With Automation you can

do more than you think

Marketing Automation made Easy!

Easy to create Automations

Discover how simple is to create effective automations using the LeadBI Visual Builder. Just choose the source of the leads and begin to add conditions and actions. On this page, you will learn about all types of automation options available inside LeadBi, plus some ready to use examples. We will start from Lead funnels and then show everything else.

Built for



Digital Agencies







Acquire more readers and tag them based on their interests. Deliver to them only the content they want and loyalty them. LeadBI is an all-around software and can be used for all kinds of settings, even blogs. Are you trying to grow your company’s customer base using a blog? LeadBI can help you get in contact with your future customers. Are you a professional blogger and want to give the best reading experience for your followers? LeadBI can help you too. No matter who you are, LeadBI is always a great choice to better the user experience.¬†We also made an article on how to handle a free e-book giveaway for your readers. Go take a look.

Digital Agencies

We know you want only the best for your customers and we also want the best experience for you. You are probably already providing email marketing to your clients, marketing automation is just the next step. By using our tracking links in the email campaigns, your customers can easily integrate LeadBI with every email marketing software. With LeadBI you have always full control on every subaccount thanks to the specifically made Agency Dashboard, monitor your customers’ activity and assign them the desired contact quota. With LeadBI even complex operations are made simple.


LeadBI flexibility makes it suitable in every context you need, it can help you even with e-commerce. Check which products are the most viewed, compare these statistics with your selling rate and discover which are the products your customers like the most. Send customized offers to your visitors based on their visits and remind them of that product they are watching without buying since a week. You can even recommend them some similar product to the ones they already viewed or send a coupon code for those who still haven’t bought anything to spur them. With LeadBI even post-selling and customer nurturing are made simple.

Example >


Always keep in check who is interested in your software by monitoring your prospects visits history. Foresee your visitors’ moves and reach them even before they contact you. Transform your prospect from visitors to happy customers. You can also reach users who have not interacted with your website or application for a long time and propose them a customized offer. With LeadBI you can even analyze how your clients use your services and help them faster and more effectively. LeadBI grants you the power to offer great software, with also great support. Furthermore, LeadBI can help you focus¬†only on the hottest leads.

Automation Starting Points

Lead Funnels

Forms & Popups

Create popups and forms to embed in your website


Create and monitor tracking links for your marketing campaigns

One-to-One Emails

Send a mail to a specific email address, links automatically track

Quick Contact Widget

Embedded chat widget that also tracks visitors

Contact based inputs


Trigger the automation if contact leadscore reaches defined quota

Website Page Visit

Trigger the automation when the lead visits a specific page


Send Email

Write an email or send a pre-made template

Assign Tag

Give the lead a tag to segment it as you see fit

Remove Tag

Remove a tag from a lead even if it was added in another automation

Increment Leadscore

Give a specific “weight” to actions taken by the lead

Add Note

Create a note readable inside the contact page

Send Notifications

Send an email to yourself or a colleague to notify an event


Send data to a specific page or script

Wait Conditions


Wait a specific amount of time to delay actions

Wait for Email Open

Choose what to do after a lead opens or doesn’t open the last email sent

Wait For Email Click

Choose what to do after a lead clicks or doesn’t click a link inside last email

Wait For Website Visit

Choose what to do after a lead visits or doesn’t visit a specific website page

Lead Based Conditions

Contact Tag

Check if lead has or doesn’t have tag

Leadscore Greater Than

Check if a contact leadscore is greater than a specific amount

Leadscore Less Than

Check if a contact leadscore is less than a specific amount

Contact Visit

Check if lead visited a specific page

Things You Can Do With LeadBI



Segment Leads


Send targeted emails


Increase Sales


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