---
name: inbound-lead-qualification
description: Scores inbound leads against explicit fit, intent, urgency, and routing criteria, deduplicates submissions, and produces a cited qualification queue. Use for website leads, campaign responses, demo requests, and sales development triage.
license: Apache-2.0
metadata:
  adlass.categories: "sales-crm/lead-qualification"
  adlass.industries: ""
  adlass.tags: "inbound, lead, qualification, review"
  adlass.adaptation: "mapping"
  adlass.source: "n8n:2580, n8n:8773"
  adlass.version: "1"
---

# Inbound lead qualification

## Purpose

Turn inbound submissions into a consistent qualification queue by evaluating fit, buying intent, urgency, source quality, duplicates, and routing readiness from CRM evidence.

## Scope

Use lead ID, submission timestamp, name, company, email domain, country, employee count, industry, stated need, product interest, budget, timeline, source campaign, consent status, owner, account match, and prior activity.

**Excluded:** contacting leads, enriching records from the web, changing CRM records, and making promises about pricing or eligibility.

## Data basis

- Inbound form and campaign rows with submission fields and consent.
- CRM leads, contacts, accounts, opportunities, activities, and ownership.
- Qualification rubric, territory map, segment definitions, SLA, and routing matrix.

## Result

A lead queue with normalized identity, fit and intent scores, qualification status, route, duplicate link, evidence, and missing-field reason, plus a funnel summary.

## Quality criteria

- Every submission has one disposition or an explicit unresolved state.
- Scores show the rubric factor and source field behind each point.
- Duplicate candidates retain all source IDs and are not merged silently.
- Routing uses only supplied territory, segment, owner, and SLA rules.

## Instructions

Normalize email and company identity without overwriting raw values. Match existing CRM accounts before assigning a new account. Keep fit, intent, and urgency separate. Use the rubric threshold for qualified, nurture, disqualified, and review; never infer budget or authority from job title alone. Consent and suppression rules override routing.

A lead with a matched open opportunity inherits the account context only when the CRM relationship is explicit. Keep campaign attribution separate from qualification outcome. Show the exact missing answer when a lead is routed to review so the queue is actionable.

## Adapt before use

- Map form, CRM, account, activity, and owner fields.
- Add the qualification rubric, territories, segments, SLA, consent, and suppression rules.
- Define duplicate keys, score thresholds, and approved disposition vocabulary.