Introduction to Lead Intelligence

Lead Intelligence automates lead qualification, scoring, and valuation using flexible IF/THEN rules and AI insights. In minutes, you can filter out low-quality leads, highlight revenue-driving opportunities, and trigger actions across WhatConverts and ad platforms. The result: faster workflows, more accurate reporting, and smarter campaign optimization.

Why Use Lead Intelligence?

Manual lead qualification can be time-consuming, inconsistent, and often left undone. Without it, marketers and agencies can’t see which leads are valuable, budgets get wasted, and ad platforms optimize blindly.
Lead Intelligence solves this by making qualification automatic and scalable:

• Save hours every day. Automate lead qualification, scoring, and valuation. No more manual review of calls, forms, or chats.
• Filter out junk leads. Automatically flag spam, duplicates, wrong numbers, and unqualified inquiries before they hit reports or ad platforms.
• Optimize campaigns with revenue clarity. Send only qualified, high-value leads back to Google Ads, Meta, or Bing as conversions, training algorithms to prioritize revenue instead of volume.
• Turn AI into a qualification engine. Analyze real lead interactions using AI to uncover insights like intent, urgency, or desired service. Use these signals to automatically qualify leads and optimize campaigns around what truly drives revenue.
• Optimize your sales process. Use AI-powered Lead Intelligence to evaluate how sales teams handle calls, from answering to overcoming objections. Gain visibility that keeps teams accountable, improves processes, and reduces revenue lost from poor follow-up.

Key Features and Functionalities

Lead Intelligence allows you to create the following types of rules:

• Lead Qualification: Define the conditions that make a lead quotable or unqualified.
• Lead Scoring: Assign numeric scores to leads based on conditions you define. Automatically increase or decrease scores to reflect lead quality.
• Lead Valuation: Automatically attach or adjust Quote Value and Sales Value according to the lead details captured, so leads are tied directly to real revenue.
• Ask AI: Use Ask AI to analyze call transcripts, chats, and forms, then extract marketing or sales insights for use in other rules and reporting.
• Data Enrichment: Populate or update Custom Fields based on lead interactions or conditions, creating richer datasets for reporting, qualification, and automation.
• Ad Platform Sync: Customize the leads sent as conversions to Google Ads, Meta, or Bing to power value-based bidding. Send only qualified, high-value leads.
• CRM and Workflow Automation: Automate sending lead data to CRMs or other systems via Endpoints and Webhooks, ensuring clean data flows.
• Spam and Duplicate Filtering: Detect and flag spam, duplicates, or invalid leads automatically, preventing skewed reporting and wasted ad spend.

Examples of How Businesses Use Lead Intelligence

• Agencies: Automate client lead qualification to prove ROI with confidence. Filter junk, qualify high-value leads, and send only the best to Google Ads for smarter bidding. This reduces manual work and removes lead qualification as a bottleneck, making proving ROI much easier.
• Sales teams: Gain visibility into how calls are handled, identify missed opportunities, and hold reps accountable. Lead Intelligence ensures fewer valuable leads are lost to poor follow-up and more convert into revenue.
• Business Owners: Ensure every lead is automatically tied to a Quote Value or Sales Value. Gain certainty into revenue drivers, identify whether sales or marketing is responsible for conversion gaps, and make smarter budget decisions.