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🤖 Sales Lead Qualification Automation with AI

Score, enrich, and route new leads with a team of AI agents that research each prospect, check fit against your criteria, and hand qualified opportunities to the right rep.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every Day

Schedule

Then 1

Agent

Lead Qualifier

Ask Agent · Taskade AI

Knows
your ideal customer profile
Remembers
which leads converted

Then 2

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Help sales teams focus on real buyers by running every new lead through an agent team that researches, scores, and routes prospects the moment they arrive.

What's Included

  • Research agent: Pulls company size, industry, and signals from the web.
  • Scoring agent: Ranks each lead against your ideal-customer profile.
  • Routing agent: Assigns qualified leads to the right rep or territory.
  • 100+ integrations: Sync leads from your CRM, forms, and ad platforms.

How To Use

  1. Trigger the automation when a new lead enters your CRM or form.
  2. Add research, scoring, and routing agents as a coordinated team.
  3. Define your qualification rules — budget, role, region, or intent.
  4. Send hot leads to reps and nurture the rest automatically.

Extend this with prebuilt sales agents or explore more multi-agent automations to cover the full pipeline from first touch to close.

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