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Use case: Lead qualification

Lead qualification — BANT and sales readiness

Short surveys to qualify leads: budget, authority, need, timeline. Branch by score and push qualified leads to CRM or sales.

Launch qualification survey Pricing
Branchingby answer
CRMwebhook
14 daysfree trial
4.6 / 5

Where lead qualification fits

BANT-style

Budget, authority, need, timeline in a short form.

Branching

Skip or ask more based on answers; score the lead.

Integrations

Webhooks or Zapier to send hot leads to CRM.

At events

QR on booth — visitor fills quiz on tablet or phone. Lead in CRM with segment.

How lead qualification works in SurveyNinja

BANT-style

Ready BANT-style template. Customize questions.

Logic

Branch by answer. Score and route qualified leads.

Integrations

Webhook to CRM. Pass UTM and lead data.

Dashboards

See qualified vs not. Export to CSV.

UTM and source

Pass UTM and campaign. See which channel brings qualified leads.

How it works

1

Create survey

Use BANT or custom. Add branching and scoring.

Start free
2

Send to leads

Link in ad, landing page or email. Track UTM.

3

Route and view

Webhook sends qualified to CRM. Dashboard shows all responses.

Frequently asked questions

What is BANT?

Budget, Authority, Need, Timeline — framework to qualify sales leads.

Can I push qualified leads to CRM?

Yes. Use webhooks to send each response to your CRM with score and answers.

Can I branch by answer?

Yes. Show different questions based on answers. Score at the end.

Can I pass UTM to CRM?

Yes. UTM and source are in the survey URL. Webhook sends them with the lead to your CRM.

How do I score leads?

Use logic: assign points by answer. At the end, total score. Send only above threshold to CRM.

Other use cases

Concept testing

Validate ideas

Market research

Audience and brand

Customer feedback

General feedback

Post-purchase

After order

Launch lead qualification in minutes

Free trial. Branching and webhooks.

Start free

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