# Make + Jodoo Lead Qualification Handbook

## Use Case

Use Make to receive inbound lead payloads through a Custom webhook, send structured qualification fields through an HTTP module, and write the result into Jodoo so sales teams can review score, tier, owner, and follow-up from one record.

## Workflow

1. A lead enters Make through a Custom webhook.
2. Make passes the payload into an HTTP request that calls the Jodoo writeback endpoint.
3. The workflow sends contact details, company context, qualification score, lead tier, and follow-up guidance.
4. Jodoo stores the lead record with score, tier, fit reason, owner, next action, routing priority, and original workflow output.
5. Sales teams filter hot leads, review missing information, and route follow-up from Jodoo.

## Jodoo Record Model

- Record title
- Lead source
- Contact name
- Company
- Email
- Campaign
- Message or request
- AI score
- Lead tier
- Fit reason
- Missing information
- Suggested owner
- Next best action
- Follow-up draft
- Routing priority
- Review status
- Original workflow output

## Make Setup Notes

- Use a Custom webhook as the trigger.
- Use an HTTP module for the Jodoo writeback call.
- Keep the request body as JSON.
- Keep the output field names stable so the Jodoo app can store them reliably.
- Test with synthetic leads before using production traffic.

## Rollout Checklist

- Decide which lead sources should trigger the Make webhook.
- Agree on scoring thresholds and lead tiers.
- Map every Make payload field to a Jodoo field before production use.
- Test the Run once path and confirm a Jodoo data ID or visible record.
- Add review queues for missing information or low-confidence decisions.
- Add owner notifications after the field model is stable.
