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Recipe / Lead Generation

Lead Qualification Pipeline

Score each new lead with AI in Clay, qualify it against your ICP, route it to the right rep, and enroll it in a welcome or onboarding sequence.

Motion
Inbound
Channel
Email
Steps
4
Tools
HubSpot, Clay, Instantly
Starts when
New lead enters the system (via form fill, import, API, or manual entry)
Where it stands
From our earlier catalog. Not yet checked against how we work today.
The steps, drawnRead in order. The lit step is where it ends.

  1. 01

    Score lead using AI in Clay

    Clay

  2. 02

    Qualify against your ideal customer profile (ICP)

  3. 03

    Route to the correct sales rep

    HubSpot

  4. 04

    Enroll in a personalized welcome or onboarding sequence

    Instantly

In order: Score lead using AI in Clay, then Qualify against your ideal customer profile (ICP), then Route to the correct sales rep, and finally Enroll in a personalized welcome or onboarding sequence.

The steps.

  1. 01

    Score lead using AI in Clay

    Tool Clay

  2. 02

    Qualify against your ideal customer profile (ICP)

  3. 03

    Route to the correct sales rep

    Tool HubSpot

  4. 04

    Enroll in a personalized welcome or onboarding sequence

    Tool Instantly

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.

Tools used.

Next to this one on the shelf.

  • Inbound

    Lead Capture (Pre-Qualified)

    For form submissions from your website or landing pages, Apollo scores each lead based on criteria like role, industry, and company size. Qualified leads are immediately enrolled in personalized sequences.

  • Inbound

    The inbound qualification engine

    Every book-a-call form fills its own gaps, runs two stages of checks, and lands on one of three verdicts before anyone picks up the phone.

  • Inbound

    360Connect Lead Capture

    Automatically capture and enrich warm leads from 360Connect and launch personalized outreach.

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