Example workflow · illustrative, not a customer case study

Qualify and route inbound demo requests

🏢 B2B SaaS👤 Head of Sales / RevOpsDifficulty: MediumSales & Prospecting

The problem

Inbound demo requests sit in a queue for hours, reps waste time on poor-fit leads, and hot accounts go cold before anyone replies.

1
Engage visitors on the website
An AI SDR agent greets high-intent visitors and asks qualifying questions in chat.
Piper by Qualified
2
Enrich the lead
Company size, industry and tech stack are pulled into a table so the lead can be scored against the ICP.
Clay
3
Route and book
Qualified leads are pushed to the CRM, the owning rep gets a Slack alert and a meeting is offered.
Piper by Qualified Zapier Agents

Faster first response on good-fit leads and fewer unqualified meetings on the calendar.

Qualitative. We do not publish time-saved or ROI figures until we have measured them.

Website conversation and qualification

Qualified

AI SDR agent that converts inbound leads.

Enrichment and scoring

Infrastructure to get any data, run agentic workflows and launch GTM plays.

CRM + Slack glue

Zapier

AI teammates that work across 8,000+ apps.

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