CHATBOTS
Intercom bot qualifies the lead, then books a demo or routes low-fit to nurture
The bot asks two qualifying questions in Intercom, scores the lead, and either books a Zoom demo with calendar confirmation for a fit or hands a low-fit visitor a self-serve…
How it runs
The automated pipeline, trigger to output.
- TriggerVisitor requests a demo in IntercomIntercom
- ActionAsk qualifying questions as quick repliesIntercom
- LogicScore fit and branch qualified vs. nurture
- ActionQualified: book calendar slot and create Zoom meetingZoom
- OutputNurture: share resource in chat and tag contact in HubSpotHubSpot
What it does
Gates demo booking behind lightweight qualification. The bot asks company size and timeline in the chat, decides whether the visitor is sales-ready, and branches: qualified visitors get a real booked Zoom demo, everyone else gets a helpful resource and is tagged for nurture instead of burning a rep's calendar.
When to use it
Use this when your reps' demo slots are being eaten by tire-kickers. It is for teams that want chat to do first-pass qualification so only fit leads reach a live calendar.
How it works
- 1A demo request in the Intercom Messenger starts the flow.
- 2The bot asks two qualifying questions (team size, timeline) as quick replies.
- 3A logic step scores the answers against your fit threshold.
- 4If qualified, it books a Google Calendar slot and creates a Zoom meeting, then confirms both in the chat.
- 5If not qualified, it shares a self-serve product tour link in the chat and upserts the contact in HubSpot with a "nurture" tag.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect ZoomMeetings, recordings, transcripts.
- 4Connect HubSpotCRM, deals, marketing, support.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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