AI Lead Enrichment & Scoring Engine - Implementation Guide


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📋 Executive Summary

This implementation guide documents a complete lead enrichment and intelligent scoring automation system that integrates Google Forms, Clay, Make.com, and HubSpot CRM. The system automatically enriches inbound leads with firmographic and demographic data, applies a multi-factor ICP scoring algorithm, and routes leads to appropriate sales teams based on fit score.

🎯 Business Impact


🏗️ System Architecture

Technology Stack

Component Tool Purpose
Form Collection Google Forms Lead capture
Data Storage Google Sheets Form responses
Enrichment Engine Clay Apollo, Clearbit, LinkedIn data
Workflow Automation Make.com Orchestration & routing
CRM HubSpot Contact management & tracking

Data Flow Diagram

Google Form Submission
    ↓
Google Sheets (new row trigger)
    ↓
Make HTTP Request → Clay Webhook
    ↓
Clay Enrichment (15-30 sec)
    ↓
Clay HTTP API → Make Receiver
    ↓
Make Data Store
    ↓
Main Workflow Retrieves Data
    ↓
Normalization
    ↓
Scoring (0-100 points)
    ↓
Router (A/B/C)
    ├── A (80-100) → Enterprise Track
    ├── B (60-79) → Mid-Market Track
    └── C (<60) → Nurture Track

📝 PART 1: Google Forms & Sheets Setup

Step 1: Create Google Form

Required Fields:

  1. First Name - Short answer, Required
  2. Last Name - Short answer, Required
  3. Email - Short answer, Required, Email validation
  4. Company - Short answer, Required
  5. Company Website - Short answer, Required