---
name: qualify-inbound-with-ai
description: "Qualify Inbound Leads with AI Before Routing. Use when SDRs lose a meaningful share of their day to unqualified inbound leads (students, competitors, wrong market)."
---

# Qualify Inbound Leads with AI Before Routing

SDRs lose a meaningful share of their day to unqualified inbound leads (students, competitors, wrong market).

## When to use this skill

- The user wants to set up or run this workflow: "Qualify Inbound Leads with AI Before Routing".
- The user describes this problem: SDRs lose a meaningful share of their day to unqualified inbound leads (students, competitors, wrong market).

## At a glance

- Category: Inbound
- Difficulty: Intermediate
- Time saved: 9 hours per week. This figure is an estimate, not a measured result.

## Tools

Options separated by "or" are alternatives; use whichever the user already has.

- Clay
- OpenAI API
- HubSpot

## Steps

1. Trigger Clay table on new HubSpot form submission
2. Enrich with Clearbit for company domain and industry
3. Use OpenAI API to evaluate fit: "Is this a qualified B2B SaaS buyer?" based on title, company, and form responses
4. Assign qualification score (0-100) in HubSpot
5. Route scores above 70 to SDR queue; below 70 to nurture workflow

## Template outline

Field names, thresholds, and message text are starting points to adapt.

~~~text
AI Qualification Logic:
1. HubSpot webhook -> Clay
2. Clearbit enrichment (company size, industry, funding)
3. OpenAI API:
   - Input: Job title, company name, industry, form answers
   - Prompt: "Score this lead 0-100 for B2B SaaS fit. Reply with only the number."
4. Write score back to HubSpot custom property
5. HubSpot workflow: If score >= 70, assign to SDR; else, add to drip campaign
~~~

## Guardrails

- Work only in the user's own accounts and workspaces, with their credentials.
- Confirm with the user before any step that writes to a CRM, sends email or messages, spends credits, or moves money.
- Treat every hours, cost, and threshold figure as a starting assumption and replace it with the user's numbers.
- Do not invent data, prices, or results. If a vendor price matters, check the vendor's current pricing page.

## Source

https://gtmplaybooks.io/playbooks/qualify-inbound-with-ai/