Pre-qualify inbound leads before sales sees them
Futurepedia used a Zapier Agent to research incoming leads, draft fit notes, and send strong matches to sales without an SDR.
- What they did
- Futurepedia connected a Zapier Agent to new inbound leads. When a lead came in, the agent checked the company, wrote a short fit-brief, and decided whether it should move on to sales. The workflow ran in 5 automated steps, with no SDR handling the inbox.
- How it went
- Sales received leads that had already been pre-qualified, so the team did not need to review every inbound message by hand. The process worked without manual inbox screening.
- Tips
- Use this when your team wants a quick first pass on leads before a human gets involved. Ask the agent to show its draft brief and wait for approval before it posts anything to sales or updates your CRM.
Try it yourself with Zapier Agents
Watch for new leads from [form or CRM]. For each one, look up the company on [website], [LinkedIn], or other public sources, then write a short fit brief covering what they do, their size, and how closely they match our ideal customer profile, which is [ICP details]. If the lead looks strong, prepare a message for [Slack channel or sales email] and a note for [CRM]. Before you send, post, submit, or update anything, pause and ask me to approve the action. First, run this on [sample lead] so I can review the output.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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