Score inbound leads using product usage and company data

Pulls new leads from your CRM, checks what they've actually used, enriches with company data, and scores them.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new lead appears in crm"\]:::trigdata s0["check product usage"]:::svc s1["enrich company data"]:::svc s2["score lead with talking points"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"qualification score with talking points"/]:::out pay{{"sales prioritizes best leads first"}}:::pay s2 --> out 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 stepAn outside serviceResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & ProspectingAPI & Webhook Integration
Connects
SalesforceExploriumClaude

The problem it solves

Not every inbound lead deserves the same amount of sales attention, but figuring out which ones are worth prioritizing means digging through your CRM, your product data, and researching the company by hand. Sales reps end up spending time on leads that were never going to convert.

Who it fits

Sales teams handling inbound leads who need to know which ones to call first.

How it works

  1. New leads are pulled from Salesforce
  2. The system checks which product features or API endpoints the lead has actually used
  3. It enriches each lead with company size, industry, and other firmographic data
  4. AI reviews everything and produces a qualification score with talking points
  5. The results are ready for your sales team to prioritize outreach
What you get

Leads ranked by who to call first

You get every inbound lead scored and enriched with company data, so your team knows exactly who to call first.

What you get

A qualification report for each lead, with a score and personalized talking points for sales.

What you need

A Salesforce account, an Explorium account, and an Anthropic Claude 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

Related automations

Fill in missing lead contact details automatically in Salesforce

Finds and adds missing emails and phone numbers to every new Salesforce lead automatically.

Standard

Enrich HubSpot contacts and create matching Salesforce leads

New HubSpot contacts are automatically enriched with business data and turned into ready-to-work Salesforce leads.

Standard

Find and export sales prospects by typing a plain English request

Describe the kind of prospect you want in plain English and get a downloadable list back in minutes.

Advanced

Send tailored sales emails when a prospect company makes news

Watches for company news like launches or funding, researches the company, and drafts a personalized sales email.

Advanced
Back to the AI Playbook