B2B Lead Scoring & Qualification Automation
Reduce unqualified lead follow-ups by 40% through automated AI scoring and Slack alerts.
Sales reps often waste time chasing low-quality leads because there’s no consistent, objective scoring process. This workflow automatically qualifies every new lead, assigns a score and grade, and sends a clear summary with next steps straight to Slack. It keeps sensitive PII masked while AI evaluates lead quality using business fields like industry, status, and description. The result is a predictable, scalable qualification process that helps teams focus on the most promising opportunities first.
Documentation
Description
This automation turns new B2B leads into actionable, scored opportunities in real time. Whenever a lead is created, it pulls the full record from your CRM, masks sensitive fields, and sends the sanitized data to an AI model for scoring and qualification. The AI returns a numeric score, letter grade, reasons, a recommended next action, and a ready-to-use email draft. Finally, the workflow restores the original PII and pushes a clean, human-readable summary into Slack so sales can act immediately—without ever exposing raw customer data to the model.
Workflow Steps
- Detect New Lead in CRMThe workflow triggers automatically whenever a new lead is created in your CRM system.
- Fetch Full Lead DetailsIt retrieves the complete lead record, including key business fields like status, industry, description, and location, to give AI enough context.
- Mask Sensitive PIINames, email, phone, company, and city are replaced with secure tokens (e.g., __TOKEN_FIRSTNAME__), while the original values are stored separately for later use.
- Send Masked Data to AI for ScoringThe AI model receives only the masked fields and lead context, then calculates a 0–100 score, assigns a grade (A–F), lists reasons, suggests a next action, and drafts a personalized email using the tokens.
- Parse and Combine AI OutputThe workflow parses the AI’s JSON response and merges it with the masked lead data so both the scoring output and stored originals are available.
- Unmask PII SafelyTokens in the AI output are replaced with the original values on your side, reconstructing a readable email draft and summary without ever exposing raw data to the model itself.
- Send Lead Summary to SlackA formatted Slack message is sent to the chosen channel or user with the lead’s name, company, city, score, grade, reasons, next action, and the personalized email draft your rep can copy-paste or adapt.
Key Benefits
- Faster, Consistent Lead QualificationEvery new lead is scored in seconds with a standardized framework, so reps know exactly which opportunities to prioritize.
- PII-Safe AI WorkflowsSensitive customer data is masked before reaching the AI model and remapped only inside your workspace, reducing data-privacy risk.
- Instant Sales Enablement in SlackReps receive a ready-made summary and email draft in Slack, cutting down response times and increasing follow-up quality.