ICP Pre-Qualification (Pre-Enrichment Filter)
lead_qualifyEvaluate and filter leads against Ideal Customer Profile using local signals to avoid external API costs; auto-disqualify rejected leads to conserve enrichment credits.
Instructions
Filter leads against your Ideal Customer Profile BEFORE spending enrichment credits. Uses only locally-available signals (email domain, job_title, country, industry hints, tech_stack) so nothing is charged to Hunter.io, HubSpot, Pipedrive, or any other external service. Set auto_disqualify=true to also update rejected leads to status="disqualified" with the reject reasons stored in custom_fields. If lead_ids is omitted, evaluates every lead currently in status="new". Pairs naturally with upstream platform-detection tools (e.g. Detecto's detect_platform) — run that first to populate company.tech_stack, then run lead_qualify with required_tech_stack=["shopify"] to drop wrong-platform leads before they cost a single API call. Returns qualified/rejected counts, per-lead reasons, and an estimated credit savings figure.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lead_ids | No | Specific lead IDs to evaluate. If omitted, evaluates all leads with status="new". | |
| criteria | Yes | At least one criterion is required. All provided criteria must pass for a lead to qualify. | |
| auto_disqualify | No | If true, rejected leads have status set to "disqualified" and reasons stored in custom_fields. If false (default), just returns the evaluation without mutating storage. |