 1 primary trigger
  • Up to 3 workflow actions
  • 1 existing supported integration
  • Workflow configuration and testing
  • Deployment and handover
  • 7-day implementation defect warranty
Request Starter Setup →
Growth implementation

2 Automations

$1,499 one-time*

Two connected or independent customer engagement workflows with richer logic and conditions.

  • Up to 2 workflows
  • Up to 2 triggers across the package
  • Up to 5 actions per workflow
  • Conditional logic and time delays
  • Existing supported integrations
  • Testing, deployment and handover
  • 14-day implementation defect warranty
Request Growth Setup →
Advanced workflows & integrations

Custom Automation — Request a Quote

Multi-system workflows, custom APIs, advanced branching, high-volume processes, and specialized compliance requirements are scoped individually.

Discuss Requirements →

*Proposed prices, subject to approval and technical feasibility. LeadNest subscriptions, messaging usage, third-party charges and ongoing managed support are separate unless expressly included. Final scope, delivery schedule and price are confirmed before work begins.

Pre-scoped solutions

Customer engagement automation suites.

Need more than a single workflow? Choose a starting solution and tailor the implementation scope to your business.

⌂

Real Estate Automation

Enquiry capture, lead qualification, agent routing and viewing reminders — keeping prospects engaged from first contact to offer.

From $2,499 implementation
Scope my project →
◈

Mobile Apps & SaaS

New-user onboarding, activation journeys, inactivity triggers, and push re-engagement — built around your app's key events.

From $2,999 implementation
Scope my project →
✚

Healthcare Engagement

Enquiry capture, appointment communications, and consent-based patient follow-ups — with compliance built into the process.

From $2,499 implementation
Scope my project →
▣

E-commerce Growth

Cart recovery, post-purchase journeys, and customer re-engagement — triggered by the events that matter to your store.

From $2,999 implementation
Scope my project →
↗

Sales Conversion

Lead routing, CRM pipeline follow-ups, reminders, and meeting conversion journeys that move deals forward automatically.

From $3,499 implementation
Scope my project →

Starting prices cover an agreed implementation scope — not every possible feature listed. Access to external systems and regulated data is assessed before quotation.

No surprise implementation costs

Know what is included before you buy.

Every implementation is subject to requirements review. These guardrails keep fixed-price packages predictable for both your team and ours.

Included in agreed scope

  • Documented workflow and acceptance criteria
  • Supported triggers, actions and integrations
  • Testing and deployment of agreed flows
  • Handover and limited defect warranty

Quoted separately

  • Custom API connectors or data migrations
  • Additional workflows, triggers or actions
  • Third-party subscriptions and messaging usage
  • Change requests and ongoing optimization

Delivery safeguards

  • Integration feasibility check before commitment
  • Written SOW and defined revision rounds
  • Agreed milestones and client responsibilities
  • Support and change-control terms in proposal
Pricing note: $499 Starter and $1,499 Growth apply only to their published workflow limits. Complex requirements, unsupported integrations, and industry suites require individual scoping. Subscription and usage charges may apply separately.
Common questions

Everything you need to know.

Do I need coding skills to build an automation?

LeadNest's self-service direction is designed for nontechnical users. Available workflows are configured using visual tools with no code required. Complex third-party integrations may require technical assistance from our team.

Can LeadNest build my automation for me?

Yes. You can request an assisted setup or a done-for-you automation project. Our team first reviews requirements, supported systems, integration feasibility, scope, and pricing — then confirms before work begins.

Can you connect my existing CRM or third-party software?

Possibly. Connection depends on available APIs, webhooks, authorization, subscription plan, and the system's own restrictions. LeadNest assesses feasibility before committing to a custom integration.

Does LeadNest develop custom mobile apps or software as part of this?

No. This offering is specifically for customer engagement automation and related integrations — not general software or mobile app development.

Are message charges and third-party fees included?

Not necessarily. Email, SMS, WhatsApp, other usage, and third-party fees may be billed separately depending on the plan and workflow. These are confirmed before you commit to a package.

What is included in a fixed-price automation package?

Starter includes one workflow with one trigger and up to three actions. Growth includes up to two workflows with up to two triggers across the package and five actions per workflow, with conditional logic and supported integrations. New custom connectors, extensive data migration, and complex integrations require a separate quote.

How do I get started with the journey builder?

Sign into your LeadNest account, navigate to Journeys, and choose a template or start from scratch. The visual canvas guides you through each step. If you get stuck, request expert assistance from within the builder.

Ready to automate?

Build your first journey in minutes.

Start free with LeadNest's visual journey builder — no coding, no complexity. Or talk to our team and we'll set it up for you.

  • No developer needed — configure visually
  • Start from a template, go live today
  • Expert setup available when you need it
Start Building Free →

Free plan available · No credit card required