Automatically enriches new lead data, qualifies and routes leads via CRM rules, alerts sales with summaries, and tags non-qualified leads for nurture.
This workflow is designed for teams that need to enrich new lead data in real time and route qualified leads to the appropriate sales resources. It leverages external APIs to automatically supplement lead information and applies routing rules to ensure leads are handled efficiently.
The process starts with automatic enrichment of new lead data using services like Clearbit or ZoomInfo. The enriched data is then evaluated to determine if the lead qualifies as a Sales Qualified Lead (SQL). The workflow segments and routes the leads accordingly, ensuring that the most promising prospects are prioritized.
Once qualified, the leads are automatically assigned to sales representatives via CRM routing rules and alerted with a detailed lead summary. Leads that do not meet the criteria are tagged and routed to an alternative nurture track, allowing the team to focus on high-value opportunities.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Consideration stage in your daily job and want to find ways for Ai to help you do more with less.
Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Craft an Ai automation or agent plan, just for your b2b. Simple. The first step in automating across your buyer and customer journeys: inspiration for what to build. Talk with an Ai agent via your phone to quickly create your custom Ai agent plan.