Score New Salesforce Leads With AI and Surface the Hot Ones in Email
Each new Salesforce lead is scored by AI against your ideal-customer profile, the score is written back to Salesforce, and anything hot is pushed to Email — so reps spend their time on the leads most likely to close.
- 1
Step 1 — Trigger on a new lead
Add the
Salesforcetrigger for new contacts/leads, carrying their firmographic and behavioural fields. - 2
Step 2 — Score with AI
Add an
OpenAInode with your ICP definition in the prompt, returning a 0–100 fit score and a one-line rationale. - 3
Step 3 — Write the score back
Add a
Salesforcenode to update the lead'slead_scorefield so it's visible and filterable inside Salesforce. - 4
Step 4 — Surface hot leads in Email
Add an
Email Send(SMTP) node. Set the recipient, a clear subject, and build the body from the lead, its score and the rationale — only when the score is high. Add your SMTP credentials (or use Gmail).
Frequently asked questions
Won't AI scoring be a black box?
Step 2 returns a rationale alongside the number, so reps see *why* a lead scored high. Review those rationales periodically and refine the ICP prompt to keep it honest.
Can I combine it with behavioural data?
Yes — pass page views, email opens or trial usage into the Step 2 prompt so the score reflects both fit and engagement.
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