Qualify and route inbound leads automatically
The problem
Inbound form fills sit for hours, and reps waste time on leads that don't match the ideal customer profile.
How the agent works
The agent enriches each new lead, scores it against written ICP criteria, writes a short reason, and routes it: hot leads to a rep with a drafted reply, poor fits to a nurture sequence.
Setup steps
- Write your ICP as explicit criteria (industry, size, use case)
- Trigger on new CRM or form submissions
- Enrich with company data and website review
- Score and explain the score in one sentence
- Route and draft (not send) the first reply
Tools that can do this
- HubSpot Breeze agents
- Clay
- n8n
- Make
- Zapier Agents
Not ranked and not sponsored. Check each vendor's current features and pricing.
Human in the loop
Rep approves the drafted first reply before it goes out.
Risks and guardrails
Over-aggressive scoring can drop good leads; review rejected leads weekly at first.
ROI notes
Faster speed-to-lead and less rep time on poor fits. Track response time and conversion of routed leads.
Also useful: keep CRM records clean and deduplicated.
Related playbooks
Research every prospect before a sales call
Reps walk into calls without context because researching a company, its recent news, and the attendee takes 15+ minutes …
Draft personalized cold emails at scale
Generic outreach gets ignored, but hand-personalizing hundreds of emails isn't feasible.
Monitor competitors' pricing and product pages
Competitor pricing and feature changes go unnoticed until a customer mentions them.