Automate lead qualification
Qualify inbound leads the moment they arrive.
Qualifying inbound leads by hand means enriching each form fill, judging fit and intent, and routing it — and by morning the hot ones are already talking to a competitor.
Relay.app works every lead the second it lands, so none sit cold in an overnight queue: Apollo enriches the submission, Claude scores fit and intent and ranks it hot, warm, or cold, an SDR gives the hot ones a quick yes/no, qualified leads become deals in HubSpot, and #revenue gets a one-line summary.
Here's how it works, step by step
Every demo request fires the workflow, day or night
- The second someone hits "Request a demo" in Google Forms, the workflow fires — even at 2 AM on a Sunday.
- Time-to-first-touch starts at zero: no inbox queue, no "oh, this one came in last week".
Enrich the lead, then let AI score fit and intent
- Apollo fills in the firmographics the form never asks for — company size, industry, and role seniority.
- Claude scores fit and intent on two 1-5 axes and ranks the lead hot, warm, or cold, with a one-line reason the SDR can act on.
Each tier takes its own path
- Hot: the SDR gets a Slack DM with the score and reason, approves in a tap, and the lead becomes a deal in HubSpot with #revenue notified.
- Warm: solid but not on fire — created as a deal in HubSpot automatically and posted to #revenue, no review needed.
- Cold: not a fit right now — it drops into a nurture sequence in HubSpot instead of a deal. Click any tab above to see what runs.
Make it yours in Relay.app
Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.
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SalesLeadershipEmail Triage
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PeopleRecruitingMeeting Briefing Generator
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Every call ends with the recap sent and the action items already tracked — not a transcript you'll get to later.
SalesCustomer SuccessOrder Fulfillment
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OperationsFinancePayment Processing
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OperationsFinancePerformance Reviews
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SalesSales Quoting
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SalesFinanceTicket Backlog Reporting
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SupportLeadership
