RevOps Template: Enrich and Score Inbound Leads/First Party Data
Qualifying new leads used to require hours of manual research, and more wasted time updating fields in the CRM. Below is a description of a clay workflow designed to automate this entire process. Scoring leads with speed and precision.
Step-by-step technical framework:
- Connect your lead source to Clay through Zapier or direct webhooks
- Set up a workflow that uses data tools to identify company firmographics, such as: Company Size, Industry, Revenue, Tech stack, and other data points that are used to qualify the lead
- Create an AI prompt that is provided with specific rules on how to score each lead (AI can actually help you write and structure this prompt)
- Funnel all the retrieved data back into your CRM. You can even set up an automation to notify your rep when a lead has a certain score.
Goal of this framework: To automate, simplify, and have a cleaner view of your pipeline, while eliminating manual research and CRM input.
Great use cases:
- For enriching inbound website form leads
- Enriching and scoring webinar registrations
- Enriching gated eBook form conversions
- Routing specific leads into assigned categories and teams
- Improving marketing attribution and reporting.
