WorkerKitJoin the waitlistInbound Lead Qualifier
Qualifies new inbound leads, files them in the CRM, and drafts the first reply within minutes.
Apps: Email, CRM
About this kit
Speed to lead decides deals. When a new inquiry lands, this kit reads it, checks whether the person and company already exist in your CRM, creates or updates the records, scores the lead against your ideal customer, and saves a tailored reply draft ready for your review. You answer hot leads in minutes with a full CRM trail, and nothing is ever sent without you.
How it works
Read the new inbound inquiry and any earlier thread with the sender. Draft a tailored first reply and save it as a draft.
CRM
Check the CRM for the contact and company; create or update them. Log the inquiry and qualification as a note on the record.
App access
Visible fields
- Subject
- From
- Recipients
- Body
- Body preview
- Attachments
- Timestamp
- Labels
Allowed operations
- View email
- Search emails
- View thread
- Create draft
- Create reply draft
CRM
Records you own
Visible fields
- Identity
- Contact info
- Ownership
- Lifecycle
- Financial
- Dates
- Associations
- Engagements
- Engagement body
- Custom properties
Allowed operations
- Search records
- Get record
- List associations
- List engagements
- List pipelines
- List owners
- Get schema
- Create record
- Update record
- Add note
Setup inputs
- Ideal customer profile