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Real-Time Lead Scoring

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What does this mean?

Reps focus first on the most promising leads, improving speed to engagement and conversion rates without extra manual review. Pulls new and updated leads from the CRM, enriches them with firmographics and intent data, compares them to historical win patterns, and writes a numeric score with route/priority fields back to the CRM.

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Workflow steps

1

Trigger on new or updated lead

The Workflow activates automatically when a new lead is created or an existing lead record is updated in your CRM—whether that’s Salesforce, HubSpot, or another system.
2

Enrich with firmographics and intent data

Cassidy uses a Research Agent to pull company firmographics, role details, and intent signals—building a complete picture of who the lead is and how engaged they might be.
3

Compare to historical win patterns

The Workflow analyzes the enriched lead against your Knowledge Base of past closed-won deals, identifying similarities in company size, industry, title, and buying signals.
4

Calculate and assign lead score

Based on the comparison, Cassidy generates a numeric score and determines the appropriate priority level and routing—flagging high-potential leads for immediate follow-up.
5

Write score and routing back to CRM

The Workflow updates the lead record in your CRM with the calculated score, priority tier, and recommended owner or queue—so reps see qualified leads surface automatically in their pipeline.

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Set up your Knowledge Base

Add your company documents so Agents can reference them.