Lead qualification

Turn client website inquiries into qualified leads.

Build an intake service for a client’s website. Configure qualification questions, authorized CRM access, and follow-up steps so the client receives an organized inquiry.

Build your first client product Explore the workflow ↓

Connected tools: HubSpot / Google Drive / Gmail
The result: A CRM contact, an intake folder, and an email explaining how to get started.

See the work
behind the answer.

Follow an example from the customer’s request to the records your agent can create.

The customer’s request

“We’re interested in your design services. Can you send us the next steps?”

Illustrative workflow

Simulated records. This walkthrough does not connect to accounts or send anything.

Step 1 of 4 / HubSpot

Look for the contact

The agent searches the connected CRM for the email address the visitor shares, before deciding whether a new contact is needed.

Existing contacts can be recognized before a new record is created.

HubSpotExample output

Contact lookup

Search: alex@example.com
Example result: No matching contact
Next step: Create a contact from the details the visitor confirmed

Make it work
the way you do.

These are workflows you can configure with MAAP’s supported tools. Your instructions, connected accounts, and permissions determine what your agent can do.

01
Define your intake
Add your services, qualification questions, and approved getting-started information.
02
Connect the workspace
Connect HubSpot, Google Drive, and the client’s authorized Gmail account. Have the agent create the intake parent folder through MAAP; the Drive connection only sees files and folders created through MAAP.
03
Plan for existing clients
Test a returning client, a duplicate contact, and missing details. Define when to stop and ask your team to review.

Where your team comes in

This example organizes an inquiry. It does not accept a client, share a folder externally, send a contract, or commit to scope or pricing. Your team makes those decisions.

Google Calendar, Gmail, and approvals are included from free Starter. New calendar and email actions default to your approval before they run. Other integrations unlock at Pro, with $200 in total top-ups. Connect your accounts, grant the required permissions, and enable the tools for your agent. Usage charges and third-party service requirements apply.