Email Lead Qualification Agent with Codex

Qualifying inbound is mostly structured extraction: name, company, role, headcount, timing, budget, then a score against criteria you wrote. Codex is fast and precise on that kind of concrete, well-scoped work, and the HubSpot side is exactly the API and data handling it is strong at. Each email becomes a short run rather than a deliberation.
Loading preview…
Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

Rolling out to 40 field technicians before Q4

Marta Kowalczykm.kowalczyk@zenitlogistyka.pl

Hi, I run operations at Zenit Logistyka, cold chain distribution across Poland and Czechia with 220 staff. Our current dispatch tool cannot handle offline job updates and our 40 field technicians lose close to an hour a day because of it. Budget is signed off for this year and we want to be live before the Q4 peak, so we need to start onboarding by 15 September. Could you send pricing for 40 users, and can you do a two week pilot first? I make the call on this, though our IT lead will want a security review before we sign.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Gmail

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect HubSpot

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  4. Qualification criteria

    What makes a lead worth your team's time - the industries, company sizes, roles, budget or timing signals you want, and the things that rule someone out. The agent scores every email against this and nothing else.

  5. Team notes

    What your reps want in a lead summary - the details they check first, the context that helps them open a call, and how blunt the verdict should be. This shapes both the HubSpot note and the Slack alert.

  6. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  7. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

Extraction is its native shape

Pull the six details that matter out of a long email and turn them into a verdict plus a note under 150 words. Bounded and repeatable is where this harness is quickest.

Comfortable in the CRM

Look up a contact by email address, create one only when nothing matches, attach the note. That is listed strength rather than a stretch.

Good to know

Before you fork

If we move off OpenAI next year, does this agent come with us?

Yes. The criteria you wrote, the Gmail and HubSpot connections, the Slack channel, and the staged test emails all belong to the agent rather than to Codex. Swapping harness is a single field, and the next inbound email runs on the new one.

Other editions

Run it with a different agent

claude-codeClaude CodeopencodeopenclawhermesMore Codex agents

Make it yours

Put Email Lead Qualification Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.