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February 27, 2023
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Automatically Score Leads
02.27.2023

Automatically Score Leads

Clay Team

Automatically Score Leads

Clay Team

It used to take lots of complex formulas if you wanted to score leads via multiple sets of criteria, but that's now a problem of the past! We've just come out with a "Score Leads" integration that allows you to quickly input several sets of criteria and the scores that should be assigned to each of them. You can score leads with up to 15 sets of criteria- here's how to do it:

First, determine which of the columns in your Clay table should impact your row's score. Then, go to the "Enrich Data" tab at the top right of your table, find the "Score Leads" integration, and start filling out the allotted sections. The form is structured so that you must input the ranges or data points that you'd like to score by (this is the "Values to Score" section), then a comparison type (less than, equals to, etc.), then either the keywords or scores that you'd like to apply to the ranges/data points. From there, you can run the integration!

Once the integration is run, the scores of each row automatically populate your Clay table, allowing you to quickly determine which leads are worth following. We hope this helps, and happy prospecting!