Score and route inbound leads with AI
Score and route HubSpot leads with AI review, then notify reps via Outlook
Overview
New leads come in, and someone needs to evaluate, score, and route them. Maybe you have a scoring model, maybe you are eyeballing it. Either way, reviewing a batch of leads, deciding who gets what, and notifying reps takes real time. This template pulls recent leads from HubSpot, has AI propose scores and routing, and lets you validate before updating the CRM and notifying reps.
How it works
Define your scoring criteria: what signals matter (company size, industry, source, job title, engagement). The AI pulls recent inbound leads from HubSpot, evaluates each against your criteria, and proposes a score and rep assignment. You review the batch, override where your knowledge says the AI got it wrong, and push: updated lead scores in HubSpot and assignment emails to reps via Outlook.
Who this is for
Revenue operations teams who manually review and route inbound leads. Most useful when lead volume is high enough that manual review is a bottleneck but nuanced enough that fully automated scoring misses context.
Suggested prompt
Help me review and score recent inbound leads. Here is what I need:
- HubSpot filter: [e.g., leads created in the last 7 days, source is inbound]
- Scoring criteria: [e.g., enterprise company size = high, SMB = medium, title contains VP = high]
- Routing rules: [e.g., enterprise to Sarah, mid-market to Mike, SMB to round-robin]
- Notify reps via: [Outlook email addresses]
Pull the leads, propose scores and routing for each, and show me the full list for review. After I validate, update the lead scores in HubSpot and send assignment emails to the reps via Outlook.
Frequently asked questions
What lead data does this pull from HubSpot?
The template searches for recent inbound leads in HubSpot, pulling contact information, source, company details, and any enrichment data already in your CRM. The AI uses this to propose a score and routing suggestion.
How does the AI score leads?
The AI evaluates leads based on signals you define: company size, industry, source channel, job title, and engagement history. It proposes a score and suggests which rep or segment to route to. You validate every recommendation before anything gets updated.
Can I override the AI's scoring?
Yes, that is the whole point. The AI gives you a starting proposal. You review each lead, override scores where your judgment or context says otherwise, and only then push the updates back to HubSpot and notify reps.
How are reps notified of new lead assignments?
After you approve the scoring and routing, the template sends an email via Microsoft Outlook to each assigned rep with their new leads and the scoring rationale. This gives reps context on why a lead was routed to them.