How it Works
Deploy the Lead qualification & routing workflow in minutes. Here is what happens end-to-end.
1
Capture lead information
Prospects fill out a lead form with company details, role, and interest areas.
2
AI scores the lead
The AI agent scores each lead based on firmographics, intent signals, and fit with your ICP.
3
Enrich with context
Lead data is enriched with company size, industry, and past interactions for a complete picture.
4
Route to sales rep
Qualified leads are instantly routed to the right sales rep based on territory, segment, or availability.
5
Trigger follow-up
AI drafts a personalised follow-up email and creates a task in your CRM for timely outreach.
Connected Templates
Templates that power this workflow
Each template feeds into the Lead qualification & routing workflow. Pick one or combine several for full coverage.
AI Features
Features that make this workflow smart
These AI capabilities power the automation behind Lead qualification & routing.
Workflow at a glance
9 connected templates feed submissions into this workflow
5 automated steps from intake to action
3 AI features including Chat with form responses and Urgency scoring & prioritisation