Lead qualification AI agents, wired into your CRM
Deploy AI agents that research leads, run qualification over Gmail + WhatsApp, enforce your eligibility gates, and update HubSpot/Pipedrive before handing off to humans.
Built for strict gates and high inbound
If your inbound is high-volume and low-quality, the bottleneck is qualification - not lead capture.
ezenciel turns your criteria into an enforceable workflow: what to ask, what to verify, what to record, and when to involve a human.
Eligibility gates
Define required fields, disqualifiers, and reason codes. The agent enforces them consistently.
Research + enrichment
When needed, the agent looks for light public evidence (website, references) and asks for missing details - without inventing facts.
Gmail + WhatsApp qualification
Run fast, controlled conversations across inbox and WhatsApp to collect the info you actually need.
CRM updates (HubSpot/Pipedrive)
Write structured notes, fit signals, and handoff outcomes directly into your pipeline.
Human-in-the-loop approvals
For edge cases or risky claims, the agent asks for approval before sending and logs what was approved.
Knowledge from your materials
Agents can read PDFs, listen to audio, and learn from product docs and calls to answer accurately.
How it works
A controlled loop: fast responses, strict criteria, clean CRM handoff.
Lead arrives
From ads/forms/email/WhatsApp - usually incomplete.
Research + qualify
Collect required fields and run light research when helpful. No guessing; uncertainty triggers questions.
Human approval (when needed)
If the response could be risky (pricing, commitments, facts), a human reviews before sending.
Update CRM + escalate
Write structured outcomes to HubSpot/Pipedrive and escalate only qualified leads.
Integrations you already use
Designed to work inside your existing sales stack - not replace it.
HubSpot / Pipedrive
Create/update records, add notes and reason codes, and escalate to the right owner.
Gmail
Handle inbound and outbound threads with controlled templates and approvals.
Qualify faster in the channel many leads actually respond to.
Documents + audio
Read PDFs and listen to audio to ground answers in your source material.
Web research
Light enrichment from public sources to assess fit (website, projects, company footprint).
Human handoff
Escalate qualified leads with context, evidence, and next steps already captured.
FAQ
Send us your lead qualification gates
Copy/paste your disqualifiers, required fields, and escalation rules. We'll reply with clear next steps and a proposed qualification workflow.