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
- Steps
- 4
- Tools
- HubSpot, Clay, Instantly
- Starts when
- New lead enters the system (via form fill, import, API, or manual entry)
01
Score lead using AI in Clay
Clay
02
Qualify against your ideal customer profile (ICP)
03
Route to the correct sales rep
HubSpot
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.
- 01
Score lead using AI in Clay
Tool Clay
- 02
Qualify against your ideal customer profile (ICP)
- 03
Route to the correct sales rep
Tool HubSpot
- 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.
HubSpot
Also in Webinar Registration Enrichment, Website Visitor Enrichment and Event-Triggered Re-engagement. All 11 plays that use HubSpot
Clay
Also in Webinar Registration Enrichment, Website Visitor Enrichment and 360Connect Lead Capture. All 23 plays that use Clay
Instantly
Also in 360Connect Lead Capture, Lead Capture (Pre-Qualified) and Meeting-Abandonment Recovery. All 10 plays that use Instantly
Plays that sit next to this one.
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 engineEvery 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 CaptureAutomatically capture and enrich warm leads from 360Connect and launch personalized outreach.
Or have us run it for you.
We build this play in your tools, run it with your team and hand it over.
Or call +1 317 414 1157, or pick a time without the form.