CRM Lead Scorer
Know which new HubSpot companies to call first. The app takes every company added to your HubSpot in the last days (7 by default), reads its website, and rates how well it fits your ideal customer: hot, warm or cold, with a fit score and why.
What installing it brings
- 1 workflow51 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Know which new HubSpot companies to call first. The app takes every company added to your HubSpot in the last days (7 by default), reads its website, and rates how well it fits your ideal customer: hot, warm or cold, with a fit score and why. For the best leads it writes the angle to open the call, an opening line and two questions. The fit is written back to HubSpot in a Lead fit property (created the first time), every company lands on your Leads by fit board, and each hot lead gets a task "Call <company>" on your task board. Companies with too little to judge are flagged so you can add a website or a description. In Settings: companies per run, write to HubSpot or score only, the property and its values, call tasks, companies already scored and the language of the notes. Needs HubSpot.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 51 steps, 1 screen.
Published by
livecontext
@livecontext