Lead Qualifier - Research & Score

Inbound leads rarely tell you what you need to qualify them - company size, funding, and fit live outside the message. This assistant takes each lead from any channel, researches the company with web search and Apollo enrichment, scores fit against your ICP, captures the buying signals, and drafts the next step. Your team works the strongest leads first, with the context already gathered.

Category: Sales

How it works

1. A lead arrives from any channel - email, a form, or Slack - and lands in one place.
2. The assistant researches the company with web search and Apollo enrichment, beyond what the lead wrote.
3. It scores ICP fit, captures the buying signals, and drafts the next step.
4. Each lead is filed as one row, and a HubSpot contact and deal are drafted for your review.

Key benefits

• Qualify on real company data, not just the lead message
• Work the strongest-fit leads first, every time
• Capture buying signals before they go cold
• Hand sales a researched, ready-to-action pipeline

Use cases

• Sales & SDR teams
• Founders running their own pipeline
• Demand gen & marketing
• Agencies qualifying inbound

Works with Apollo, HubSpot, Slack

This assistant connects to Apollo, HubSpot, Slack once. No code required. It is not a plain field-copy integration: as data moves, the AI adds a real decision step (classify, extract, prioritize, draft). You set the autonomy level: ask for drafts and every send to Apollo waits for your review, or instruct it to send and it runs fully automatic.

Automation coverage and limits

• Apollo: no verified real-time trigger in the integration catalog today, so Apollo-side work runs on a schedule you choose or on demand.
• HubSpot: 2 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.
• Slack: 9 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.

This assistant only reaches operations verified in the integration catalog, through a connection you authorize and can revoke. Capability facts last verified against the catalog on 2026-07-10.

Good to know

Connect Apollo, HubSpot, and Slack once; research uses web search and Apollo enrichment. The assistant researches and drafts - you approve every contact, deal, and message before anything is sent.

Frequently asked questions

How does this assistant research my leads?

It uses web search and Apollo enrichment to gather company data like size, funding, and fit, going beyond what the lead wrote in their message.

Does it automatically send messages to leads?

No, it only drafts the next step and creates a HubSpot contact and deal for your review; you approve everything before anything is sent.

Which apps does it connect to?

It integrates with Apollo for enrichment, HubSpot for CRM, and Slack for receiving leads and notifications.

Can I use this if I don't have Apollo or HubSpot?

No, the assistant relies on Apollo for company enrichment and HubSpot for drafting contacts and deals, so those integrations are required.

How does it score which leads are the best fit?

It scores each lead against your ideal customer profile (ICP) using the researched data, so your team can prioritize the strongest-fit leads first.