Qualify inbound leads in Salesforce automatically

An Orkeste agent picks up every inbound lead the moment it hits Salesforce. It enriches the record, scores fit and intent, and proposes a routing decision a sales lead can approve in seconds.

How the workflow runs

1. Detect new lead: Watches Salesforce for new Lead records from forms, events, partners.
2. Enrich the record: Adds firmographic, technographic and recent activity data.
3. Score fit and intent: Combines enrichment with form signals into a single qualified score.
4. Propose assignment: Suggests the right SDR or AE based on territory, segment and workload.
5. Human approval on routing: A sales lead confirms the assignment for any non-trivial deal size.
6. Update Salesforce: Writes the score, owner and qualification status back to the lead.

Human-in-the-loop: Lead assignments on strategic or enterprise-sized accounts always require human approval.

Works with your stack

• salesforce
• hubspot
• linkedin

Related workflows

• Enrich Salesforce records from sales conversations
• Draft follow-up sequences for Salesforce opportunities
• Alert on stalled deals in Salesforce

Questions about this workflow

Does it work with our existing scoring model?

Yes. The agent can run alongside or replace your current scoring, and you keep editorial control over the weights.

What if enrichment data is missing?

The agent flags the lead as incomplete and asks the SDR to confirm a few key fields rather than guessing.

Can it disqualify a lead?

Yes. Clearly out-of-ICP leads are tagged for nurture and removed from active SDR queues, with full audit.