Lead qualification
AI lead qualification
Automate lead qualification and surface real opportunities with AI, so your team works only high-intent prospects.
What does an AI agent for lead qualification do?
An AI agent for lead qualification talks to every prospect who writes to you, including those who arrive from an ad, and asks the questions you define: what they need, by when and on what budget. With the answers it fills in the contact’s fields in the CRM, your custom ones included, and gives it a score from 0 to 100 with the reason written out. The ready ones go to your team with the full context; the rest get automatic follow-up within 24 hours and, on WhatsApp, after that too, with a template approved by Meta.
Lead qualification Met at a glance
- What it does
- Talks to every new prospect, including the ones who arrive from an ad, asks the questions you define, fills in the CRM and gives each one a score from 0 to 100 with the reason written out.
- Systems it works on
-
- Meteor CRM (24 tools)
- Microsoft Dynamics 365 (8 tools)
- Google Workspace (32 tools)
In total, 64 real tools across those connectors, counted from the public capability registry. It uses the ones from the systems you connect.
- What triggers it
- A new prospect writing in, including from an ad.
- AI level
- You choose each Met’s level: Ágil, Brillante or Genio. All three come with every plan and their usage is billed as Energy. How billing works
- What it does not do
-
- It does not invent the criteria: it qualifies with the rules you write, such as budget, timeline or city.
- More than 24 hours after the person’s last message, follow-up only continues on WhatsApp with a template approved by Meta; on Instagram and Messenger it waits for the person to write again.
- It does not close or collect: a ready lead goes to your team with the conversation, the fields it filled in and its score.
Is your team burning hours on leads that will not buy?
Reps spend hours chasing cold prospects while the hot leads go cold waiting for a reply.
Turn on AI lead qualification
Your Met identifies and prepares the best prospects for your sales team, 24/7.
Before and after
From the same old bottlenecks to a real advantage
Reps waste time on cold leads.
AI qualifies leads in minutes.
Hot leads go cold waiting to be contacted.
Immediate reply and qualification, at any hour.
Inconsistent qualification criteria.
Buying-intent scoring with an explicit reason, on the criteria you define.
Leads that arrive after hours are lost.
24/7 qualification: no lead goes unattended.
No follow-up on leads that are not ready yet.
Automatic follow-up for those not ready yet: within 24 hours on any channel and, after that, on WhatsApp with an approved template.
What it does
Ready for the routine work and the hard cases
Capture and qualify 24/7
- Engages prospects instantly
- Answers baseline questions
- Applies first-pass filters
- Never loses a lead to the clock
Consistent qualification
- Scores intent on the criteria you define
- Assigns a score to every lead
- Flags high-intent prospects
- Keeps the evaluation consistent
Handoff and follow-up
- Hands qualified leads to the team
- Provides the full context
- Keeps following up on leads that are not ready yet
- Keeps interest alive through to conversion
Tasks this Met runs
Tasks the lead qualification Met handles end to end
Each one with its steps, the tools it uses at every step and what it does not do.
Sales and quoting
Update a HubSpot deal from WhatsApp without opening the CRM
How do I update a HubSpot deal from WhatsApp without opening the CRM after every visit?
Sales
- Starts:
- when someone asks for it
- Steps:
- 5, with 7 real tools
- Needs:
- HubSpot
Sales and quoting
Build a prospect list on WhatsApp from a PhantomBuster Phantom's results
How do I build a prospect list from WhatsApp with what my LinkedIn Phantom found?
Sales
- Starts:
- when someone asks for it
- Steps:
- 6, with 8 real tools
- Needs:
- PhantomBuster
Sales and quoting
Qualify the B2B prospect who writes on WhatsApp with RocketReach
How do I know who the B2B prospect writing on WhatsApp is, and their title, before handing them to sales?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- RocketReach
Sales and quoting
Qualify a new lead and hand it to the right rep
How do I get every new lead to the right rep already qualified?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 14 real tools
- Needs:
- Meteor CRM
Sales and quoting
Create or update a Dynamics 365 lead from WhatsApp
How do I create or update a WhatsApp lead in Dynamics 365 without duplicating it?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 5 real tools
- Needs:
- Meteor CRM · Microsoft Dynamics 365
Sales and quoting
Enrich with Apollo the B2B prospect who writes on WhatsApp and add them to a sequence
How do I complete the details of a company that writes on WhatsApp and put it in my Apollo follow-up sequence?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 7 real tools
- Needs:
- Apollo.io
Sales and quoting
Email the free guide people ask for on WhatsApp with a Kit sequence
How do I email my free guide to people who ask for it on WhatsApp, using Kit?
