Inbound ICP Router
Lead arrives. ICP scored. Routed to the right rep with a response already sent.
The Problem
Inbound leads sit unqualified for hours. Reps get notified without context — just a name and a company. The lead gets a generic "we'll be in touch" while your team scrambles to figure out if they're worth calling. By then the moment has passed.
Stack
Walkthrough
How It Works
The execution path
The moment a form is submitted, Clay pulls three independent data sources. Score is only as good as the data under it — enrichment runs before a single ICP point is calculated.
- ·Company domain received via webhook
- ·Enrich company profile: size, industry, description, locality
- ·Pull latest fundraising data + funding round details
- ·Get total funding raised + funding activity history
- ·Pull website tech stack
- → All three sources merged before scoring begins
Funding stage, company size, and industry each scored independently and summed into a Total ICP Score. A gate fires — only qualified leads move forward.
- ·Funding Stage → Funding Stage Score
- ·Company size → Size Score
- ·Industry → Industry Score
- ·Total ICP Score computed
- ·ICP Fit Category assigned: Strong Fit / Borderline ICP / Poor Fit
- ·ICP Tier assigned: Senior AE — High Priority / Mid-Market AE / etc.
- ·ICP Qualification: Pre-Qualified / Disqualified
- → Send If gate: only qualified leads proceed
Routing is tier-based — the ICP Tier determines which rep receives the lead. Table data sent via webhook with full context attached.
- ·ICP Tier maps to rep assignment
- ·Full enrichment + score data packaged
- ·Webhook fires to CRM / Slack with lead context
- → Rep notified with ICP score, fit category, and suggested action
A personalized thank-you email is generated and sent to the lead automatically — before any human opens the CRM. Subject, greeting, body, and closing all personalized to their name and company.
- ·First name + company name injected into email template
- ·Subject line personalized
- ·Body references their specific submission context
- ·Closing sets expectations: "within the hour"
- → Email sent automatically — lead engaged while intent is hot
Key Design Decisions
By The Numbers