How To Auto-Disqualify Leads & Auto-Cancel Appointments

Automate lead qualification, disqualification, and call cancellations based on survey responses.

Step 1. Create a Lead Qualification Survey

Set up a survey with dropdown questions like age or income.

Step 2. Add Criteria for Disqualification

Define conditions (e.g., specific age ranges) to disqualify leads after submission.

Step 3. Set Disqualification Actions

Choose "disqualify after submission" to capture the lead's data before disqualification.

Step 4. Redirect Leads Post-Disqualification

Send disqualified leads to a custom URL or message based on their responses.

Step 5. Automate Booking Form Disqualifications

Add disqualifying questions to booking forms and automate appointment cancellations.

Step 6. Create Automations for Disqualification

Build automations to tag disqualified leads, cancel appointments, and remove follow-ups.

Step 7. Finalize and Save Automations

Name, activate, and save your automation for lead disqualification and appointment management.