When a lead calls after hours, submits a form, or clicks your ad, QualifyIQ can trigger a qualification workflow through the channels and systems your team already uses — then route the lead, support booking, and hand off a structured brief to the right person.
James Hartley · Web form
Workflow trigger received
WhatsApp · 2 seconds
online
James Hartley · Qualified lead
30 min · Video call
30 min · Video call
30 min · Video call
Calendar invite sent to James · Friday 11:30 AM
They go cold when follow-up is slow, unstructured, or missing context. QualifyIQ is designed for teams that need to respond, qualify, route, and brief leads without relying on manual intake alone.
Inbound interest can arrive when the team is not available to respond.
Calls often start with basic intake instead of a useful conversation.
The same questions are asked again and again before anyone knows whether the lead is a fit.
QualifyIQ connects to the customer's lead sources, messaging channels, CRM or records system, calendar, and team notification tools. It handles the qualification loop, supports booking, and hands off a structured brief.
Examples: web form, ad lead, missed call, manual entry, webhook, CRM event, or integration trigger.
Examples: WhatsApp, Instagram DM, Telegram, email fallback, or another configured communication path.
QualifyIQ asks structured qualification questions, captures answers, and applies the configured logic.
The lead can choose from available slots or be routed to the next step based on the customer's booking process.
A structured lead brief can be sent to Slack, Teams, CRM notes, email, or another configured destination.
Connect lead sources, messaging channels, customer records, booking tools, and team alerts through the client's existing stack.
Supports qualification workflows through WhatsApp, Instagram, Telegram, or email fallback, depending on implementation scope.
Customer-specific questions, rules, and routing logic to qualify intent before handoff.
Slot selection, calendar routing, or handoff based on the customer's booking process.
A structured summary of the lead's answers, intent, score, and recommended next action.
Write qualified lead data back to the configured CRM, spreadsheet, database, or workflow system.
QualifyIQ can be implemented through APIs, webhooks, workflow automation, enterprise integration platforms, or the customer's existing automation layer.
n8n-style workflows, Zapier, Make, or similar automation layers.
Workato, MuleSoft, custom middleware, or API-led implementation.
CRM, spreadsheets, databases, calendars, messaging channels, and team notification tools.
Route qualified leads to the right person or system when the workflow needs review.
QualifyIQ is configured around the way each business receives, qualifies, routes, and books leads. These workflows show common patterns that can be adapted to different teams, channels, and systems.
Inbound buyer, tenant, or investor enquiries can be qualified before agent handoff. The workflow can capture budget, area, property type, timeline, financing status, and preferred viewing or consultation slots.
Candidate enquiries and applications can be structured before recruiter review. The workflow can capture current role, notice period, salary expectations, location preference, key skills, and availability for screening.
Treatment or appointment enquiries can be routed through intake, booking, and follow-up steps. The workflow can capture service interest, preferred appointment type, availability, urgency, and relevant non-clinical context.
Consultation requests can be qualified before advisor or legal team handoff. The workflow can capture service need, urgency, case type, expected value, preferred consultation time, and routing criteria.
Each workflow is adapted to the customer’s lead sources, qualification rules, booking process, CRM, and team notification setup.