Outlook Lead Qualification Agent with Claude Code

The signal in an inbound sales email is rarely in the first paragraph. It is in the signature block, the forwarded chain underneath, and the domain it was sent from, and Claude Code reads all of that before it scores anything. It then has to show its working, quoting the sentences that produced the verdict, which only holds up if the whole email was actually read.
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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.

Field service licences for 11 sites before the February shutdown

Camila Riosc.rios@cobreandina.cl

Hello, I run maintenance planning at Cobre Andina, we service copper processing plants across northern Chile with roughly 900 staff over 11 sites. Our technicians still close work orders on paper and we lose about two days a month typing them back in. Budget for this year is approved and we want to be running before the February shutdown, so onboarding would have to start in the first week of December. Could you send pricing for 60 technician licences, and confirm whether you integrate with Dynamics 365 Finance, since that is where our asset register lives? I sign for this, although our IT security team reviews every cloud vendor before we commit.

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 Outlook

    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 Microsoft Teams

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

  4. Qualification criteria

    Who is worth a rep's time - the industries, company sizes, roles, and budget or timing signals you want, plus what rules someone out on the spot. This is the only yardstick the agent scores against.

  5. Team notes

    What your reps want to read before they dial, and how blunt the verdict should be about a weak lead. It shapes both the HubSpot note and the Teams post.

  6. Runs on Claude Code

    Preselected for this page — connect your Claude Code 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 Claude Code for this agent

Reads to the bottom

Headcount, timing and who signs the contract usually sit in the part nobody scrolls to. Thorough context reading turns those into a score rather than a row of unknowns.

Unknown stays unknown

A budget the email never mentioned is recorded as unknown rather than inferred from the company domain. A careful harness is less inclined to fill that gap for you.

Good to know

Before you fork

Will it create duplicate contacts in HubSpot?

It searches the sender's address first and creates a contact only when nothing comes back, so a buyer returning six months later lands on the record that already exists. It appends notes rather than editing properties, deals or lifecycle stages. That behaviour comes from the workflow, so it holds on any harness.

Other editions

Run it with a different agent

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Make it yours

Put Outlook Lead Qualification Agent to work on Claude Code.

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