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Explore How to Automate Lead Qualification with a Make AI Agent with 5,186 views, 81 likes, and 7 comments. Experience the impact of this video content that has captured audience attention.

Learn how to automate lead qualification with a Make AI Agent, from multi-channel lead capture and qualification criteria to CRM enrichment, outreach, meeting scheduling and follow-up. For marketing, partner, sales development and RevOps teams handling growing lead volumes, this workflow shows how AI lead qualification can reduce manual triage while keeping every action and status visible across the process. In this example, an AI Agent called Scout collects affiliate leads from multiple channels, including forms, LinkedIn and Gmail. It evaluates each contact against defined qualification criteria, enriches HubSpot CRM records with company information from ZoomInfo, creates and updates Trello records, sends personalized outreach, responds to leads, schedules meetings and creates follow-up reminders when someone is not ready to move forward. The use case focuses on affiliate qualification, but the same pattern can support broader lead automation, CRM automation and sales automation workflows where teams need to process inbound contacts consistently at scale. You’ll learn how to: • Capture leads from multiple channels into one qualification workflow • Define lead qualification criteria such as company domain, annual revenue, tax ID or location • Automatically disqualify contacts that do not meet your criteria • Enrich HubSpot CRM records with external company data • Keep lead activity and statuses organized in Trello • Automate personalized email outreach and responses • Schedule meetings automatically when a lead is ready to connect • Hand qualified opportunities back to the human owner at the right moment • Set future follow-up reminders when a lead wants to reconnect later • Keep actions and status changes logged throughout the workflow CHAPTERS 00:00 Automating lead qualification across multiple channels 00:54 Defining the AI Agent and qualification workflow 01:30 Capturing leads from forms, LinkedIn and Gmail 01:53 Applying lead qualification criteria automatically 02:14 Enriching HubSpot CRM with ZoomInfo data 02:37 Automating outreach and meeting scheduling 03:00 Handling postponed leads and follow-up reminders In the example shown, Scout is presented as saving 50–70% of the affiliate manager’s qualifying time, allowing the human owner to focus on relationship-building and strategy rather than repetitive lead processing. Product note: this video was recorded in 2025 and shows an earlier Make AI Agents experience. The underlying workflow pattern remains relevant, but use the current Make AI Agents resources below for the latest product experience. Explore Make AI Agents: https://www.make.com/en/ai-agents See the full Affiliate Qualifying Agent guide: https://www.make.com/en/how-to-guides/how-to-build-affiliate-qualifying-ai-agent-with-make Explore AI sales automation with Make: https://www.make.com/en/solutions/automate-sales

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