Enterprise Lead Qualification Agent
This agent evaluates new leads from your HubSpot form and alerts the sales team about qualified prospects.
Jerry BalistreriToday at 10:10am
A new lead just came in through the contact form. Can you evaluate it and notify the sales team?
Enterprise Lead Qualification AgentToday at 10:11am
Sure! I'll evaluate the new lead and notify the sales team if they qualify as a high-value prospect.
Comportamento em andamento...
Lead Qualification and Notification Agent
This agent evaluates new leads from your HubSpot form and alerts the sales team about qualified prospects.
Why you should use the Enterprise Lead Qualification Agent template:
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.
How the template works:
This template automates the lead qualification process by following these steps:
Extracts lead information from the website contact form, including company name, job title, company size, industry, and automation needs.
Evaluates the lead against predefined enterprise qualification criteria, checking for company size, decision-maker role, industry relevance, and automation interest.
Optionally enriches the lead data for more insights.
Marks the lead as qualified if it meets at least 2 of the 4 criteria.
Sends a message to the sales team Slack channel with the lead details and reasons for qualification if the lead is qualified.
Capacidades
These capabilities can be customized to best fit your needs.
Enterprise Lead Qualification Alert
Want more use cases and prompting tips? Read our in-depth guide to using Agents. For setup help, visit our Agents help docs.
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