Almost every client we onboard gets some version of the same flow in their first month: a lead-scoring agent that enriches, scores, routes, and notifies — no dashboard, no manual triage.
The four steps
- Enrich: pull firmographic and behavioral data from the CRM plus one enrichment provider.
- Score: a prompt turns that context into a 0–100 fit score with a one-line reason.
- Route: above threshold goes straight to a rep; below it drops into nurture.
- Notify: the rep gets a Slack ping with the score, the reason, and a booking link.
The whole thing is one flow with two credentials to swap — your CRM and your enrichment key. Everything else is portable.
Get the lead-scoring template
Community members can import the flow, swap two credentials, and run it on their CRM tonight.
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Written by Mara S.
Automation engineer at AI Builders Stack. Ships lead-gen and CRM flows that quietly run in the background.