Cross-industry · Reference architecture
AI + HubSpot CRM integration for lead qualification
Automatic lead enrichment with public info, AI-based signal scoring, smart assignment to sales. Replicable setup on Pipedrive, Salesforce.
Transparency note: The cases published here are technical implementation scenarios: internal PoCs, pilots with synthetic or anonymized data, and reference architectures. As real customer projects reach production, we replace them with named cases with permission.
The challenge
A B2B company received 500 leads/month from the website, but the sales team spent days qualifying them manually. Many quality leads were contacted late, lost to competitors.
Our solution
Automatic pipeline: every new lead in HubSpot triggers a workflow that enriches data (Clearbit, public LinkedIn, company site), calculates an AI-based score from signals (company size, role, interest context), assigns to the best BDR. All through the AI Gateway to avoid exposing PII to external services.
Tech stack
Measured results
- Lead qualification speed 3x vs manual process
- +45% MQL to SQL conversion in first 3 months
- Enriched data available to sales in <30 seconds from signup
- Balanced load distribution among BDRs
- Zero PII exposed in clear thanks to the AI Gateway
- Replicable setup in ~2 weeks on Pipedrive and Salesforce
Lessons learned
- •Enrichment must be gated behind explicit GDPR consent rules
- •AI scoring must be recalibrated quarterly: signals shift over time
- •Sales must be able to override the AI — or they stop trusting it