Learn how to automatically import and qualify inbound leads from your website into FirstQuadrant—whether they signed up via a form, self-serve flow, or demo booking. This guide covers webhook setup, Zapier integration, qualification logic (both pre- and post-import), AI enrichment, and fine-tuning rules to personalize follow-ups based on lead attributes.
POST
request to this URL.note
(free-text): e.g. “Filled out website form requesting a demo and said ….”company
details: name, domain, locationemployment
: title, job level, etc.
Tip: Use the note
field to give the AI extra context. For example: “Signed up via contact form. Please follow up with demo scheduling link.”
More on Webhooks: For a complete breakdown of how to send data to FirstQuadrant using webhooks—including supported fields, advanced payload formats, authentication, and retry behavior—refer to our dedicated Webhook Import Documentation.
note
that reflects their signup behavior. For example:
Tip: You don’t need to build complex workflows. Just describe what happened in plain language, and the AI will figure out the next best steps on its own.
Note: Even without a note, FirstQuadrant can infer context from the calendar integration if the event shows up on your calendar.
Keep in mind: Disqualified contacts are never visible in FirstQuadrant. The system does not track or process them. You can check out the qualified/disqualified contacts in the import detailed view, however.
Need help configuring imports? Visit our detailed Import Helpdesk Articles to learn more about the import and qualification process.
Important: In this setup, you should leave the qualification section in the import settings blank. All leads will be imported as-is, and qualification will happen entirely through enriched properties and AI-based logic.
Company Headcount
or Employees
)Need help creating properties? Learn how to create and configure custom properties, including enabling enrichment with AI and linking to contact or company records in our Properties Help Guide.
Pro tip: This method is especially powerful when your lead pool is diverse. Let the AI sort and adapt the messaging based on the data it enriches. You can also continue layering in additional rules over time as you refine your workflows.
New to fine-tuning rules? Learn how to write clear, context-based rules to guide the AI’s behavior in our Fine-Tuning Guide.You can combine this with basic import filters (Option A) if you want to pre-gate obviously unqualified leads (e.g., no professional email, no domain), and then use these enriched rules to personalize the response after that.