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Sales

Automated Lead Qualification
& Routing

High-potential leads are buried in your CRM while your sales team manually reviews hundreds of contacts every week.

How you set it up

One message to Revula

Your prompt
When a new lead comes in from our website form, pull their company data from LinkedIn and Clearbit. Score them against our ICP: B2B SaaS, 50–500 employees, ops or finance buyer. If they score 7/10 or above, create a qualified prospect in Salesforce, draft a personalized intro email, and alert the assigned AE with a context brief.
What Revula built

The pipeline and what it did

The pipeline Revula built
Pipeline screenshot
What it did
Output screenshot
Processed 47 inbound leads. 12 scored 7/10 or above — Salesforce opportunities created and personalized intro emails drafted for all 12.
AE teams notified within 4 minutes of form submission. Each alert included company overview, ICP match score, and recommended talking points.
35 below-threshold leads tagged for nurture and automatically enrolled in a long-term drip sequence.
Why it decided that

The decision, in plain sight

Every agent decision is logged. Here's what the monitoring dashboard showed for this run:

SUCCESS lead lex@acmecorp.com · score 8.2/10 · ICP match: size ✓ industry ✓ buyer_persona ✓ · pushing to Salesforce · notifying AE
The agent enriched the lead with Clearbit data, computed an ICP match score of 8.2 based on company size (320 employees), industry (B2B SaaS), and buyer persona (VP of Operations). It then automatically created the Salesforce opportunity and drafted a context brief for the assigned AE — all before the AE finished their last call.

Ready to automate this
for your team?

We're running our first SMB pilots now. Tell us about your process and we'll build it together.

Talk to us