Agentic AI: strategic impact on processes

Use case: Lead Qualification

Unstructured

20 days
(160 hours)
  • Leads aren’t evaluated.
  • Data is scattered and lacks history.
  • Proposals are created without context.
-65%

Structured

7 days
(56 hours)
  • Leads are analyzed manually.
  • Sales policy guides the definition of ideal customers.
  • Pre-sales analysts manually record information in the CRM.
-71%

Automated

2 days
(16 hours)
  • Leads provide more detailed information.
  • The system identifies whether the lead is new or a duplicate.
  • Automated nurture cadence.
-98%

Agentic

Minutes
  • Automated lead nurturing.
  • Instant Lead Scoring.
  • Discard leads with no sales fit.
  • Prioritize leads with strong sales fit.
  • Accelerate the sales cycle.

Example of an AI Agents-orchestrated workflow for Lead Qualification

Stage
Pain points
Automated activities
AI Agents
Screening

Pain points

Leads come in from different channels with inconsistent data.

Limited visibility and rework when organizing information.

Difficulty quickly identifying high-potential leads.

Automated activities

Enrich company, department, and/or contact information using external data sources and internal databases.

Automatically consolidate duplicate records and update missing fields.

Automatically register new leads and organize them instantly in the pipeline.

Lead Nurturing Agent
Leads on standby

Pain points

Leads have complete data but no clear prioritization.

No standardized criteria to decide who to contact first.

Time wasted on cold or low-potential leads.

Automated activities

Apply automated Lead Scoring based on profile and engagement.

Prioritize leads with stronger fit and purchase intent.

Continuously update each lead’s status based on behavior and history.

Lead Scoring Agent
Contact attempt

Pain points

Generic outreach with no context.

Time lost on manual follow-ups.

Inconsistent logging of interactions.

Automated activities

Recommend personalized outreach based on lead data and history.

Automatically populate CRM messages and follow-ups.

Log interactions and update contact status.

Sales Copilot Agent
Successful contact

Pain points

No consolidated history after the conversation.

Difficulty defining next steps.

Rework updating the CRM.

Automated activities

Automatically generate a contact summary and log it on the card.

Identify next steps based on interest and fit criteria.

Update status and notify the team about lead progress.

Sales Copilot Agent
Qualified

Pain points

Inconsistent qualification criteria across SDRs and Sales.

Limited visibility into leads ready for outreach.

Delays handing off to the Sales team.

Automated activities

Automatically validate fit and interest criteria.

Route the qualified lead to the responsible sales rep.

Log insights and history in the CRM to keep the deal moving.

Lead Scoring Agent
Discarded

Pain points

Discarded leads with no learning for the team.

No feedback on disqualification reasons.

Lost opportunities for future re-engagement.

Automated activities

Automatically log the discard reason.

Generate feedback reports to optimize the qualification process.

Adjust AI criteria based on historical patterns.

Sales Feedback Agent

Meet the AI Agents that support your Lead Qualification process

Each AI Agent helps speed up decisions, keeps your team focused on the right leads, and accelerates time to value for your customers.

Lead Nurturing Agent

Enriches lead information with internal and external data.

Automated activities:

  • Enrich company, department, and contact information
  • Automatically consolidate duplicate leads and update missing fields.

Sales Copilot Agent

Helps SDRs with context and recommendations based on historical data and ICP.

Automated activities:

  • Generate contact history summaries
  • Recommend personalized outreach and scripts
  • Automatically populate CRM fields

Lead Scoring Agent

Analyzes variables to score against the ICP and prioritize leads.

Automated activities:

  • Calculate fit and interest scores
  • Identify leads ready for outreach
  • Automatically route to the responsible SDR

Lead qualification 75% faster

AI Agents reduce screening and enrichment time from days to minutes, speeding up the handoff of high-intent leads to your Sales team.

+40% increase in qualified lead conversion

Automated Lead Scoring and Sales Copilot improve outreach accuracy and prioritize the right contacts.

100% visibility into the qualification pipeline

No lead falls through the cracks. Real-time dashboards and reports eliminate side spreadsheets and enable decisions based on reliable data.

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Become a Pipefy expert: master building AI agents and take your processes to the next level.

Learn hands-on how to create, automate, and scale your end-to-end processes in Pipefy Academy.

What you’ll learn:

Create and organize your processes

Build forms and portals to centralize requests. Structure pipes and cards to track work with clarity and control.

Manage information with ease

Build custom databases and keep your team’s data always up to date and connected.

Automate and accelerate results

Eliminate manual tasks with automations, AI agents, and email tools that work for you.

Analyze and improve your operation

Create reports, interfaces, and dashboards to visualize metrics, spot bottlenecks, and make data-driven decisions.

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Get answers, learn more, and connect with other experts.

Join conversations, share best practices, and discover new ways to level up your processes.

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Frequently asked questions

If you need help, we’re here to guide you and provide full support

How does Pipefy automate lead qualification?
CRM AI Studio uses AI Agents to enrich information, apply Lead Scoring, and automatically prioritize the contacts most likely to convert.
Can AI prioritize the hottest leads?
Yes. The Lead Scoring Agent assigns scores based on business rules, behavior, and history—so your team stays focused on the right contacts.
Does the system recommend next steps based on history?
Yes. The Lead Nurturing Agent analyzes interaction data and discard reasons to recommend the best outreach approaches and messages.
Can I integrate Pipefy with my marketing channels and lead capture sources?
Yes. CRM AI Studio integrates with Facebook Leads, website forms, and other platforms to automatically route new leads into the qualification flow.
Can I qualify leads automatically via WhatsApp or my website?
Yes. You can connect an AI model to WhatsApp or website forms for automated qualification and direct CRM logging.
Does Pipefy replace my current CRM?
Yes—but not necessarily. You can integrate Pipefy with your existing CRM—such as Salesforce, HubSpot, or Pipedrive—and use AI Studio for complementary processes and AI agent execution.
Does Pipefy provide dashboards and reports to track results?
Yes. CRM AI Studio dashboards show qualification metrics, response time, and SDR performance in real time.
Can I integrate CRM AI Studio with BI and external tools?
Yes. The platform has an open API and native integrations with Power BI, Looker, and other systems for deeper analysis.
What happens to discarded leads?
The Sales Feedback Agent logs discard reasons and uses that data to continuously improve qualification criteria.
How long does it take to implement Pipefy AI Agents for CRM and see results?
On average, Pipefy agents are configured in minutes, and use cases—regardless of focus—can be implemented in up to 20 days. That makes Pipefy the fastest no-code AI solution on the market for orchestrating business processes and delivering results in days—not months.

The platform global leaders trust to innovate and scale

Pipefy is one of the most respected platforms on the market, recognized by leaders for its innovation, robustness, and operational impact.

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