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Sales

Lead qualifier

Enriches and qualifies new inbound leads.

Use it for free

Overview

Enriches each new inbound lead, qualifies it against your criteria, and adds it to HubSpot.

How it works

  1. WhenRuns when a new lead or inbound email arrives.
  2. Step 1 · HubSpotWrite the qualified lead.Read & create contacts
  3. Step 2 · Gmail · OptionalRead inbound email leads.Read inbound email leads

Tools it can use

  • Search contactsCheck whether the lead already exists.
  • Create contactAdd the qualified lead to HubSpot.

Set it up

  1. 1Use it for freeAgenta creates the agent from this template in your workspace.
  2. 2Connect HubSpot and GmailEach app connects from the setup screen.
  3. 3Test, then let it runRun it once to check the result. Then the trigger takes over.

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FAQ

Lead qualifier FAQ

What does the Lead qualifier template do?

Enriches each new inbound lead, qualifies it against your criteria, and adds it to HubSpot.

When does the Lead qualifier agent run?

Runs when a new lead or inbound email arrives.

Which apps does Lead qualifier connect to?

It connects to HubSpot or Salesforce or Attio. Gmail is optional.

Which tools can the Lead qualifier agent use?

It can use Search contacts and Create contact.

Is the Lead qualifier template free?

Yes. Every template runs on any Agenta plan, including the free plan.

Can I customize the Lead qualifier agent?

Yes. Every skill is a versioned SKILL.md. Edit it in the playground, evaluate the change, then deploy.

Start with the Lead qualifier template