Automatically qualify website leads through intelligent chat, score them in your CRM, and trigger personalized email nurture sequences based on their responses.
Workflow Steps
Intercom
Deploy AI-powered qualification chatbot
Set up Resolution Bot with custom qualification questions about budget, timeline, company size, and pain points. Configure branching logic to categorize visitors as hot, warm, or cold leads based on their responses.
HubSpot
Auto-score and segment qualified leads
Use HubSpot's native Intercom integration to import chat data. Create lead scoring rules that assign points based on Intercom responses (e.g., +20 for budget >$10k, +15 for 'ready to buy now'). Set up automated contact property updates and list segmentation.
HubSpot Sequences
Trigger personalized email nurture campaigns
Create 3 different email sequences for hot, warm, and cold leads. Use workflow automation to enroll contacts into appropriate sequences based on their lead score. Personalize email content using the qualification data collected from Intercom.
Workflow Flow
Step 1
Intercom
Deploy AI-powered qualification chatbot
Step 2
HubSpot
Auto-score and segment qualified leads
Step 3
HubSpot Sequences
Trigger personalized email nurture campaigns
Why This Works
This workflow captures lead intent at the perfect moment, uses AI to qualify efficiently, and ensures no qualified prospect falls through the cracks with automated, personalized follow-up based on their specific needs and readiness to buy.
Best For
B2B companies with high website traffic who need to qualify and nurture leads automatically without manual sales intervention
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