Lead scoring and routing with Clearbit

Last Updated on 
May 22, 2024
  by:
Chang Chen
Chang Chen
GTM
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Lead scoring and routing is a valuable process to save time and improve sales prospecting. By leveraging it, you can qualify leads based on data, focus on the best ones, and align your marketing and sales teams. Plus, it also helps you understand how customers react to your marketing.

Performing lead scoring and routing manually is like trying to find a needle in a haystack.

Let Bardeen help you with automations like this:

Fortunately, this process is made more accessible with ClearBit. In this article, you’ll learn how to use ClearBit for lead scoring and routing and how to automate your overall lead management process.

What is lead scoring and routing?

Based on your business, your leads might come to you from many sources, like your website and store. But with thousands of potential leads, how do you sort through them all and find the ones most likely to convert into customers?

With lead scoring, you can assign a numerical value (or a “score”) to every lead based on their interactions with your website (like signing up for a newsletter) and other attributes, like age and location.

Once the lead scoring system has qualified a lead, the lead routing system matches the lead with a sales representative best equipped to help them move further in the sales pipeline.

All in all, lead scoring and routing is about creating a customer profile and enabling your sales and marketing teams to narrow their focus on the best leads. To learn more about the art and science behind lead scoring and routing, read Modern Guide to Lead Qualification by ClearBit.

Now, let’s look at how you can implement lead scoring and routing in your business.

Using ClearBit to enrich your lead data

ClearBit is a marketing intelligence company with a mission to “help businesses grow faster and smarter.” In addition to lead scoring and routing, they also offer data enrichment, outreach, and other services. They offer three plans.

To unlock the platform’s lead scoring and routing capabilities, you can request a demo for the Business plan. Specify what you hope to accomplish with ClearBit, and they’ll get back to you with a tailor-made plan to fit your needs!

Automate lead management

Although a valuable part of any business, lead management can be extremely time-consuming. Automation platforms like Zapier and Make can simplify the process.

In this article, we’ll talk about Bardeen.ai, a workflow automation extension in Chrome.

It is integrated with Clearbit, and other widely used apps like ClickUp, HubSpot, Salesforce and Pipedrive. It’s free to get started.

Data enrichment is one of the core services of ClearBit. It lets you infuse basic lead info with other data to highlight the most valuable leads. Bardeen makes data enrichment using ClearBit much easier with automations. So, let’s take a look at some ClearBit automations in Bardeen.

Staying mindful of your lead's interests, hobbies, and goals could help you connect with them and present your solution in a way that’s most attractive to them. With this automation, you can find the social media links (like Twitter and LinkedIn) of the people in the Gmail thread currently opened in your browser.

It’s always important to know the other participants of a meeting. With this automation, you can add basic info (like company, job title, and location) and social media profiles of each participant to Google Calendar.

Want to enrich a list of email contacts and then save them to Google Sheets? This automation will let you do that in just a few clicks. It’s also available for Coda.

If you want to try more ClearBit automations in Bardeen, we have more Playbooks and Autobooks that are constantly updated. You can also see more automations for sales prospecting that work with other integrated apps.

Bardeen sales automations are a great way to remove friction from your lead management process, but many other tools are also worth giving a try. See this article for five AI tools for lead process management.

Endnotes

If you get thousands of potential leads, implementing lead scoring and routing can significantly improve your organization’s lead generation ROI. Moreover, automating lead management presents an excellent opportunity for boosting productivity, saving time, and growing your customer base.
We hope you got your starting point in automating lead management with this article! As a next step, install Bardeen and run a ClearBit automation.
For further reading on this topic, check out our article on how to automate lead management.

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