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.
How it works
Set up "AI-classify new leads automatically" in 3 steps
- 1Trigger on new leadHubSpot Contact Created or Salesforce Lead Created trigger.
- 2AI score and segmentOpenAI or Claude with response_format=json: {score, segment, reasoning, recommended_owner}.
- 3Write back to CRMHubSpot 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.
