Pokee Official Skill
Lead Scoring Automation Template
Score leads automatically based on firmographic fit, behavioral signals, and engagement patterns. Prioritize outreach on leads most likely to convert.
How This Skill Works
- 1
Lead data collected
Firmographic data (company size, industry, role) and behavioral data (page views, email opens, downloads) are gathered.
- 2
Score calculated against model
Pokee applies your scoring rules: firmographic fit + behavioral engagement = total score.
- 3
CRM updated with score
The lead score is written to the CRM record with a breakdown of contributing factors.
- 4
Threshold-based routing
Leads crossing your MQL threshold are routed to sales immediately with context.
Example Prompt
“For every HubSpot contact, calculate a lead score daily: +20 for matching our ICP industry, +15 for company size 50-500, +10 for VP/Director title, +5 for each email opened this week, +10 for pricing page visit, +15 for demo form view. Update the Lead Score property. When score crosses 60, move lifecycle to MQL and notify the assigned rep in Slack.”
Tools Involved
Customization Options
- Define scoring criteria and point values
- Set MQL and SQL thresholds
- Configure score decay for inactive leads
- Add negative scoring (competitor emails, job seekers)
- Set re-scoring frequency
Why Pokee for Lead Scoring
| Feature | Manual Process | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | N/A | 30-60 min | 30 seconds |
| Intelligence | Your brain | None (keyword matching) | Context-aware AI |
| Adapts to changes | You adjust manually | Rebuild triggers | Self-adapting |
| Multi-step logic | You do each step | Extra cost per step | Unlimited, included |
| Maintenance | Constant | Weekly fixes | Self-healing |
FAQ
- How long does lead scoring take to set up?
- 30 seconds. Connect your tools via OAuth and describe what you want. The example prompt above is your starting point - customize by changing any part in plain English.
- Can I modify this template after it's running?
- Yes. Describe the change you want in plain English and Pokee updates the workflow instantly. No rebuilding required.
- What happens when something goes wrong?
- Pokee handles exceptions intelligently. Rate limits, API changes, unexpected data - Pokee adapts and retries. Critical issues are escalated to you with context.
- How much does this cost?
- Included with any Pokee plan. Free tier gets 500 credits. Paid plans start at $19.99/month with unlimited workflow executions.
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