Score and route inbound leads to sales

Capture form submissions, score leads against qualification criteria, and route qualified records to the CRM for sales.

Useful for
Demand generation and sales development teams managing inbound lead capture and qualification.

Copied

When a form or landing page submission arrives via [form/landing page tool, e.g. Typeform, HubSpot Forms, Webflow], the automation captures the lead and sends its details to an AI model that scores it against qualification criteria. Qualified leads are then routed to [CRM name] with enriched records sourced from [lead enrichment tool, e.g. Clearbit, ZoomInfo], giving sales prioritized, ready-to-work leads without manual triage.

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Problem

Marketing teams collect leads from forms and landing pages, then manually judge which ones are worth pursuing and hand them to the right salesperson. This delays follow up and means strong leads sit unworked while weak ones consume attention.

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Solution

When a form or landing page submission arrives, the automation captures the lead, sends its details to an AI model that scores it against qualification criteria, and routes qualified leads to the CRM with enriched records. Sales receives prioritized, ready to work leads without manual triage.

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Date

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Duration

Impact

Inbound leads are scored and routed to the right owner the moment they arrive, with no manual triage.

Benefits 

Solutions

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.