- AI-Agent
- Ready to Run
Add Qualified Leads
Add scored marketing leads to your sales CRM for outreach
Use this Agent instantly or customize it - no programming needed
- Lead score changeLead score change
Your score change supplies the lead ID and new score that start each run.
- Marketing leadMarketing lead
Your marketing lead supplies the current score and contact details for the handoff.
- Qualification rulesQualification rules
Your rules set the score threshold and which email domains count as personal.
- Sales leads and contactsSales leads and contacts
Your sales leads and contacts show whether this person already exists in the CRM.
Your marketing platform supplies score changes and current lead details for each handoff.
Your sales CRM lets the Agent check for existing people and add qualified leads.
- Review resultReview result
Your review result names the eligibility, contact, or duplicate issue that stopped the handoff.
- Review resultReview result
Your review result names the eligibility, contact, or duplicate issue that stopped the handoff.
- Review resultReview result
Your review result names the eligibility, contact, or duplicate issue that stopped the handoff.
- Review resultReview result
Your review result names the eligibility, contact, or duplicate issue that stopped the handoff.
- Sales leadSales lead
Your new sales lead includes contact details, marketing source, and why the score qualified them.
This Agent waits for a marketing lead to reach your chosen score. It checks current details and existing CRM records, then adds a prospect or flags a problem for review.
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HubSpotUsed as:
- Marketing platform
HubSpot supplies score changes and current lead details for each handoff.
LeadConnectorUsed as:
- Marketing platform
LeadConnector supplies score changes and current lead details for each handoff.
SalesforceUsed as:
- Marketing platform
Salesforce supplies score changes and current lead details for each handoff.
- Sales CRM
Salesforce lets the Agent check for existing people and add qualified leads.
monday.comUsed as:
- Marketing platform
monday.com supplies score changes and current lead details for each handoff.
- Sales CRM
monday.com lets the Agent check for existing people and add qualified leads.
PipedriveUsed as:
- Marketing platform
Pipedrive supplies score changes and current lead details for each handoff.
- Sales CRM
Pipedrive lets the Agent check for existing people and add qualified leads.
ZoomUsed as:
- Marketing platform
Zoom supplies score changes and current lead details for each handoff.
- Sales CRM
Zoom lets the Agent check for existing people and add qualified leads.
Zoho CRMUsed as:
- Marketing platform
Zoho CRM supplies score changes and current lead details for each handoff.
- Sales CRM
Zoho CRM lets the Agent check for existing people and add qualified leads.
Follow Up BossUsed as:
- Sales CRM
Follow Up Boss lets the Agent check for existing people and add qualified leads.
CloseUsed as:
- Marketing platform
Close supplies score changes and current lead details for each handoff.
KeapUsed as:
- Marketing platform
Keap supplies score changes and current lead details for each handoff.
- Sales CRM
Keap lets the Agent check for existing people and add qualified leads.
AttioUsed as:
- Marketing platform
Attio supplies score changes and current lead details for each handoff.
- Sales CRM
Attio lets the Agent check for existing people and add qualified leads.
ServiceTitanUsed as:
- Sales CRM
ServiceTitan lets the Agent check for existing people and add qualified leads.
KommoUsed as:
- Sales CRM
Kommo lets the Agent check for existing people and add qualified leads.
Microsoft Dynamics 365 CRMUsed as:
- Marketing platform
Microsoft Dynamics 365 CRM supplies score changes and current lead details for each handoff.
- Sales CRM
Microsoft Dynamics 365 CRM lets the Agent check for existing people and add qualified leads.
Bitrix24 CRMUsed as:
- Marketing platform
Bitrix24 CRM supplies score changes and current lead details for each handoff.
- Sales CRM
Bitrix24 CRM lets the Agent check for existing people and add qualified leads.
PardotUsed as:
- Marketing platform
Pardot supplies score changes and current lead details for each handoff.
KartraUsed as:
- Marketing platform
Kartra supplies score changes and current lead details for each handoff.
StreakUsed as:
- Marketing platform
Streak supplies score changes and current lead details for each handoff.
- Sales CRM
Streak lets the Agent check for existing people and add qualified leads.
CopperUsed as:
- Sales CRM
Copper lets the Agent check for existing people and add qualified leads.
