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Workflow Automationn8n / Make

Lead Scoring and CRM Automation

Automatically score incoming leads with AI, route them to the right sales rep, and trigger personalized follow-up sequences.

The Prompt

Build an AI-powered lead scoring and routing automation.

Lead source: [website form / LinkedIn / Typeform / Calendly / email]
CRM: [HubSpot / Salesforce / Pipedrive / Airtable]
Sales team size: [number of reps and their specialties]
Scoring criteria: [company size, budget, timeline, fit to ICP — describe your ideal customer]

Build the automation workflow:

Trigger: New lead form submission

Step 1 — Data Enrichment:
- Extract name, email, company, title from form
- Clearbit/Apollo enrichment (get company size, revenue, industry)
- LinkedIn URL lookup if available

Step 2 — AI Lead Scoring (GPT-4):
Input all lead data + enrichment
Score 1–100 based on:
- ICP fit (company size, industry, role)
- Budget signals (company revenue, title seniority)
- Intent signals (pages visited, content downloaded)
- Timing (mentioned urgency or timeline)
Output: Score, tier (Hot/Warm/Cold), reasoning summary, recommended next action

Step 3 — Routing Logic:
- Hot leads (70+): Assign to senior rep, Slack alert, 30-minute follow-up SLA
- Warm leads (40–69): Assign to junior rep, add to 5-day email sequence
- Cold leads (<40): Add to nurture newsletter, no rep assignment yet

Step 4 — CRM Update:
Create/update contact with score, tier, enrichment data, assigned rep

Step 5 — Personalized Email Draft:
GPT-4 generates personalized outreach email based on lead profile and score tier

Tips for Best Results

  • →Review your top 20 closed-won customers and define what made them ideal — use this to tune your scoring criteria
  • →Re-score leads monthly as their situation may have changed

Tags

lead scoringCRM automationsales automationn8nHubSpot

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