Lead Scoring and Auto-Follow-Up

Create a multi-step Zap that triggers whenever a new lead is captured via a web form, chatbot, or landing page. Use Zapier filters and formatter steps to normalize the lead data and apply initial qualification rules such as company size, industry, and form completion percentage.

Pass the lead's email address and company domain through Clearbit's enrichment API to automatically fill in firmographic details such as company revenue, employee count, industry vertical, technology stack, and the contact's seniority level. This enriched data dramatically improves the accuracy of downstream lead scoring.

Configure HubSpot lead scoring properties to assign point values based on the enriched data from Clearbit and behavioral signals from Zapier. Set up smart lists that segment leads into hot, warm, and cold buckets. Use HubSpot workflows to update lifecycle stages and assign owners automatically.

Use Gmail integration through HubSpot sequences or Zapier email steps to send templated but personalized follow-up emails. Include dynamic merge fields for the lead's name, company, and specific pain point identified during scoring. Schedule sends during optimal engagement windows.

Append a record of each lead, their score, the email sent, and subsequent engagement metrics to a Google Sheet that serves as a performance tracking dashboard. Use this data to refine scoring thresholds over time and report on conversion rates from lead capture through to qualified opportunity.