How does the agent decide what a good lead is?

We write the scoring rules with your sales team, starting from the deals you've won and lost. Claude applies them to each lead and records why it gave that grade, so reps can check the reasoning.

Does it replace the lead scoring in our CRM?

It can sit beside it. The agent adds research your form never collects, like company size and the buyer's role, and writes its grade to a field you choose.

What happens with leads it grades wrong?

Reps can regrade any lead in the CRM. Each month, as part of our run and improve work, we review those changes and adjust the rules to match how your team sells.

AI lead qualification for Canadian sales teams

AI lead qualification researches each new contact, scores it against your ideal customer and sends the good ones to the right rep. Nobody loses an afternoon to leads that will never buy.

Get a free automation plan More for sales automation

Works with

#ops-requests

Score every new HubSpot lead against our ICP and route the A-grades to the right rep in Slack

Lead qualification · done in 16s

Read the new contact
Enrich company
Check the buyer's role
Score against your ICP
Route to the territory owner
Alert #inbound-leads

Step	Tool	Result	Time
Read the new contact	HubSpot	Maya Chen · Harbourline Logistics	1s
Enrich company	Clay	142 employees · Vancouver, BC · Series B	4s
Check the buyer's role	LinkedIn	VP Operations, joined 8 months ago	3s
Score against your ICP	Claude	Grade A · 86/100 · fleet size matches	6s
Route to the territory owner	HubSpot	Assigned to Priya S. · West	1s
Alert #inbound-leads	Slack	Posted with a booking link	1s

How AI lead qualification scores and routes a new lead

Trigger · HubSpotWhen this happensNew form submission

Step 1 · HubSpotRead the new contactMaya Chen · Harbourline Logistics

Step 2 · ClayEnrich company142 employees · Vancouver, BC · Series B

Step 3 · LinkedInCheck the buyer's roleVP Operations, joined 8 months ago

Step 4 · ClaudeScore against your ICPGrade A · 86/100 · fleet size matches

Step 5 · HubSpotRoute to the territory ownerAssigned to Priya S. · West

Step 6 · SlackAlert #inbound-leadsPosted with a booking link

Spend sales time on buyers

Score every lead against your ideal customer

Clay fills in company size and location, LinkedIn confirms the buyer's role, and Claude grades the lead against the profile we write with your team. The grade and the reasons go on the HubSpot or Salesforce record, where the rest of our sales automation uses them for routing.

Maya ChenVP Operations · Harbourline Logistics86A

142 employees Clay

Vancouver, BC Clay

Series B

Fleet of 60

Routed toPriya S. · West Slack

Send hot leads to a rep in Slack

Top-grade leads go to the territory owner in Slack with a booking link and a short brief. Low grades go to a nurture list. Reps can change any grade by hand, and we use those changes to tune the scoring.

#paid-media

The Automation CompanyAPP9:41 AM

Your Search campaign for spring roof repair in Calgary is ready. Want me to publish it?

Budget$3,200 / monthAd groups8 · 46 keywordsHeadlines15 per groupStartsPaused until you say

ApproveEditReject