Score Sales Leads → Route to Teams → Update CRM

Set up HubSpot workflow trigger for new contact creation or form submission. Configure to capture key lead data: company size, industry, budget, timeline, pain points, and contact information. Ensure all relevant fields are populated before proceeding.

Send lead information to GPT-4 with prompt: 'Score this lead 1-100 based on: budget fit (30%), timeline urgency (25%), decision-making authority (20%), company size match (15%), pain point severity (10%). Provide overall score, category scores, and 2-sentence reasoning.' Return structured JSON response.

Use Zapier to receive AI scoring results and apply routing logic: scores 80-100 go to senior sales team, 60-79 to standard team, 40-59 to nurture campaign, below 40 to marketing for further qualification. Set up conditional paths for each score range.

Send formatted message to appropriate Slack channel with lead details: name, company, score breakdown, key pain points, and AI reasoning. Include direct links to HubSpot contact record. Use different channel/format for different score tiers to prioritize attention.

Write back the AI lead score, category breakdown, and reasoning to custom HubSpot properties. Set lead status based on score tier, assign to appropriate sales rep, and trigger relevant follow-up sequences. Create task for assigned rep with AI insights and next steps.