Qualify Inbound Leads with AI Before Routing

1. 1

   Trigger Clay table on new HubSpot form submission

2. 2

   Enrich with Clearbit for company domain and industry

3. 3

   Use OpenAI API to evaluate fit: "Is this a qualified B2B SaaS buyer?" based on title, company, and form responses

4. 4

   Assign qualification score (0-100) in HubSpot

5. 5

   Route scores above 70 to SDR queue; below 70 to nurture workflow

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

AI Qualification Logic:
1. HubSpot webhook -> Clay
2. Clearbit enrichment (company size, industry, funding)
3. OpenAI API:
   - Input: Job title, company name, industry, form answers
   - Prompt: "Score this lead 0-100 for B2B SaaS fit. Reply with only the number."
4. Write score back to HubSpot custom property
5. HubSpot workflow: If score >= 70, assign to SDR; else, add to drip campaign