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Intermediate
Sales
Automation
Marketing
CRM

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.

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.

Recommended Tools

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.

ChatGPT
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.

Make
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.

Claude
Make
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.

Make
Zapier
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.

Make

Tools Used In This Workflow

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