Score and route leads automatically before they hit the CRM
Zapier scores inbound leads by company size and intent signals, then routes hot leads to sales and cold leads to nurture.
Every new lead lands in the right queue with a score and a one-line reason, no manual triage.
- 1
Define your ICP criteria
Specify company size, industries, and geos before building the Zap. Vague criteria produce vague scores.
- 2
Test with 20 historical leads
Run past form submissions through the workflow. Confirm hot leads are actually hot.
- 3
Audit the scores weekly
Review the scoring sheet. Adjust ICP filters if the wrong leads are being marked hot.
The prompt to paste
Design a Zapier workflow to score and route inbound leads before they enter the CRM. Trigger: - Webhook or form submission (Typeform, HubSpot form, or Webflow form) Steps: 1. Validate required fields: email, company. Reject and log if missing. 2. Enrich company data: use Clearbit, Hunter, or a similar API to fetch company size, industry, location 3. Score the lead: - Hot (3 points): matches ICP (company size 50-500, target industry, located in target geo) - Warm (2 points): partial ICP match - Cold (1 point): does not match ICP 4. Check intent signals (optional): recent funding, job posts, or tech stack via Crunchbase or BuiltWith API 5. Route based on score: - Hot → Slack channel #sales-hot, create CRM contact, assign to sales rep - Warm → Add to nurture email sequence - Cold → Add to general newsletter list 6. Write lead and score to a Google Sheet or Airtable for audit Show the Zap steps, scoring logic, and routing destinations. Note any APIs that require paid access.
Enrichment APIs return stale or incomplete data. Do not auto-assign a lead to sales without reviewing the score.
Sample case written by Hidden Logic Lab. Not affiliated with Zapier.
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