Enterprise Functionswebapiemail

Sales lead qualification

Inbound leads enriched, scored and in the CRM within seconds; the SDR starts the call with a context brief.

In short

Sales lead qualification is an agent scenario in the Enterprise Functions sector running on the web, api, email channels. Trigger: "Request a demo" form submitted on the website. The Sales Supervisor coordinates 3 specialist agents (Enrichment Agent, Scoring Agent, CRM Agent) across 3 systems (HubSpot, Enrichment API, Microsoft Teams); of 9 steps, 2 write to systems and 2 are checks or approvals. Outcome: Lead at SQL stage, SDR assigned, call task within 4 h and context brief ready. Approval rule: Enterprise (> 1,000 employees) or suspected competitor → SDR lead acceptance.

Enterprise Functions

Sales lead qualification

run #41,289,930elapsed 0 mstokens 0est. cost $0.000status —Approval rule: Enterprise (> 1,000 employees) or suspected competitor → SDR lead acceptance

Agents in this run

Sales Supervisorsupervisorplans, routes, approves

Enrichment Agentaginies-tulpar-4 · on-premEnriches company and contact data

Scoring Agentaginies-tulpar-4 · on-premScores on ICP fit and intent signals

CRM Agentaginies-talay-2 · on-premUpdates the CRM and hands off to the SDR

Audit trail00:00.00

Web form: "request a demo" from ayse.demir@…, company field "Norm Holding"
Company: 2,400 employees, manufacturing, İzmir; title: Digital Transformation Lead
CRM history: 1 closed-lost deal in 2024 (budget), 3 webinar attendances
ICP fit 88/100 · intent high (pricing page ×3) · SQL threshold 75 → qualified
Guardrail: corporate domain, not a competitor, KVKK/GDPR consent present
Lead upserted, stage "SQL", owner: SDR Team Marmara (round-robin)
Enterprise (> 1,000 employees) → SDR lead accepted before outreach
Task: call within 4 h; 3-line context brief attached to the record
SDR pinged in Teams with the brief; personalised follow-up e-mail drafted, not sent
■completed

Simulation · derived from real agent definitions · every agent can be built by dialogue with the Autonomous Agent and validated with a test corpus

Trigger

"Request a demo" form submitted on the website

Outcome

Lead at SQL stage, SDR assigned, call task within 4 h and context brief ready

Agents

SUPERVISOR

Sales Supervisor

Decomposes the objective, delegates to agents, manages approval points, merges the result.

aginies-tulpar-4 · on-prem

Enrichment Agent

Enriches company and contact data

enrich_companyfind_contact_profilecheck_domain

aginies-tulpar-4 · on-prem

Scoring Agent

Scores on ICP fit and intent signals

search_crm_historymatch_icpscore_lead

aginies-talay-2 · on-prem

CRM Agent

Updates the CRM and hands off to the SDR

upsert_leadassign_ownercreate_tasksend_teams_message

Steps

#	Kind	Agent	What happens	System	ms	tok
01	ingest	Sales Supervisor	Web form: "request a demo" from ayse.demir@…, company field "Norm Holding"	—	180	—
02	tool	Enrichment Agent	Company: 2,400 employees, manufacturing, İzmir; title: Digital Transformation Lead	Enrichment API	520	—
03	tool	Scoring Agent	CRM history: 1 closed-lost deal in 2024 (budget), 3 webinar attendances	HubSpot	380	—
04	reason	Scoring Agent	ICP fit 88/100 · intent high (pricing page ×3) · SQL threshold 75 → qualified	—	760	820
05	verify	Scoring Agent	Guardrail: corporate domain, not a competitor, KVKK/GDPR consent present	—	300	180
06	write	CRM Agent	Lead upserted, stage "SQL", owner: SDR Team Marmara (round-robin)	HubSpot	480	—
07	approval	Sales Supervisor	Enterprise (> 1,000 employees) → SDR lead accepted before outreach	—	2,200	—
08	write	CRM Agent	Task: call within 4 h; 3-line context brief attached to the record	HubSpot	360	—
09	notify	CRM Agent	SDR pinged in Teams with the brief; personalised follow-up e-mail drafted, not sent	Microsoft Teams	240	—

Simulation metrics (estimated)

15,600runs / month

97.9%success

5.4 sp50

$0.0021est. cost / run

Approval rule

Enterprise (> 1,000 employees) or suspected competitor → SDR lead acceptance

Step profile

ingest · 1reason · 1tool · 2verify · 1approval · 1write · 2notify · 1

SYSTEMS

HubSpotcrm
Enrichment APIapi
Microsoft Teamschannel

What you need to run it

CRM API access and a customer matching key
Credentials and a test environment for the enterprise APIs involved
Channel integration (WhatsApp Business API, SMS gateway or in-app widget)
An authorised role and approval channel for the approval rule (mobile approval card, e-mail or ticket)
SSO with the organisation’s identity provider and a scenario-specific authorisation group

Global pattern

Mirrors inbound speed-to-lead automation at SaaS revenue teams

Packages that include this scenario Sales & lead management →

Related agents

Enterprise FunctionsHITL

Procure-to-pay desk: request, quotes, contract and invoice in one place

The request arrives by email; quotes compared, contract clauses checked, PO opened, invoice three-way matched and payment scheduled.

14,000 runs / month 92.7% success 5 agents

Enterprise Functions

Email classification and attachment check

Every e-mail in the shared mailbox is classified, attachments checked against a list, gaps asked for at once.

86,000 runs / month 97.6% success 4 agents

Enterprise FunctionsHITL

Call centre quality monitoring

Every call scored against the rubric, not a sample; compliance breaches and coaching flags ready by morning.

90,000 runs / month 98.8% success 4 agents

Time to move from experimenting with AI to transforming with it.

In a 30-minute discovery session we take your 2–3 priority business problems, show a live demo of a similar scenario, and draft a roadmap that starts with the Value layer.

Book a 30-minute discovery session → dahi@aginies.com

Your 2–3 priority problems
Live demo of a similar scenario
Roadmap starting with value analysis