Score and route new leads automatically before they hit your CRM

Scores every new lead with AI, enriches it with company data, and routes the strong ones straight to sales.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"new lead form submitted"]:::trig s0["score lead quality"]:::task s1["enrich with company data"]:::task trig --> s0 s0 --> s1 gx{"× is the lead score high"}:::gate s1 --> gx p00["add to crm"]:::task gx -->|"high score"| p00 p01["alert sales on slack"]:::task p00 --> p01 p10["log for manual review"]:::task gx -->|"low score"| p10 p01 --> out p10 --> out out[/"lead routed to sales or review"/]:::out pay{{"sales team focuses on best leads"}}:::pay out --> pay 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 stepOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database Ops
Connects
OpenAIClearbitHubSpotSlackAirtable

The problem it solves

Your sales team wastes time chasing leads that were never going to buy, while the good ones sit in a queue with everything else. Sorting the two apart by hand slows down your best opportunities.

Who it fits

Sales teams or agencies handling a steady flow of inbound leads who need to prioritize the best ones fast.

How it works

  1. A new lead submits your website form
  2. The AI analyzes the lead and scores its quality
  3. Company details like size, industry, and revenue are added automatically
  4. High-scoring leads are sent to your CRM with a Slack alert to sales
  5. Lower-scoring leads are logged separately for manual review
What you get

Leads ranked before sales makes a call

You get every new lead scored, enriched with company details, and routed straight to your sales team.

What you get

A scored, enriched lead record placed in your CRM or a review list, plus a real-time alert to sales.

What you need

An OpenAI API key, a Clearbit account, a HubSpot account, a Slack workspace, and an Airtable account.

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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