Qualify Sales Leads → Score Prospects → Add to Sequence

intermediate35 minPublished May 5, 2026
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Automatically qualify inbound leads using AI conversation, assign lead scores, and route qualified prospects to appropriate sales sequences.

Workflow Steps

1

Intuned Agent

Engage and qualify incoming leads

Set up Intuned Agent to initiate conversations with leads from your website forms, social media, or referrals. Configure qualifying questions about budget, timeline, decision-making authority, and specific needs. Program the agent to gather BANT criteria while maintaining a conversational, helpful tone.

2

Typeform

Collect structured lead information

Create a dynamic Typeform that Intuned Agent can direct qualified prospects to complete. Design conditional logic that shows relevant questions based on their initial conversation responses. Include fields for company size, current tools, pain points, and contact preferences.

3

Pipedrive

Score and categorize leads

Import lead data from Typeform into Pipedrive and apply automated scoring based on qualification criteria. Set up custom fields for lead temperature, budget range, and timeline. Configure automated assignment rules to distribute leads to appropriate sales reps based on territory, expertise, or availability.

4

Mailchimp

Add to targeted email sequences

Based on lead scores and categories from Pipedrive, automatically add prospects to segmented email sequences in Mailchimp. Create different nurture tracks for hot leads (immediate sales focus), warm leads (education-focused), and cold leads (long-term relationship building).

Workflow Flow

Step 1

Intuned Agent

Engage and qualify incoming leads

Step 2

Typeform

Collect structured lead information

Step 3

Pipedrive

Score and categorize leads

Step 4

Mailchimp

Add to targeted email sequences

Why This Works

Intuned Agent ensures no lead goes unqualified, while the pipeline from Typeform to Pipedrive to Mailchimp creates a systematic approach to nurturing based on qualification level.

Best For

B2B companies with 20+ monthly inbound leads

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