Inbound AI Lead Scoring
Goal
A new inbound lead has been added to the "Inbound" list. We want to create an automation workflow to evaluate and score the lead based on company employee count, contact's title, and the stated monthly volume from their form submission. Based on these fields, we want to automatically categorize the inbound lead priority either as High, Medium or Low.
Start by creating a new Contact-level custom property:
Action 1: AI task lead scoring
Full example prompt:
Context:
A new inbound lead has been added to the "Inbound" list. Your job is to evaluate and score this lead based on company employee count, contact's title, and the stated monthly volume from their form submission.
Provided Fields:
Company Employee Amount: Company - Employee amount
Contact Title: Title
Monthly Volume: Monthly volume (inbound)
Scoring Criteria:
Assign points based on these categories:
1. Employee Amount:
500+ employees: 3 points
200-500 employees: 2 points
100-200 employees: 1 point
0-100 employees: 0 points
2. Title:
Founder, Co-founder, CEO, or other C-level: 3 points
VP, Director, Head of, or similar senior role: 2 points
Lead, Manager, or equivalent: 1 point
Other titles: 0 points
3. Monthly Volume:
10M+ monthly volume: 3 points
1M-10M monthly volume: 2 points
20K-1M monthly volume: 1 point
Below 20K or unspecified: 0 points
Total Score Calculation:
Sum points from all three criteria and classify the lead as follows:
Total score of 7-9: High
Total score of 4-6: Medium
Total score of 1-3: Low
Total score of 0: default to Low
Your Output:
Respond only with one of these exact values based on the scoring result:
"High"
"Medium"
"Low"
Now your inbound leads are automatically categorized based on the
Seniority of the person submitting the request
Company size
Monthly volume (an example of something you’d capture in your inbound lead form)
Adjust the prompt to match your use case.
Last updated