Automation guide
How to Automate Lead Qualification with Make (formerly Integromat)
Lead Qualification with Make (formerly Integromat) automates repetitive work so your team focuses on exceptions and decisions. Make's scenario builder handles complex branching logic and data transformation that simpler tools can't.
Step-by-step guide to automating lead qualification using Make (formerly Integromat). SDRs only touch qualified leads. Conversion rates improve. CRM data stays fresh with
The problem
Sales reps spend hours researching and scoring inbound leads manually. Hot leads go cold while reps work through low-fit prospects.
The outcome
Every lead scored instantly. Reps only touch high-fit prospects. Pipeline quality improves measurably within 30 days.
The tool
Make is a visual automation platform with advanced data transformation. Best for complex multi-step workflows with branching logic.
How it works — step by step
- 1New lead captured from form, CRM, or inbound channel
- 2AI scores lead against ICP criteria (company size, role, intent signals)
- 3Enrichment data pulled from LinkedIn, Clearbit, or similar
- 4High-score leads routed to sales rep with summary; low-score leads nurtured
- 5CRM updated with score, summary, and next action
About Make (formerly Integromat)
Make is a visual automation platform with advanced data transformation. Best for complex multi-step workflows with branching logic.
Strengths
- ✓Visual scenario builder
- ✓Data transformation
- ✓Error handling
- ✓HTTP/webhook support
Pricing
From $9/mo (Core)
When this makes sense
Lead Qualification automation with Make (formerly Integromat) works best when your team handles this workflow multiple times per week, inputs are consistent enough for pattern matching, and human review of exceptions is part of the process. It is less effective when every instance requires unique judgment or when regulatory requirements mandate human sign-off on every step.
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Want this in production?
Altor builds lead qualification automation for US B2B companies.
We connect to your live systems, ship to production in 3 weeks, and stay until the system delivers measurable impact. Every lead scored instantly. Reps only touch high-fit prospects. Pipeline quality improves measurably within 30 days.