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Use case· 3 steps

How do I auto-classify new leads with AI?

When a new lead lands in your CRM, an AI step reads their company + role + intake answers and tags them with a segment, lead score, and recommended owner — before a human ever sees the record.

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How it works

Set up "AI-classify new leads automatically" in 3 steps

  1. 1
    Trigger on new lead
    HubSpot Contact Created or Salesforce Lead Created trigger.
  2. 2
    AI score and segment
    OpenAI or Claude with response_format=json: {score, segment, reasoning, recommended_owner}.
  3. 3
    Write back to CRM
    HubSpot Update Contact with score + segment in custom properties. Tag for downstream segmentation.
FAQ

Common questions about this recipe

How accurate is AI lead scoring?
For B2B with clear signals (job title, company size, industry), 70-85% agreement with human scorers. Pair with explicit reasoning for transparency.