Social
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- Kit
Sales and quoting
Move a quote request from WhatsApp into an Asana project
How do I turn a quote request that arrives on WhatsApp into an Asana task for my sales rep?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 7 real tools
- Needs:
- Asana
Sales and quoting
Log in Attio whoever writes on WhatsApp, add them to the pipeline and leave the team a task
How do I make every WhatsApp prospect land in Attio, in my pipeline and with a next step, without copying them by hand?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 7 real tools
- Needs:
- Attio
Sales and quoting
Register in Clientify the lead who writes on WhatsApp with a note, an owner and a task
How do I make every lead who writes on WhatsApp land in Clientify with an owner and a task?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 8 real tools
- Needs:
- Clientify
Sales and quoting
Log the WhatsApp lead in Close with its opportunity and its next task
How do I make every prospect who writes on WhatsApp land in Close with an opportunity without the sales rep copying it?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 7 real tools
- Needs:
- Close
Sales and quoting
Register in folk the customer who writes on WhatsApp and leave a follow up task
How do I make every customer who writes on WhatsApp land in folk with their request and a follow up task?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- folk
Sales and quoting
Log the WhatsApp lead in HighLevel and move its opportunity to the right stage
How do I make every person who writes on WhatsApp land in HighLevel and move along the pipeline without copying them by hand?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 7 real tools
- Needs:
- HighLevel
Sales and quoting
Log the WhatsApp lead in Pipedrive and schedule its follow up
How do I get every person who writes on WhatsApp into Pipedrive without the rep copying them by hand?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- Pipedrive
Sales and quoting
Record WhatsApp leads in Google Sheets and leave a traceable follow-up
How do I record WhatsApp leads in Google Sheets while reducing duplicate rows and leave a clear follow-up?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 9 real tools
- Needs:
- Meteor CRM · Google Workspace
Sales and quoting
Log your WhatsApp leads in Airtable and use it as a CRM
How do I use Airtable as a CRM to save the prospects who write to me on WhatsApp?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 7 real tools
- Needs:
- Airtable
Sales and quoting
Log a WhatsApp lead in HubSpot with its company and deal
How do I get whoever writes on WhatsApp into HubSpot, with company and deal, without the rep copying them by hand?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 8 real tools
- Needs:
- HubSpot
Sales and quoting
Record a WhatsApp lead in your apps with Zapier
How do I move the prospects who reach me on WhatsApp into my CRM or spreadsheet without copying them?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 7 real tools
- Needs:
- Zapier
Sales and quoting
Pick up the conversation with a prospect on WhatsApp using their Fathom calls
How do I make my WhatsApp pick up the conversation with a prospect where their last call left off?
Sales
- Starts:
- when the customer writes
- Steps:
- 5, with 5 real tools
- Needs:
- Fathom
Sales and quoting
Add the B2B prospect who writes on WhatsApp to a Reply.io sequence
How do I move the prospect who writes on WhatsApp into my Reply.io sequence without loading them by hand?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- Reply.io
Sales and quoting
Verify and save in Hunter the B2B prospect who writes on WhatsApp, with their company's decision maker
How do I verify the email of a prospect writing on WhatsApp and find who decides at their company?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 6 real tools
- Needs:
- Hunter.io
FAQ
Frequently asked questions about Lead qualification
Meteor’s lead qualification Met. It asks what you define (need, timeline, budget), stores each answer in the contact’s fields, custom ones included, and gives it a score from 0 to 100 with the reason written out. If you use Microsoft Dynamics 365 or a Google Sheets spreadsheet, it also creates or updates the lead there. It does not replace your judgment: the score comes from the rules you write, and a ready lead goes to your team with the full conversation.
With a Met that answers first. When the conversation starts from a Facebook or Instagram ad, Meteor records which ad opened it and the Met asks the qualifying questions in the same chat. The ones that meet your criteria reach the inbox with their score and, if you turn on automatic assignment, they are shared out in turns across your reps; the rest stay in the CRM with follow-up. After 24 hours, that follow-up only continues on WhatsApp with a template approved by Meta.
On the criteria you define: budget, timeline, customer type, city or whatever matters in your sale. The Met asks for them in the conversation, stores the answers in the contact’s fields and gives it a score from 0 to 100 with the reason written out, so your team can see why a lead ended up high or low.
They stay in the CRM with their score and stage, and the Met follows up. Within 24 hours of the person’s last message, the Met can write to them on any channel. After that, on WhatsApp it can only pick the conversation back up with a template approved by Meta, and on Instagram and Messenger it has to wait for the person to write again.
Yes. When the conversation starts from a Meta ad, Meteor records which ad opened it, on WhatsApp, Instagram and Messenger, and that stays on the contact so you know which campaign brings the leads who actually buy.
In Meteor’s inbox, with the full conversation, the fields the Met filled in and its score. You can turn on automatic assignment so chats are shared out in turns across a group of reps, and when a rep replies, the Met pauses in that conversation.
Every implementation includes discovery, setup and tuning during the ramp-up. After that, each Met’s quality is measured by sampling: an automated judge reviews a sample of its conversations and scores the support it gave, and the activity tab shows what each Met did, with which tool and at what cost. If something is not working the way you expected, we review it with you using that data and adjust until it is running.
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