AI Agents for Auto-Qualifying Prospects and Syncing to CRM

What does this AI Agent workflow deliver?

Automatically searches LinkedIn for companies that match your Ideal Customer Profile (ICP), enriches each with key data, uses AI to score how well they fit your criteria, de-duplicates against your CRM, and writes the results to a Google Sheet or directly into your CRM. The result is a ready-to-prospect list of accounts without hours of research.

Outcome: A continuously updated, prioritized list of high-fit prospects, delivered to your sales team with zero manual hunting or data entry. Your reps can spend time closing, not researching.

Why does it matter?

B2B teams waste countless hours scrolling LinkedIn and guessing which companies to target. In fact, 90% of B2B teams still spend hours manually researching prospects on LinkedIn – time that could be spent engaging leads. This workflow tackles several pain points:

• Manual Prospecting Grind: Sales reps can spend 2-3 hours a day combing through profiles and company info. Solution: An AI Agent acts as a virtual researcher, scraping LinkedIn (or Sales Navigator) for companies that meet your filters (industry, size, keywords) and extracting data (headcount, location, LinkedIn URL, etc.). Hours of LinkedIn research are compressed into minutes by AI.
• Subjective Qualification: Without data, reps rely on gut feel to qualify leads, leading to inconsistent results. Solution: The AI scoring agent evaluates each company against your ideal profile (e.g., does their tech stack, hiring trend, or revenue range match what you sell?). This objective scoring (e.g., 0–100) lets you prioritize the highest-fit accounts first, taking the guesswork out of qualification.
• Duplicate Data Entry: Manually checking if a lead already exists in the CRM and copy-pasting new entries is error-prone. Solution: The workflow cross-references each prospect’s LinkedIn URL or company ID against your CRM or master sheet. Duplicates are skipped or flagged, so you don’t create messy repeats.
• Slow Handoff to Sales: By the time research is done and leads are typed into a sheet, days can pass before outreach. Solution: New high-scoring prospects flow instantly to a Google Sheet or CRM, with status notes (e.g., “New” or the fit score). Reps or BDRs get notified (via email or Slack) as soon as fresh prospects are added, enabling same-day outreach.

Step-by-Step Setup

1. Clone the Template: In Unitron AI, add the pre-built “LinkedIn Auto-Qualify” workflow (or build from scratch). Define the search criteria in a LinkedIn Agent block – e.g., filter by industries, locations, company headcount, and include specific keywords that match your ICP.
2. LinkedIn Data Extraction: Configure the LinkedIn Agent with your credentials or an API to perform a search and scrape. It should collect fields like Company Name, Website, LinkedIn URL, Industry, Size, and any available descriptions. Set it to pull a manageable batch (say 50 companies per run) to avoid hitting limits.
3. Enrichment (Optional): Add an Enricher agent that takes each company and calls external APIs or databases (for example, Clearbit, ZoomInfo) to fetch additional info: revenue estimates, technologies used, recent hiring trends, etc. The more data, the better the AI can score.
4. AI Fit Scoring: Insert an AI Scoring agent that evaluates the company data. Provide a prompt outlining your ideal customer profile – for instance, “Our ideal customer is a SaaS company in the fintech sector, 50-200 employees, using AWS and hiring for dev roles.” The agent outputs a score (0-100) and a brief justification. You can customize the scoring logic in the prompt (e.g., weight certain industries higher).
5. De-duplication Check: Before writing out, use a Google Sheets or CRM Search agent to see if the company’s unique ID (LinkedIn URL or domain) already exists in your records. If yes, skip or update; if no, mark as new. In Unitron AI’s Google Sheets Writer, map the LinkedIn URL as a “Unique Key” and enable “Skip if exists”, so duplicates are automatically filtered out.
6. Write to Sheet/CRM: Add a Google Sheets Writer agent to append each new qualified prospect to a Google Sheet, including key details and the AI score. Alternatively, use a CRM Create Record agent to push the data directly into your sales CRM (e.g., create an Account in Salesforce or a Company in HubSpot). Include a field for “AI Fit Score” and maybe a note like “Added by AI Agent on 2025-07-29”.
7. Review & Outreach: Test the workflow by running it once manually. Inspect the output sheet or CRM entries – you should see a list of companies with high scores at the top. Make adjustments (tweak search terms or scoring criteria) if results aren’t relevant enough. Finally, schedule the workflow (daily, weekly, or real-time trigger) via a Scheduler or Trigger agent. Now it will keep scouting LinkedIn and feeding your pipeline automatically.

See a live demo of how our AI Agents scout LinkedIn for ideal accounts, pick out the best fits, and drop them straight into your CRM – ready for your team to reach out, with no more detective work required.