Automatically score and prioritize new sales leads with AI

Enriches new leads with outside data and has AI score how likely each one is to buy, right inside your CRM.

How the work actually flows

It branches. Exactly one path is taken; runs once per each new lead.

Pattern: Exclusive Choice (4) · Multiple Instances without a priori Run-Time Knowledge (15)

flowchart TD trig(["daily lead check"]):::trigtime s0[["pull new unscored leads"]]:::mi s1["enrich lead with outside data"]:::svc s2["ai scores buying intent"]:::task s3["write score to crm"]:::task trig --> s0 s0 --> s1 s2 --> s3 gx{"× did enrichment succeed"}:::gate s1 --> gx p00["continue to scoring"]:::task gx -->|"enrichment succeeds"| p00 p10["flag lead for manual review"]:::task gx -->|"enrichment fails"| p10 p00 --> s2 p10 --> s2 out[/"crm records updated with ai score"/]:::out pay{{"sales team focuses on the hottest leads"}}:::pay s3 --> out out --> pay s2 -. "failures recorded, run continues" .-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & ProspectingSpreadsheet & Database Ops
Connects
SalesforceZoomInfoOpenAI

The problem it solves

Your sales team wastes hours chasing leads that were never going to buy while stronger opportunities sit untouched. Reviewing every new lead by hand doesn't scale, and basic scoring rules miss the real signals that predict a sale.

Who it fits

A B2B sales team using Salesforce that wants to focus its time on the leads most likely to close.

How it works

  1. Every day, the system pulls new, unscored leads from Salesforce
  2. Each lead is enriched with outside company and contact data
  3. AI reviews the enriched profile and scores the buying intent, with reasoning
  4. The score and reasoning are written back onto the lead record in Salesforce
  5. Any lead that can't be enriched or scored is flagged for manual review instead of getting lost
What you get

Leads ranked by likelihood to buy

Every new lead in your CRM arrives already enriched and scored, so your team can see who to call first.

What you get

Salesforce lead records updated with an AI-generated opportunity score and the reasoning behind it.

What you need

A Salesforce account, a data enrichment subscription like ZoomInfo, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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