Automated lead qualification with AI agents (HubSpot & Salesforce)

Inbound leads pile up faster than your SDRs can score them. This tutorial walks through a multi-agent swarm that enriches, qualifies and routes every new lead in HubSpot or Salesforce, with a human approval before any SQL is handed to an AE.

How the workflow runs

1. New lead arrives: Orkeste watches HubSpot or Salesforce for new contacts from forms, chat or imports.
2. Enrich the record: Pulls firmographics, tech stack and recent signals from public sources and your enrichment connectors.
3. Score fit and intent: An agent grades the lead against your ICP rubric and intent signals, with a written rationale.
4. Human approval on SQL handoff: Borderline or high-value leads wait for an SDR's one-click approval before being marked SQL.
5. Route to the right AE: Assigns the lead to the correct owner based on territory, segment and workload.
6. Log reasoning in CRM: Writes the score, rationale and next step as a structured note for full audit.

Human-in-the-loop: No lead is promoted to SQL or routed to an AE without an SDR's explicit approval on flagged cases — the swarm proposes, a human decides.

Works with your stack

• hubspot
• salesforce
• slack

Related workflows

• Qualify inbound leads in Salesforce automatically
• Enrich Salesforce records from sales conversations
• Draft follow-up sequences for Salesforce opportunities

Questions about this workflow

How is this different from a Zapier or Make automation?

Zapier and Make execute fixed rules. The swarm reads unstructured signals (job title, website, recent funding), produces a written rationale, and pauses for a human on the cases that matter — none of which a static flow can do.

Do I need HubSpot or Salesforce?

Either. The same swarm wires into HubSpot Contacts or Salesforce Leads. You pick the CRM at setup and the agents reuse your existing pipeline stages and owners.

Where does the human stay in the loop?

On the SQL handoff. The agent proposes a verdict and the SDR approves, edits or rejects in one click. Rejections are logged so the qualifier improves week over week.

How long does setup take?

Most teams ship the first version in under a day: connect the CRM, paste the ICP rubric in plain English, pick the routing rules, and turn the swarm on for a slice of inbound.

What does it cost to run?

Usage-based. You pay per run, not per seat. A typical SMB inbound volume runs at single-digit euros per day on the Starter plan.