Enterprise Lead Qualification Agent

This agent evaluates new leads from your HubSpot form and alerts the sales team about qualified prospects.

Streamline your lead qualification process and ensure your sales team is promptly informed about high-value prospects. This automation saves time and helps focus efforts on leads that are more likely to convert into valuable clients.

This template automates the lead qualification process by following these steps:

1. Extracts lead information from the website contact form, including company name, job title, company size, industry, and automation needs.

2. Evaluates the lead against predefined enterprise qualification criteria, checking for company size, decision-maker role, industry relevance, and automation interest.

3. Optionally enriches the lead data for more insights.

4. Marks the lead as qualified if it meets at least 2 of the 4 criteria.

5. Sends a message to the sales team Slack channel with the lead details and reasons for qualification if the lead is qualified.