Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
How it works · Lead enrichment and scoring
STEP BY STEP
In
HubSpot- Website form
- CRM
- 1
Trigger01
A new lead is created
New lead
- 2
Enrich02
Public company data added
Company: 40 staff
- 3
Score03
Fit scored against your criteria
Score: 82
- 4
Prioritise04
Hot leads alerted to the owner
Alert sent
Human checkpoint
Out
- CRM record
Slack- Pipeline report
How it works
01
The problem
Sales reps start every call without context on the company or its fit.
Step by step
- 01Trigger. A new lead is created.
- 02Enrich. Public company data added.
- 03Score. Fit scored against your criteria.
- 04Prioritise. Hot leads alerted to the owner.Human checkpoint
Tools and control
02
Connects
- HubSpot
Salesforce
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Prioritise" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.