01 / Sales
Lead qualification and routing, without the waiting
Every inbound lead, from the website, LinkedIn or an event list, is enriched, scored against rules you define and assigned to the right rep with a first email ready to send, usually within a minute of arriving.
- < 5 min
- from form submission to rep notified
- 100%
- of leads logged and assigned, none lost
- Readable
- scoring rules your team can tune
02 / The problem
Leads come in through four or five channels and land in different inboxes and spreadsheets. Someone has to check whether the company fits, look it up, create it in the CRM and decide who should call.
That takes hours or days, and speed is what decides most inbound deals: the first company to reply usually gets the meeting. The leads that fall through the cracks are invisible, so nobody knows how many there were.
03 / How it runs
How it runs
Lead comes in
RulesWebsite forms, LinkedIn Lead Gen Forms, event CSVs and a shared inbox all feed one intake. Duplicates are merged against the CRM by email domain and name.
Enrich the company
RulesCompany size, industry, country and website are added from enrichment sources and the domain itself. Free-mail addresses and competitors are flagged.
Score against your rules
RulesA transparent points model scores fit (size, industry, region) and intent (pages viewed, form answers). You can read and change every rule.
Route to the right rep
RulesTerritory, segment and round-robin rules pick the owner. The lead and company are created in the CRM with the score and the reasons for it.
First reply ready
Your decisionThe rep gets a Slack or Teams message and a reply drafted from your templates, filled with the lead's details. They review and send.
Rules first, AI only where it helps
Lead scoring is often sold as AI, and that makes it a black box: nobody can say why a lead got 72. We use a points model you can read, because sales managers need to trust and tune it. The first email is built from your own templates; if you want personalised drafts, a language model can be added to that one step, and the rep always approves before anything is sent.
04 / What we need from you
What we need from you
- Admin or API access to your CRM
- Your ideal-customer definition and territory rules
- The email templates your reps already use
Timeline
Live in two to three days for the main channels; additional sources are added in hours.
Works with
- HubSpot
- Salesforce
- Pipedrive
- LinkedIn Lead Gen Forms
- Webflow
- Slack
- Microsoft Teams
For
05 / Questions
Questions
Which CRMs do you support?
HubSpot, Salesforce and Pipedrive out of the box, and any CRM with a REST API on request.
Can we change the scoring ourselves?
Yes. The rules live in a simple table you can edit, and every score shows which rules produced it.
Is a lead ever contacted automatically?
No. The first email is drafted and the rep sends it. Automatic sending is possible, but it is a decision you make, not a default.
06 / Related automations
Related automations
More use cases in Sales
Want this running for you?
Book a demo and we will walk through how this would work with your tools.