# Automated lead qualification workflow

> Collect leads, score fit, route qualified opportunities, and send personalized next-step messages.

- Canonical: https://gptnavi.com/workflows/automate-lead-intake-and-qualification
- Category: Sales
- Difficulty: Intermediate
- Setup time: 2 hours
- Estimated time saved: 3-8 hours
- Last materially updated: 2026-08-24
- Best for: Small businesses, Agencies, Consultants
- Tools: Typeform, Dify, HubSpot, Zapier

## Quick answer

This workflow turns an intake form into a simple qualification engine, reducing manual screening and faster follow-up.

## When to use it

- Agency inquiry forms
- Consulting applications
- B2B demo requests

## Steps

1. **Design the intake form** — Ask for company, problem, budget, urgency, tools used, and what success would look like. Tool: Typeform. Expected output: A qualification-focused form.
2. **Score the lead** — Use AI to score each submission by fit, urgency, budget signal, and implementation complexity. Tool: Dify. Expected output: A lead score with explanation.
3. **Route the record** — Send high-fit leads to CRM and lower-fit leads to a nurture list or resource email. Tool: Zapier. Expected output: Automated routing rules.
4. **Send the next step** — Generate a personalized reply that reflects the user's specific problem and recommends next action. Tool: HubSpot. Expected output: A follow-up email or task.

## Prompt templates

### Lead scoring prompt

Score this lead from 1-5 for fit, urgency, budget, clarity, and implementation complexity. Explain the score and recommend next step. Submission: [paste]

### Personalized reply

Write a short reply to this lead. Reflect their goal, ask one clarifying question if needed, and suggest the next step. Submission: [paste]

## Common mistakes

- Asking too many form questions
- Scoring without clear ICP criteria
- Delaying the first response

## Related workflows

- https://gptnavi.com/workflows/enrich-and-score-b2b-lead-list
- https://gptnavi.com/workflows/research-prospects-personalized-outreach
- https://gptnavi.com/workflows/sales-calls-to-crm-updates-and-follow-ups