Lead Qualification
Qualify inbound leads the moment they arrive.
Inbound demo requests arrive at all hours, and by the time an SDR opens the form submission in the morning, half the leads have lost interest and the other half are already talking to a competitor. This workflow handles it: the moment someone submits a demo form on Google Forms, Relay.app enriches them via Apollo, Claude scores fit and intent, an SDR gives a quick yay/nay on the top tier, qualified ones land as deals in HubSpot, and the SDR pings #revenue with a one-line summary.
Every demo request fires the workflow, day or night
Every Relay.app workflow starts with a trigger — a signal that tells it when to run. Here it's a Google Forms submission: the second someone hits "Request a demo," the workflow kicks off, even at 2 AM on a Sunday. No more inbox queues, no more "oh, this one came in last week." The lead's time-to-first-touch starts at zero.
Enrich the lead, then let AI score fit and intent
Apollo fills in the firmographics — company size, industry, role seniority — that the form never asks for. Then Claude scores fit and intent on two 1-5 axes and tags the lead A, B, or C, with a one-line reason your SDR can actually use. Swap either step and the rest of the workflow keeps running.
SDR gives the nod, qualified leads land in the CRM
Tier-A leads get a Slack DM to the on-call SDR with the score, the reason, and an approve/reject button — a 10-second decision. Approved leads become deals in HubSpot, with the enrichment and score notes attached. Tier B's flow through automatically without a review; tier C's drop into a nurture list. Pick your CRM, same shape.
Ping the team with the one-line summary
The workflow posts a single line to #revenue: name, company, tier, the reason Claude flagged it. The on-call SDR sees the new deal land and knows whether it's worth replying tonight or scheduling for Monday. Same summary, drop it in Teams, Discord, or as an email digest — your channel.
Make it yours in Relay.app
Start from this template and adapt it to your stack and your team. Relay.app's copilot picks up from here — swap any app, change the AI model, tweak the trigger, whatever fits your use case.