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Qualify inbound leads

Give inbound leads
the right next step.

As leads arrive through your CRM, each one gets a company fit check, research on the person and a follow-up.

Request a demo See the workflow
THE REQUEST“We want more consistent account coverage.”Demo request · fictional example
Acme Corpacme.example
DW
Dana WhitfieldVP of Revenue Operations
Contact Qualification
EvaBuild with Eva
Account Research
Salesperson illustrationYour team
Fictional inbound example
Saved audienceContact filterRequest note
YOUR CRM AUDIENCE

Choose which inbound records to work.

Start with a saved view of inbound contacts from your CRM, or apply a supported filter. Keep the original request in the contact record so your team has the context for the next conversation. Explore CRM integrations.

Fictional demo data.

QUALIFY + RESEARCH

Qualify the company and the person.

Check company fit, then research the account and qualify the existing contact against your buyer personas. Add contact research and Play Copywriting for the follow-up. The person is already known. Explore contact qualification.

Fictional demo data.

What you get at each step Example
  1. 1Schedule
    From your CRM
    Qualify new inbound accountsActive
    Any account that lands in the inbound view gets qualified before a rep sees it.
    Audience
    Inbound, last 7 days
    Runs
    Realtime
    Last run
    6 minutes ago
    Checks
    Every 5 min
  2. 2Account Qualification
    Account
    Acme Corpacme.com
    ICP: YesCriteria met
    • Uses Salesforce
    • Multi-entity organization
    • Actively hiring RevOps
    • Headcount 500+
  3. 3Account Research
    Account
    Acme Corpacme.com · Score 85
    Signals found
    • New RevOps leadership hireA VP Revenue Operations started in June
    • CRM consolidation program3 RevOps roles name a platform migration
  1. 4Contact Qualification
    Contact
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesMatches the RevOps Leader persona: VP level, owns the revenue systems budget
  2. 5Play Copywriting
    Play
    Cold call: opening trackGenerated
    For Dana WhitfieldGenerated playOpener: “Dana, I'll be quick. You're hiring three RevOps people while running six entities on Salesforce. Most teams at that point are stitching data by hand.”If pushback: “What's the current process for keeping the regional records in sync?”
  1. 6HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountAcme CorpICP StatusAccount ScoreResearch answers+ Map any other field
    ContactDana WhitfieldIBP StatusCold call: opening track+ Map any other field
Account researchContact insightsCallEmail
RELEVANT FOLLOW-UP

Follow up on what brought them here.

Bring the request, company research and contact context into the follow-up. Explore this fictional example from the original note to a call opening and email your seller can review. Explore personalized plays.

Fictional demo data.

BUILD WITH EVA

Define the follow-up with Eva.

Tell Eva which inbound records to work and what a useful follow-up requires. Review the proposed steps, qualification criteria and suggested next choices before creating the workflow. Explore Eva.

Illustrative Eva proposal. Fictional demo records.

Account mappingContact mappingTrigger
TRIGGER + CRM MAPPING

Choose when the work starts.

Choose a schedule or audience-entry trigger. Map supported research and play fields back to your CRM. Request ingestion, workflow processing and CRM output are separate steps. Review the workflow.

Fictional demo data.

Eva, anywhere

Your team works with Eva anywhere, not only in Evergrowth

It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.

  • Slack
  • Microsoft Teams
  • ChatGPT
  • Claude
  • Microsoft 365 Copilot

In Slack and Microsoft Teams

In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams

In ChatGPT, Claude and Copilot

The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot

Understand the qualification decision.

Luzmo used agent explanations to examine account fit and refine its ICP.

“What your agents did was giving an explanation about why yes, why no, why I don't know.”

Jonathan Wuurman Jonathan Wuurman, VP of Growth, Luzmo
Read the Luzmo story
A reason to call
Give reps relevant context and more confidence.
Useful account context
Understand why an account fits before the next conversation.
What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

Questions about inbound qualification

Does this replace our forms or marketing platform?

This example starts with inbound account and contact records connected through the CRM. Your forms and campaigns remain the source of those records; Evergrowth handles the qualification, research and play preparation you configure.

How quickly does an inbound workflow start?

Choose a schedule or an audience-entry trigger. The audience-entry option checks for new matches every five minutes and processes each record at most once a day. This is the check cadence, not a guarantee that all research finishes within five minutes.

Can the follow-up refer to the original request?

Yes, when the request is supplied through fields or context available to the configured work. Check which CRM fields are accessible; do not assume every form answer is carried over automatically.

Can we stop work on leads outside our ICP?

Use Account Qualification and a supported condition to control which records continue. Choose the research and contact work for the matching path. Qualification does not by itself delete the lead or change its CRM owner.

Do we need to find a new contact for every inquiry?

The example works with the known inbound contact and their account. Qualify and research that person first. Add contact finding only when you need broader account coverage.

Does the workflow assign the lead and send a response?

The example qualifies, researches and prepares a follow-up play. Lead assignment and message sending are separate from those steps. Map supported outputs to the CRM and use the ownership and outreach process your team has configured. Explore integrations

Make inbound easier to act on.

Bring your inbound audience and the questions your sellers need answered.

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