How to Build an Account and Lead Scoring Model in Clay (Live Workshop + Template)

Your team has a gut sense of which accounts and leads are worth working, and the score in your CRM rarely keeps up with it. In this livestream, watch Clay experts build an account and lead scoring workflow live in Clay Workflows. You'll see how to score accounts for fit and people for engagement, combine the two so reps know who to work first, and write every score and its reason back to your CRM.

You'll leave with a copy of the workflow to start from, plus a look at two other ways to build it: by asking Clay's agent, or from the CLI if you work in the terminal.

  • Kareem Amin

  • Kareem Amin