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Lead Qualification Pipeline

Official

by BeMind Labs·Workflow Templates

AI-scored lead routing workflow — qualify, assign, and nurture inbound leads automatically.

Free
4.97.3k
Install in Dashboard

Requires a running UniCore instance

Updated March 1, 2026v1.5.04.9 (201 reviews)7.3k installs
Compatible with:communityproenterprise

About

The Lead Qualification Pipeline is a complete inbound lead management workflow that uses AI scoring to prioritize leads, assigns them to the right sales rep, and starts nurturing sequences automatically.

What's Included

  • Lead capture form → CRM contact creation
  • AI-powered BANT qualification scoring
  • Automatic assignment by territory or product line
  • Multi-step email nurture sequence (5 emails over 14 days)
  • Manager notification for hot leads (score > 80)
  • CRM pipeline stage progression automation
  • Weekly digest report for sales managers
  • How Scoring Works

    Each lead is scored 0–100 based on: company size, industry fit, engagement signals (email opens, page visits), explicit BANT answers, and CRM enrichment data. Leads above 70 are flagged as MQL and auto-assigned.

    Installation

    Installation

    1. Install from **Settings → Plugins**

    2. Go to **Workflows → Templates** — you'll see "Lead Qualification Pipeline"

    3. Click **Activate** and walk through the setup wizard

    4. Customize the stages for your sales process

    5. Configure your nurture email templates under **Email → Templates**

    6. Set assignment rules under **CRM → Routing Rules**

    Customization

    All workflow nodes are fully editable in the visual workflow builder. Common customizations:

    - Adjust scoring weights per signal

    - Add or remove nurture email steps

    - Change assignment logic (round-robin, territory, capacity-based)

    - Set qualification thresholds (MQL, SQL, SAL)

    Reviews(201)

    4.9

    201 reviews

    s
    sarah_m
    Mar 2026

    Lead Qualification Pipeline works exactly as advertised. Integration was smooth and the support docs are excellent. Highly recommend for any team serious about automation.

    d
    dev_kohei
    Feb 2026

    Deployed on our Pro instance in under 10 minutes. The configuration options are flexible and it plays nicely with the existing workflow engine. Would love a few more out-of-the-box templates.

    Version History

    v1.5.0LatestMar 1, 2026
    • Performance improvements and stability fixes
    • Updated compatibility for latest UniCore releases
    v1.4.0Dec 1, 2025
    • New configuration options
    • Improved documentation and examples
    v1.0.0Sep 2, 2025
    • Initial stable release

    Tags

    leadssalesworkflowautomation

    Resources

    More in Workflow Templates

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