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Lead Generation
Lead Qualification Pipeline
Automatically qualify and route new leads using intelligent scoring and CRM automation.
- Trigger
- New lead enters the system (via form fill, import, API, or manual entry)
- What it runs
- Score lead using AI in Clay
- Qualify against your ideal customer profile (ICP)
- Route to the correct sales rep
- Enroll in a personalized welcome or onboarding sequence
Why it matters
When leads come in, it's critical to separate the signal from the noise. This workflow ensures only high-fit prospects move forward and get a fast, relevant response.
In practice
Fine-tune your scoring model quarterly based on closed/won data and lost reasons to maintain accuracy as your ICP evolves.
What it runs on
HubSpotClayInstantly
More Lead Generation workflows
See all 21 in the library →Want this running on your stack?
We build it, run it with you, and hand it over, with an engineer who can keep it running. Or hire that engineer directly.
30 minutes to scope it. Engagements are contracted through WarmUp, Inc.