Easy 10 min setup
Score leads quickly with AI
Apply AI qualification criteria across rows and auto-route by fit tier.
01
Import rows
IMPORTED Fresh records ready
02
Apply AI-based ICP scoring
Intent AI Lead Score
03
Score and prioritize
SCORE Priority tiers assigned
04
Sync destination
SYNCED Next workflow triggered
Overview
What this playbook does
Apply AI qualification criteria across rows and auto-route by fit tier.
Example: Auto-score inbound leads and assign high-fit accounts to AEs.
How it works
Step-by-step process
- 1 Import from CRM, CSV, search results, or API into one sheet.
- 2 Apply AI-based ICP scoring to capture the core qualification signal.
- 3 Apply AI or rules-based scoring to rank which rows should be worked first.
- 4 Sync high-priority rows to CRM, sequencing tools, or exports.
Output
What gets enriched
AI Lead Score
IntentPrimary output for "Score leads quickly with AI" workflows.
High confidence Needs review Low confidence
ICP Fit Score
IntentComposite qualification score based on enriched signals and AI analysis.
92/100 Strong fit Route to SDR
Setup
To get started
- Define ICP rubric
- Connect model
- Set routing bands
Scenarios
When to use this
- Inbound volume is high
- Teams need consistent qualification
- You route work by fit score
- Low-fit leads go to nurture
Flexible
What you can swap
- Source import
- Enrichment step
- Scoring logic
- Destination sync
Integrations
Tools used
OpenAI Salesforce HubSpot
FAQ
Common questions
Can I swap providers in this flow?
Yes. You can swap source, enrichment, AI, and destination steps without rebuilding the full workflow.
Can I run this on existing rows?
Yes. Import current CRM/CSV rows, then apply this playbook on top.
Can I route high and low-fit records differently?
Yes. Use score bands to route rows to SDR, nurture, or archive paths.
Can I reuse this setup weekly?
Yes. Save it as a repeatable playbook and rerun with fresh data.
Ready?
Get started with this playbook
Set up "Score leads quickly with AI" in minutes and start running your workflow.
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