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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
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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
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