Automating Your Sales Pipeline: How to Build a Lead Qualification Agent

Introduction

In sales, speed is everything. The difference between closing a deal and losing it often comes down to how quickly you respond to an inquiry. Yet, most teams are stuck manually copying data from forms to CRMs, researching companies, and playing email tag to schedule meetings.

With Kilo, you can automate this entire chaotic process. By deploying a specialized agent—like "Leo," our pre-built Lead Qualification Specialist—you can turn your website into a 24/7 sales machine.

The Shift: Manual vs. Automated

Why switch to an AI workforce? The efficiency gains are immediate. Here is how a Kilo agent transforms the standard sales workflow:

Step 1: Connect Your Stack

Your agent is only as powerful as the tools it can access. For a robust sales agent, you will need to connect the following via Kilo’s Integration Hub:

• Salesforce or HubSpot: To create new leads, update opportunity stages, and log activities.

• Calendly: To check availability and send booking links to qualified prospects.

• Slack: To notify your human sales team instantly when a high-value lead books a demo.

• Gmail: To send personalized follow-up emails if the lead isn't ready to book immediately.

Step 2: Define the Logic

You can build this workflow using our Natural Language Builder by simply typing:

"Create an agent that engages website visitors, asks qualifying questions about budget and timeline, creates a lead in Salesforce, and if the budget is over $10k, offers a Calendly booking link."
However, for precise control over who gets a meeting, you can use the Visual Workflow Editor to define conditional logic.

Configuration Example: Lead Scoring Logic

Below is a conceptual JSON snippet of how a Kilo agent evaluates a lead's budget before deciding whether to book a meeting or just send an email:

{
  "node_type": "conditional_logic",
  "input_variable": "user_budget",
  "conditions": [
    {
      "operator": "greater_than_or_equal",
      "value": 10000,
      "action": "trigger_calendly_invite",
      "tag": "qualified_lead"
    },
    {
      "operator": "less_than",
      "value": 10000,
      "action": "trigger_nurture_email_sequence",
      "tag": "nurture_track"
    }
  ],
  "fallback": "escalate_to_human"
}

This logic ensures your sales team only spends time on high-value meetings, while smaller leads are automatically nurtured.

Real World Impact

Teams using this exact workflow are seeing massive productivity gains. Instead of spending their day on data entry, they are focusing on closing deals.

"As a non-technical founder, I was able to build a lead qualification agent that integrates with our CRM in a single afternoon. Kilo is incredibly powerful yet so simple to use."

— Michael B., Founder, LeadGen Solutions

Conclusion

Building a lead qualification agent doesn't require months of development. With Kilo, you can set up "Leo," connect your CRM, and start qualifying leads in under 30 minutes.

Ready to automate your sales pipeline?

[Start Building Free] and create your first agent today.