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Automatically assign scores to leads in your CRM

Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.

How to use

Step 1: Select workflow template

Begin by choosing our pre-built starting point “Score Leads Automatically”.

Automatically Score Leads

Step 2: Edit prompts

Edit the lead scoring prompt to match your prospect evaluation framework and criteria.

Automatically Score Leads

Step 3: Run the workflow

Bulk run the workflow to automatically score leads based on their profile and company.

Automatically Score Leads

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