AgentFleet

Inbound lead enrichment & scoring

New form fills are enriched, scored, and routed to the right rep automatically.

Sales & CRM5.0(4 reviews)34.3k

Overview

Every inbound lead is enriched with firmographic data, scored against your ICP, and posted to Slack with a routing recommendation, so reps only spend time on qualified leads.

How this workflow works

Problem it solves
Reps waste time manually researching every inbound form fill, most of which aren't a fit.
Expected outcome
Qualified leads land in a rep's queue pre-enriched and scored within a minute of form submission.
Setup time
1 hour

Steps

  1. 01
    Form submitted
    A new lead comes in through the website form.
  2. 02
    Enrich the contact
    Company and role data is pulled from an enrichment tool.
  3. 03
    Score against ICP
    An agent scores the lead against your ideal customer profile criteria.
  4. 04
    Route or discard
    Qualified leads are posted to Slack and pushed to the CRM; the rest are logged for later.

Prerequisites

  • CRM with API access
  • Enrichment tool account
  • Slack workspace

This workflow uses

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Reviews (4)

Leo Tan
September 28, 2026

Genuinely changed how our team ships

We put this in front of real work for three weeks before trusting it near main. It's now part of the default flow, and reviewers spend their time on the parts that actually need judgment.

Pros
  • Fast to set up
  • Caught real bugs
Cons
  • Occasional context loss on very large diffs
Priya Krishnan
September 28, 2026

Genuinely changed how our team ships

We put this in front of real work for three weeks before trusting it near main. It's now part of the default flow, and reviewers spend their time on the parts that actually need judgment.

Pros
  • Fast to set up
  • Caught real bugs
Cons
  • Occasional context loss on very large diffs
Dana Okafor
September 16, 2026

Genuinely changed how our team ships

We put this in front of real work for three weeks before trusting it near main. It's now part of the default flow, and reviewers spend their time on the parts that actually need judgment.

Pros
  • Fast to set up
  • Caught real bugs
Cons
  • Occasional context loss on very large diffs
Marcus Ghannam
September 16, 2026

Genuinely changed how our team ships

We put this in front of real work for three weeks before trusting it near main. It's now part of the default flow, and reviewers spend their time on the parts that actually need judgment.

Pros
  • Fast to set up
  • Caught real bugs
Cons
  • Occasional context loss on very large diffs