All use cases Marketing Ops · Lead Operations

BizDev Agent — Real-Time Lead Routing

Real-time lead routing

# BizDev Agent (Lead Routing)

Event-triggered — Claude Code, fires when a lead arrives

The problem

Leads from multiple sources get triaged manually, inconsistently, with delays. The right lead goes to the wrong person — or sits unrouted for a day.

What we build

An event-triggered agent fires the moment a lead arrives. It enriches, scores, routes to the right manager via Slack, and suggests a next step. The team responds to a briefing — not a raw form submission.

  • Fires instantly on form webhook, email trigger, or CRM event
  • Enriches with company context and scores against routing rules in the skill file
  • Routes to the right manager with a structured summary
  • Suggests next step: discovery call, qualification questions, or manual review