AI & Lead Qualification
IntermediateAI lead qualification, leads scored and routed before a rep ever sees them
A lead fills out a form, AI scores it against your ideal customer profile in real time, and only genuine opportunities reach a rep, hot leads ping Slack in under 90 seconds, everyone else enters a nurture sequence automatically.
Several tools with a conditional branch, an AI decision replaces manual triage. Tools: Typeform + Claude AI + HubSpot + Slack.
90 sec
time to hot-lead Slack alert
~60%
fewer leads manually triaged by reps
Consistent
scoring criteria, not gut feel
The problem this automation solves
Reps waste hours triaging inbound leads by hand, most of which were never going to buy. By the time a manual review flags the one lead that mattered, it has often gone cold waiting in the queue.
How the workflow runs
Trigger
A Typeform lead-gen form is submitted.
Enrich
Company size, industry, and stated budget are pulled from the response plus a quick company lookup.
AI score
Claude scores the lead 0–100 against your ideal customer profile and writes a one-line reason for the score.
Branch: hot lead
IF score ≥ 70Score of 70 or above creates a HubSpot MQL, assigns it to a rep, and posts a Slack alert within 90 seconds.
Branch: nurture
IF score < 70Score below 70 adds the lead to a HubSpot nurture list with an automated sequence, and re-scores it after each engagement.
Want Typeform + Claude AI + HubSpot + Slack connected like this?
We map your exact setup on a free 45-minute audit and tell you precisely what this would look like for your business, no commitment.
Get my free automation plan →Frequently asked questions
Does the AI scoring replace human judgement?
No, it is a triage layer. Reps still make the final call on every lead, the scoring just makes sure they spend their time on the right ones first.
Can we customise the ideal-customer-profile criteria?
Yes, the scoring model (industry, company size, budget signals, intent language in the response) is configured to your actual business, not a generic template.
What happens with low-confidence responses?
A lead the AI cannot score confidently is flagged for manual review rather than silently routed either way.
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