Automate AI lead qualification and CRM sync

About this playbook

Get truly qualified, engaged leads directly into your CRM. This playbook builds your AI-powered lead qualification workflow.

It automatically extracts prospects showing interest (liking your LinkedIn posts and following you), uses AI to pinpoint decision-makers matching your ICP, and sends only the best directly to your CRM.

Step-by-step guide

1. Extract engagement signals: Use the LinkedIn Post Likers Export and the LinkedIn Profile Follower Collector to get prospects showing interest.
2. Combine & prepare your lead list: In your leads database, combine all extracted engagers and followers into one list.
3. Qualify your ICP leads using AI: Use the AI LinkedIn Profile Enricher. Input your combined list and a tailored prompt to automatically identify leads matching your ICP (e.g., decision-makers).
4. Filter for top ICPs: Filter your leads database to keep only the AI-identified ICP matches.
5. Sync qualified leads to your CRM: Use the HubSpot Contact Sender to send your highly qualified list directly to your CRM.