Build an AI Lead Scoring System
Use AI to automatically qualify and score inbound leads based on your ideal customer profile, so your sales team focuses only on the highest-value prospects.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Define Your Scoring Criteria
Use ChatGPT to help you articulate your ICP scoring rubric: company size, industry, role, intent signals, budget. Convert this into a structured JSON scoring prompt.
Step 2
Capture Lead Data
Connect your lead capture form (Typeform, HubSpot, or a website form) to Make. Pull in company data by enriching the email domain with a lookup service.
Step 3
Score with Claude
Send each lead's profile into Claude via Make. Include your scoring rubric in the system prompt. Claude returns a score (1–10) and a one-sentence reason for the score.
Step 4
Route High-Value Leads
In Make, add logic: if score ≥ 7, create a CRM deal and send a Slack notification to your sales team with the lead profile and score reason.
Step 5
Log and Review Weekly
Send all scored leads to a Google Sheet. Review weekly to refine your scoring criteria based on which high-score leads actually converted.
Time Required
3 hrs setup / ongoing
Expected Result
An automated lead scoring system that rates every inbound lead 1–10 and routes high-scoring leads to your sales team in real time.
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