Here are popular ways to automate your LeadHQL introductions with Zapier.
CRM Sync
The most important automation. Automatically add introductions to your CRM.
Popular CRMs:
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Close CRM
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HubSpot
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Salesforce
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Pipedrive
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Zoho CRM
Setup:
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Trigger: LeadHQL → New Lead
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Action: [Your CRM] → Create Contact/Lead
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Map: First name, last name, email, phone, source
Email Notifications
Get an email whenever a new introduction arrives.
Setup:
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Trigger: LeadHQL → New Lead
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Action: Email by Zapier → Send Outbound Email
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To: Your email address
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Subject: "New LeadHQL Introduction: [First Name] [Last Name]"
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Body: Include contact details and source
Useful for: Backup notification, team members without dashboard access.
Slack Alerts
Notify your team channel of new introductions.
Setup:
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Trigger: LeadHQL → New Lead
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Action: Slack → Send Channel Message
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Channel: #leads or #sales
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Message: "New introduction: [Name] - [Email] - [Phone]"
Useful for: Teams that live in Slack, quick visibility.
Google Sheets Logging
Keep a spreadsheet record of all introductions.
Setup:
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Trigger: LeadHQL → New Lead
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Action: Google Sheets → Create Spreadsheet Row
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Spreadsheet: Your tracking sheet
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Columns: Date, Name, Email, Phone, Source, Lead Group
Useful for: Reporting, backup, sharing with stakeholders.
Task Creation
Automatically create follow-up tasks.
Setup:
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Trigger: LeadHQL → New Lead
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Action: [Task app] → Create Task (Asana, Todoist, Monday, etc.)
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Task: "Follow up with [Name]"
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Due: Today or Tomorrow
Useful for: Ensuring nothing falls through the cracks.
Multi-Step Zaps
Combine multiple actions in one Zap:
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LeadHQL → New Lead (trigger)
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Close CRM → Create Lead
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Slack → Send Message
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Google Sheets → Add Row
This requires Zapier's paid plans but provides comprehensive automation.
Tips
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Start with CRM sync - it's the highest-value automation
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Add notifications as backup, not primary workflow
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Test each Zap thoroughly before relying on it
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Check your Zaps periodically to ensure they're running