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Automation guide

How to Automate Lead Qualification with Zapier

Score and route inbound leads by querying CRM data, firmographic signals, and fit criteria automatically.

The problem

Sales teams waste 70% of their time on leads that will never convert. Manual qualification is slow, inconsistent, and non-scalable.

The outcome

SDRs only touch qualified leads. Conversion rates improve. CRM data stays fresh without manual input.

The tool

Zapier — The most widely used no-code automation platform.

How it works — step by step

  1. 1

    New lead arrives in CRM or via web form

  2. 2

    AI enriches the lead with firmographic and intent data

  3. 3

    Scoring model assigns fit tier (hot / warm / cold)

  4. 4

    Lead is routed to appropriate rep or nurture sequence

About Zapier

The most widely used no-code automation platform. 6,000+ app integrations. Best for connecting SaaS tools without code.

Strengths

  • 6,000+ integrations
  • No code required
  • Reliable triggers
  • Large ecosystem

Pricing

Free tier. Paid from $19.99/month.

Documentation ↗

Related guides

Want this in production?

Altor builds lead qualification automation for US B2B companies.

We don't hand off code and disappear. We connect to your live systems, ship to production in 3 weeks, and stay until the system delivers measurable impact. SDRs only touch qualified leads. Conversion rates improve. CRM data stays fresh without manual input.

Email us your workflow →