HoldedUsed as:
- Sales CRM
Holded lets the Agent check for existing people and add qualified leads.
Odoo CRMUsed as:
- Sales CRM
Odoo CRM lets the Agent check for existing people and add qualified leads.
DripUsed as:
- Marketing platform
Drip supplies score changes and current lead details for each handoff.
MarketoUsed as:
- Marketing platform
Marketo supplies score changes and current lead details for each handoff.
Made for your industry
Add Qualified Leads is made for businesses in these industries.
- Advertising and Marketing
Prepare qualified client leads for agency outreach with their source.
Show all Agents for the Advertising and Marketing industry - Software
Move scored software leads into the sales CRM with their marketing source.
Show all Agents for the Software industry - IT Services
Add qualified service prospects to sales with usable contact details.
Show all Agents for the IT Services industry - Wholesale Distribution
Add qualified business buyers to the sales CRM without duplicate leads.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Give sales qualified buyer contacts with a clear reason for outreach.
Show all Agents for the Manufacturing industry - Telecommunications
Route scored business service leads into the sales CRM once.
Show all Agents for the Telecommunications industry - Cybersecurity
Pass qualified security prospects to sales without duplicating contacts.
Show all Agents for the Cybersecurity industry - Corporate Training
Move scored training leads to sales with their marketing source.
Show all Agents for the Corporate Training industry
Made for your role
Add Qualified Leads is made for people in these roles.
- Sales Development Representative
Put qualified prospects in the CRM with a reason for outreach.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Catch missing details and duplicates before creating CRM leads.
Show all Agents for the Sales Operations Specialist role - Marketing Operations Coordinator
Check lead scores and send eligible contacts to sales once.
Show all Agents for the Marketing Operations Coordinator role - Sales Manager
Add qualified prospects to the CRM for reps to follow up.
Show all Agents for the Sales Manager role - Lead Generation Specialist
Add qualified prospects with contact details sales can use.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Place qualified leads in the CRM with a reason to follow up.
Show all Agents for the Sales Coordinator role - Demand Generation Manager
Turn scored campaign leads into sales prospects with their source.
Show all Agents for the Demand Generation Manager role - Revenue Operations Manager
Keep marketing handoffs from creating duplicate sales prospects.
Show all Agents for the Revenue Operations Manager role
Made for your department
Add Qualified Leads is made for people in these departments.
- Marketing
Send scored leads to sales with their source and qualification reason.
Show all Agents for the Marketing department - Sales
Put qualified marketing prospects in the CRM for outreach.
Show all Agents for the Sales department - Sales Operations
Check lead details and duplicates before adding prospects to the CRM.
Show all Agents for the Sales Operations department - Business Development
Add qualified prospects to the CRM with a reason to make contact.
Show all Agents for the Business Development department - Revenue Operations
Keep qualified lead handoffs from creating duplicate sales records.
Show all Agents for the Revenue Operations department
How Add Qualified Leads works
3 steps, in order, on every run.
-
Check the scored leadRead the latest marketing record and confirm its score still qualifies. Flag missing contact details or an invalid work email for review.
-
Look for existing prospectsSearch sales leads and contacts by work email. Hold possible name and company matches for review, and leave exact matches untouched.
-
Add the sales leadCreate a sales lead when no match appears. Include contact details, marketing source, and the score-based reason for outreach.
How to Get Started
Connect the tools you already use, such as HubSpot, LeadConnector or Salesforce.
23 tools
- Set the marketing qualification score and a score-change trigger that sends the lead ID when its new score is at or above that threshold.
- Map the marketing lead's name, company, work email, mobile number, country, and lead source to the sales CRM lead fields.
- Choose the sales CRM lead source value, the field for the qualification reason, the consumer email domains to reject, and a default phone country when the lead has none.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Qualified Leads:
Yes. You set the qualification score before the Agent runs. Your marketing campaign sends leads when their score changes to that threshold or higher.
The Agent leaves exact work email matches in place. You review possible name and company matches before adding a new lead.
The Agent stops before creating a sales lead and points you to the missing detail. You can correct the marketing record before another handoff.
You choose where the CRM stores the qualification reason. New leads include their marketing source and a reason naming the score and threshold.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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