Your pathAgent 1 of 5 · Level 3

Lead capture and scoring agent

Collects every new lead into one place, scores it against your written ideal customer profile, writes it to the CRM with the score and the reason, and alerts a salesperson for the top band. It never contacts the lead itself.

Is this you?

Do good enquiries regularly go cold because nobody saw them in time or nobody knew they were good?Yes, that’s us. Build it →Not really. Show me the next one

What it does, step by step

  1. 1A new lead event arrives from any channel (form, WhatsApp, Instagram, marketplace, shared inbox)
  2. 2The record is enriched from the form fields and public company information
  3. 3Hard rules are applied first: location served, budget range, product fit
  4. 4The model scores fit and intent and writes a one-line reason
  5. 5The CRM record is created or updated, deduplicated by phone and email
  6. 6Sales is notified for high scores; low scores are filed, not deleted
  7. 7Every action is logged with inputs, score and reason

What you’ll learn building it

  • Write your ideal customer as rules an agent can apply
  • Score every lead with a one-line reason, and never let it contact anyone
  • Route the top band to a person and file the rest

What you’ll need

A one-paragraph ideal customer profile that sales agrees withOne CRM, even if it is a sheet to begin withChannel integrations or one shared inbox where every lead landsA scoring rubric with hard rules and soft signalsA named salesperson who acts on alerts

Where it goes wrong

If sales cannot describe a good lead in one paragraph, the agent scores noise and the team stops trusting it within a fortnight. Write the profile first, score twenty past leads by hand with it, and only then automate.

One example

A modular kitchen manufacturer in Ahmedabad gets enquiries from its website, Instagram ads, IndiaMART and a WhatsApp Business number. The agent writes each into Zoho CRM with a score out of 100 and a reason such as "Ahmedabad, 3BHK, budget stated, asked for a site visit", and posts anything above 70 to the sales WhatsApp group. the owner reports that the first call to a hot lead now happens within 20 minutes instead of the next morning, and that duplicate records from the same phone number have stopped.

An illustration, not a promise.
Build this agent · 1 hour to write the profile →

Based on 4 sources. See them.