Score and route new sales leads to the right team automatically

Scores incoming sales leads with AI and automatically routes each one to the right team based on quality.

How the work actually flows

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

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled lead activity pull"]):::trigtime s0[["score each lead"]]:::mi s1[("sync results to crm")]:::store s2["update dashboard"]:::svc trig --> s0 s1 --> s2 gx{"× which team fits score"}:::gate s0 --> gx p00["assign to sales team"]:::task gx -->|"high scoring lead"| p00 p10["assign to nurture queue"]:::task gx -->|"low scoring lead"| p10 jn{"○ lead routed"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"leads scored and routed in crm"/]:::out pay{{"best leads reach sales faster"}}:::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 itAn outside serviceRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineReporting & Analytics
Connects
SalesforceHubSpotGoogle Sheets

The problem it solves

Sorting through incoming leads to figure out which ones are worth chasing and who should handle them takes time your sales team doesn't have. Good leads can sit untouched while your team works through a pile in no particular order.

Who it fits

Sales teams and small businesses that get a steady flow of leads and need them prioritized and assigned automatically.

How it works

  1. On a schedule, the system pulls in new lead activity
  2. AI scores each lead based on how likely they are to convert
  3. Leads are routed to the right team based on that score and your rules
  4. The results are synced into your CRM
  5. A dashboard updates so you can see lead quality at a glance
What you get

Leads reaching the right team faster

Every new sales lead gets scored and routed to the right team automatically, keeping your pipeline organized as volume grows.

What you get

Scored, pre-sorted leads assigned to the right team inside your CRM.

What you need

A CRM such as Salesforce or HubSpot and an AI provider 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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