Use Case

Score and route leads in seconds, not hours

Stop letting high-intent leads cool off. The Lead Qualification Agent automatically enriches inbound signups, scores them against your ideal customer profile, and routes the hottest prospects directly to your sales team's Slack or CRM.

slack / #inbound-leads
1Agent7: ๐Ÿ”ฅ New High-Intent Lead
2
3 Name: Alex Chen
4 Company: Acme Corp (acmecorp.com)
5 Title: VP of Engineering
6
7 Enrichment Data:
8 โ€ข Funding: Series B ($40M raised 2mo ago)
9 โ€ข Size: 250-500 employees
10 โ€ข Tech Stack: React, Node, Postgres, AWS
11
12 Score: 95/100 (ICP Match)
13 Routing: @sarah_sales (Enterprise AE)
14
15 Action taken:
16 โœ“ Added to Salesforce as Lead
17 โœ“ Assigned to Sarah
18 โœ“ Drafted intro email in Outreach
Ready
1.5saverage enrichment time
15+data sources checked
0minutes spent Googling
24/7uptime & coverage

Without Agent7

Leads sit in a queue while reps do manual research

  • Every new signup is just an email address with zero context
  • Reps spend 15 minutes manually Googling domains and checking LinkedIn
  • High-intent founders get the same generic automated email as college students
  • Routing rules in Salesforce are a mess of custom Apex and broken logic
  • Hot leads cool off and go to competitors while waiting for human triage

With Agent7

Instant context, scoring, and automated routing

  • Every signup is instantly enriched with company size, funding, and tech stack
  • Agent7 summarizes recent company news to give reps the perfect icebreaker
  • High-value leads trigger an immediate Slack alert to the right account executive
  • Low-intent signups are automatically dropped into a self-serve nurture sequence
  • Salesforce and HubSpot get updated automatically, zero clicks required
How it works

From raw email to qualified lead in four steps

Step 01

Capture the inbound event

A prospect submits a demo request, signs up for a trial, or downloads a whitepaper. Agent7 catches the webhook instantly.

Step 02

Enrich and research

Agent7 pulls data from Clearbit, LinkedIn, and the web. It finds company size, funding rounds, tech stack, and the prospect's exact role.

Step 03

Score against your ICP

Using your specific rules, Agent7 scores the lead. B2B SaaS with >50 employees? Hot lead. Student with a Gmail address? Nurture track.

Step 04

Route and alert

The lead is created in your CRM, assigned to the right territory rep, and a summary is posted to Slack so sales can strike while the iron is hot.

agent7 ยท run log
1Goal: "Qualify new webhook lead: alex@acmecorp.com"
2
3Discovering skills...
4 โœ“ clearbit-enrich (score: 0.95)
5 โœ“ company-news-search (score: 0.88)
6 โœ“ salesforce-router (score: 0.92)
7
8Tools requested:
9 โ€ข Clearbit API โœ“ connected
10 โ€ข Salesforce โœ“ connected
11 โ€ข Slack โœ“ connected
12
13Plan:
14 1. Enrich domain acmecorp.com
15 2. Search recent funding news
16 3. Score against ICP (B2B SaaS, >50 emp)
17 4. Create lead in Salesforce
18 5. Alert AE in Slack
19
20Execution:
21 [Enrich] Found 250 emp, Series B
22 [Score] 95/100 -> Route to Enterprise
23 [CRM] Lead ID: 00Q5w000002XyzP
24
25Status: โœ“ Completed in 1.8s
Ready

Routing logic you can set today

No complex IF/THEN trees in your CRM. Just describe your ideal customer profile and let the agent handle the edge cases.

logic

โ€œIf the domain belongs to a Fortune 500 company, page the enterprise team immediately.โ€

enrichment ยท clearbit
logic

โ€œIf the email is a free provider (gmail/yahoo), put them in the automated newsletter sequence.โ€

validation ยท email
logic

โ€œIf they just raised a Series A or B, mention the funding round in the sales handoff notes.โ€

research ยท web
logic

โ€œCheck if their website mentions 'SOC2'. If yes, route them to a security-focused Account Executive.โ€

scraping ยท website
logic

โ€œIf they are using our main competitor (via BuiltWith), tag the lead as a 'competitive switch'.โ€

enrichment ยท builtwith
logic

โ€œIf their job title contains 'Student' or 'Intern', do not create a Salesforce record to save clutter.โ€

rules ยท logic

Connects to your GTM stack

Agent7 pulls data from the best enrichment APIs and pushes qualified leads straight into your CRM.

Enrichment Sources

Clearbit
Apollo
ZoomInfo
LinkedIn
Crunchbase
BuiltWith
Web Search
Custom Webhooks

Route Leads To

Salesforce
HubSpot
Slack
Outreach
Salesloft
Pipedrive
Linear
Email
Safety & Control

You control the engagement. Never send an outbound email without review.

  • Strict routing rules

    The agent only updates the CRM based on the precise rules you define. No hallucinated records.

  • Approval gates for outreach

    Drafting an email is automatic. Sending it always requires human approval by default.

  • Full audit trail in CRM

    Every enrichment data point and decision is logged in the lead notes for complete transparency.

safety policy
1Risk classification: MEDIUM
2
3Allowed (no approval needed):
4 โœ“ Query Clearbit/LinkedIn APIs
5 โœ“ Search web for company news
6 โœ“ Create Lead in Salesforce
7 โœ“ Post summary to internal Slack
8 โœ“ Draft email in Outreach
9
10Blocked (always):
11 โœ— Delete existing CRM records
12 โœ— Modify existing Opportunity amounts
13
14Requires approval:
15 โš  Send direct email to prospect
16 โš  Send calendar invite
17 โš  Re-assign owned accounts
Ready

Close leads while they are hot

Set up your scoring rules in five minutes. Let Agent7 do the research so your sales team can focus on selling.