Test environment. No real payments are taken. “Demo mode” runs use rule-based text extraction, not AI.
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All agents · Sales and revenue

Lead Qualification

Beta

Each lead checked against your own criteria using only what's in HubSpot, with the evidence for every yes/no and an optional lead-status update after your approval.

How it works

Reads the contacts you list and scores them against your criteria. Unknown is used whenever the CRM doesn't say.

What you give it

  • HubSpot contact ids
  • Your qualification criteria
  • Allowed lead-status values

Limitations

  • Only uses CRM data; it doesn't research people.
  • Not for decisions about credit, employment, or housing.
  • Status values must match your HubSpot portal.