Score every inbound lead by fit and engagement the moment it arrives, so your team works the hottest prospects first instead of guessing. This automation grades leads on signals like demo requests, pricing-page visits, and company size, then flags A-grade leads for immediate follow-up.
What's Included
- Fit scoring: rate leads on company size, role, and industry against your ideal customer.
- Engagement signals: add points for pricing visits, demo requests, and email replies.
- Priority flags: A-grade leads jump to the top of the rep's queue automatically.
- AI lead agent: ask "which leads are hottest this week?" and get an answer from your own pipeline.
How To Use
- Clone this automation and define your scoring rules for fit and engagement.
- Connect your lead sources so new leads flow in through Triggers.
- Tune the point values in the Actions step.
- Enable the toggle so every lead gets graded as it lands.
Pair it with an AI sales agent or explore more sales systems in the Community Gallery.