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GuidesBy departmentSalesLead qualifier

Lead qualifier

You’ll build an agent that scores new leads against your criteria and writes the result back to your CRM, automatically as each lead arrives.

The plan

  1. Create the qualifier agent
  2. Encode your scoring rubric as a skill
  3. Return a structured score
  4. Write the result back to your CRM
  5. Trigger on each new lead

Step 1 — Create the agent

Create an agent in Agents and use System instructions to frame the job: read a lead, apply the rubric, and explain the score briefly.

Step 2 — Capture the rubric as a skill

Put your qualification rubric (fit signals, disqualifiers, tiers) into a skill and attach it. The skill keeps scoring consistent and easy to update in one place.

Step 3 — Return a structured score

Enable Structured output with a schema like { score, tier, reasons[], route_to } so downstream systems can act on the result without parsing prose.

Step 4 — Update the CRM

Connect your CRM via the Composio app library and enable it on the agent in Integrations so the agent can write the score and tier back to the lead record.

Step 5 — Run on new leads

Add a trigger so qualification happens automatically when a lead is created, rather than in a batch later. Test end to end from the builder preview.

Where to go next

RFP responderAccount research brief