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Lead Qualification Form to CRM and Sales Outreach

A form submission becomes a scored lead, assigned rep, and staged follow-up sequence — approved in one click.

Best forAgencyB2BSaaSServices
Agents11 required
Duration3-6 minutes

Turns every form submission into an actioned lead without leaking the hours between 'submit' and a human reply. It scores each response on the actual answers given (budget, team size, timeline, use-case) against your ICP, enriches the company with sourced facts, tiers the lead, routes it to the right sales rep by your territory or round-robin rule, and drafts a two-to-three-touch follow-up sequence. Nothing is written to the CRM or sent until you approve the staged package.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull form submissions, look up matching CRM records, run the suppression gate first, and compute the persisted idempotency key per response.

crm scanner
01

Reconcile each response to new-vs-existing contact and flag incomplete submissions for manual review.

lead qualifier
02

Score each submission 0-100 across answer fit / ICP fit / engagement signal using only the answers actually given.

lead scorer
02

Enrich each unique company domain with sourced description, size band, and 90-day news/funding/hiring signals.

web researcher
03

Tier leads Qualified / Borderline / Disqualified with the specific gates failed named for Borderline.

triage router
03

Assign each qualified lead to the right sales rep via the territory / round-robin / named-account rule, staged for confirmation.

task router
04

Build a per-lead outreach brief anchored on the prospect's own strongest form answer plus an enrichment fact.

outreach personalizer
04

Draft the full 3-touch follow-up sequence (subject + A/B alt + body + CTA) in memory, no placeholders.

email writer
04

Enforce brand voice, tone, sign-off, and sender persona across all drafts.

brand voice agent
05

Schedule the send windows across the 5-day arc and stage the internal follow-up task for the assigned rep.

follow up reminder agent
05

Assemble the single approval package — CRM write, owner assignment, drafts, task, Slack hand-off — executed only on user approval.

distributor

Required Agents

11
  • crm-scanner
  • lead-qualifier
  • lead-scorer
  • web-researcher
  • triage-router
  • task-router
  • outreach-personalizer
  • email-writer
  • brand-voice-agent
  • follow-up-reminder-agent
  • distributor

Connections

Required

asanagmailhubspottypeform

Optional

hubspotresendslackasanaclickupnotion

What it does

  • Answer-based lead scoring across answer fit / ICP fit / engagement signal
  • Suppression gate excludes unsubscribed & do-not-contact before any draft
  • Idempotent per-submission dedupe key so re-runs never double-process
  • Create-or-update CRM record from the submitted answers
  • Automatic rep assignment by territory, round-robin, or named account
  • Personalized 3-touch follow-up sequence over a 5-day window
  • Sourced company enrichment — every fact carries a URL
  • One-click approval before any CRM write, task, or send

Example prompt

A few new leads just came in through our demo-request form on Typeform. Score them, put them in HubSpot, assign each to the right rep, and draft a follow-up sequence for me to review.

Ready to deploy Lead Qualification Form to CRM and Sales Outreach?

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