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Lead Qualification Flow

Automated lead scoring and qualification with multi-channel enrichment and assignment routing

Complexity: Moderate | Duration: 5-15m | Category: Business/Sales

Tags: lead-management automation crm-integration qualification

Workflow Diagram​

Steps​

Step 1: Lead intake​

Agent: webhook/command

Capture lead data from multiple sources

Step 2: Data enrichment​

Agent: data

enrichment-agent - Append firmographic and technographic data

Step 3: Lead scoring​

Agent: sales

automation-specialist - Apply scoring model (BANT, demographics, behavior)

Step 4: Territory assignment​

Agent: /assign

territory - Route to appropriate sales rep based on rules

Step 5: CRM update​

Agent: /sync

crm - Create/update record with enrichment and score

Step 6: Notification​

Agent: /notify

sales-team - Alert assigned rep with lead context

Usage​

To execute this workflow:

/workflow business/sales/lead-qualification-flow.workflow

See other workflows in this category for related automation patterns.