Lead Qualification & Pipeline Intake Automation
We engineer complete lead intake workflows—capturing enquiries from web forms and email, normalizing unstructured briefs into validated records, scoring ICP fit, and synchronizing clean data into your CRM and booking tools.
Complete Intake Workflows—Not Standalone Chatbots
Every engagement is scoped around the full journey of an inbound enquiry from first message or form submission to a verified, actionable record in your sales system.
Website Form, Webhook & Inbound Email Intake
Inbound enquiries arrive across landing pages, multi-step forms, and sales inboxes as unstructured free-text briefs.
- Ingestion from Next.js/React forms, Webflow, Typeform, Tally, webhooks, and inbound sales mailboxes
- Structured LLM-assisted extraction of service scope, retainer budget, company size, and timeline into strict JSON schemas
- Automated, polite clarification prompts when mandatory qualification fields are missing
- Designed for B2B marketing agencies and SaaS teams (5–30 staff)
Data Validation, Deduplication & Configurable ICP Scoring
Account executives lose hours on unverified contacts, duplicate submissions, or prospects outside your target budget and ICP.
- Corporate email domain verification and conflict detection between form fields and free-text notes
- Transparent, configurable lead scoring combining explicit rule weights with AI intent classification
- Idempotent deduplication keys so repeat submissions update existing CRM contacts rather than creating duplicates
- Clear qualification explanations attached to every scored lead
CRM Synchronization & Calendly Booking Handoffs
Raw form-to-CRM zaps dump messy notes into your pipeline or expose discovery calendars to unqualified leads.
- Structured Contact, Company, and Deal synchronization with HubSpot, Salesforce, or PostgreSQL/Airtable where supported
- Qualification-based routing: instant Calendly booking handoffs for high-fit leads and nurture paths for lower-tier enquiries
- Real-time Slack or email deal briefs for account executives
- Optional verified Stripe payment event synchronization when paid discovery workshops or onboarding retainers apply
Workflow Reliability, Error Handling & Custom Backend Engineering
Fragile single-step no-code automations silently fail when an API rate-limits or a prospect enters unexpected input.
- Schema validation, dead-letter retry queues, and delivery monitoring so inbound leads are never dropped
- Custom TypeScript / Node.js webhook pipelines and PostgreSQL / Prisma state tracking where standard connectors fall short
- Collaborative, project-based, or white-label implementation for digital and B2B agencies
The 8-Stage Lead Intelligence Engine
Every incoming web form or email enquiry passes through eight structured stages—transforming raw inbound submissions into validated, scored opportunities in your CRM.
Capture
Ingest raw enquiries reliably the moment a prospect reaches out across your active intake channels.
Website contact forms, landing-page webhooks, inbound sales emails, and partner referral submissions.
Parse
Extract intent, entity details, budget signals, and requirements from unstructured text or multi-turn messages.
Extracts company domain, team size, target service or product tier, project timeline, and monthly budget range.
Normalize
Transform messy, free-text inputs into a clean, consistent JSON schema ready for downstream business logic.
Standardizes currency values (USD/GBP/EUR), company size brackets, role titles, and service taxonomy.
Validate
Check contact data, detect missing or conflicting fields, and politely prompt the prospect when critical context is absent.
Verifies corporate email domains, checks for duplicate submissions, and flags missing scope or timeline fields.
Qualify & Score
Apply configurable, transparent business rules and scoring criteria tailored to your exact qualification thresholds.
Scores ICP fit across company headcount (e.g. 5–30 staff), budget floor, decision-maker authority, and timeline.
Route
Direct each lead to the right team member, booking flow, or nurture sequence based on its qualification outcome.
Fast-tracks qualified B2B leads to Calendly discovery booking and AE Slack alerts while routing low-fit enquiries to self-serve resources.
Synchronize
Write structured, deduplicated records into your system of record and link verified calendar or payment events.
Creates or updates Contact, Company, and Deal objects in HubSpot or Salesforce, and syncs Calendly or optional Stripe events.
Monitor & Handle Failures
Guard against silent lead loss with duplicate protection, retry queues, schema validation, and failure alerts.
Catches CRM API rate-limit errors, logs failed payloads safely, and alerts operations so no qualified inbound lead is dropped.
From Raw Enquiry to Structured Pipeline Record
Below is an illustrative end-to-end trace of how Haskra processes an inbound B2B enquiry—from raw form submission to a validated, scored CRM deal and booking handoff.
{
"channel": "web_enquiry_form",
"company_profile": "B2B SaaS (22 staff)",
"service_scope": ["Paid Acquisition", "HubSpot Attribution"],
"monthly_budget_usd": 10000,
"urgency": "Q3 Launch",
"work_email_domain": "verified_corporate"
}- Corporate domain verified; no conflicting company size or budget fields.
- Service need (Demand Gen + HubSpot) matches core agency capabilities.
- Missing field detected: Target CRM seat count → Flagged for discovery agenda.
Fast-tracked to Account Executive Slack channel (#inbound-qualified) and triggered instant Calendly discovery scheduling link.
Upserted Contact, Company, and Deal in HubSpot (Stage: Qualified_Discovery_Booked) with normalized qualification notes attached.
Idempotency key (corporate_email + domain) prevents duplicate CRM deals; dead-letter fallback alerts ops if CRM rate limits occur.