# AI Lead Qualification with Zapier Agents + Jodoo

## Solution handbook

Use this handbook to plan a repeatable lead qualification workflow where Zapier Agents makes the first scoring decision and Jodoo keeps the team record.

## Best fit

- Marketing operations teams receiving inbound leads from forms, inboxes, partner lists, or campaign tools.
- Sales operations teams that need cleaner owner assignment and follow-up tracking.
- Small teams that want an AI-assisted workflow without replacing their system of record.

## Problem

Inbound leads often arrive with uneven context. A rep or operations teammate has to read the message, infer fit, decide priority, assign an owner, and remember the next action. That manual triage adds delay at every handoff.

## Jodoo starter app

- App name: AI Lead Qualification
- Form name: Lead Qualification Record
- Public template URL: not packaged as a one-click clone template
- App ID: 6a1f85776c9c72ae9990793f
- Form ID: 6a1f85989cf23588e17c40ba

Use the blueprint below to recreate or adapt the Jodoo side of the workflow. The starter app is not packaged as a one-click clone template.

## Workflow

1. A lead enters from a form, inbox, partner source, spreadsheet, or Jodoo form.
2. Zapier normalizes the payload and passes the lead details into Zapier Agents.
3. The agent scores the lead using fit, intent, urgency, company relevance, and missing information.
4. The agent returns structured fields, not a loose chat answer.
5. Jodoo creates or updates the lead record with score, tier, owner suggestion, reason, and next action.
6. Hot leads trigger owner notification. Lower-priority leads remain trackable.

## Jodoo record fields

- 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 agent output

## Agent output schema

```json
{
  "ai_score": 0,
  "lead_tier": "hot | warm | nurture | disqualified",
  "fit_reason": "Short explanation for the score",
  "missing_info": ["Missing detail 1", "Missing detail 2"],
  "suggested_owner": "Sales owner or queue",
  "next_best_action": "Recommended next step",
  "follow_up_draft": "Short email or call note",
  "routing_priority": "high | medium | low"
}
```

## Rollout checklist

- Define the scoring rubric with sales and marketing.
- Decide which lead sources can safely enter the agent workflow.
- Open the Jodoo starter app and adapt the fields to your sales process.
- Test with synthetic leads before using real customer data.
- Add a review queue for low-confidence or missing-information leads.
- Configure production owner routing, notifications, and hot lead views.
- Track hot lead response time, owner acceptance, and stale follow-up.

## Success metrics

- Faster first response for high-priority leads.
- Fewer unassigned or stale inbound leads.
- More consistent scoring across campaigns.
- Better visibility into missing lead information.
- Cleaner handoff between marketing operations and sales.