Align Marketing and Sales with Automated Lead Handoffs.
Pardot generates the leads. Kognitos makes sure they're scored, enriched, and handed to sales at exactly the right moment — no manual list pulls or CSV uploads.
Describe It in English.
It Runs Deterministically.
Overview
Monitor Pardot for leads crossing the MQL threshold, enrich them with firmographic data, sync the enriched lead to Salesforce with the correct owner, and notify the rep with a personalized briefing.
Execution Steps
Detect MQL Threshold
- Monitor Pardot prospect scores in real time for leads crossing the MQL threshold
- Verify the lead isn't already assigned or in an active sales sequence
Enrich and Score
- Pull firmographic data (company size, industry, tech stack) from enrichment sources
- Recalculate the lead score with enriched attributes and engagement history
Hand Off to Sales
- Sync the enriched lead to Salesforce and assign to the correct rep via territory rules
- Send the rep a Slack notification with a lead briefing and recommended next steps
Enterprise
Use Cases
Lead Scoring Automation
Continuously recalculate Pardot prospect scores based on behavioral signals, email engagement, and firmographic fit — no manual grading lists.
Marketing-to-Sales Handoff
Automate the MQL-to-SQL handoff: enrich the lead, assign the owner, and brief the rep — all triggered by a score threshold.
Campaign ROI Attribution
Pull Pardot campaign engagement data and Salesforce closed-won data to generate multi-touch attribution reports automatically.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
