Get Started
Templates / SOC 2 Lead Scoring Engine
$80012 nodes Team SaverVerified · Daniel Grey

SOC 2 Lead Scoring Engine

Disclosure: Verxi, Treda and Obsyn are independent products built for different compliance and monitoring needs, each tested with production workloads.

SALESSOC 2 Lead Scoring Engine12 nodes$800 one-timeTeam Saver

Who is this for?

You qualify 20 Typeform and Marketo demo webhooks a day for Verxi, and this Clearbit scoring workflow enriches and routes each one. Each submission needs company size, industry and SOC 2 keywords checked before it reaches sales.

What problem does this solve?

You open Clearbit, score fit in your head, then create the HubSpot deal one by one. When a demo webhook arrives, the flow enriches via Clearbit, scores fit plus engagement in code, and routes 70+ to Slack #sales and HubSpot while the rest queue in Sheets. You just triage hot deals instead of working a raw queue.

What this workflow does

1. Webhook captures Typeform/Marketo demo submissions
2. HTTP enriches the company via Clearbit (size, industry, tech stack)
3. Code scores fit (company size, SOC 2 keywords) + engagement (pages, docs)
4. IF routes score >= 70 to Slack #sales + HubSpot deal, the rest to a Sheets nurture queue
5. Sheets audit log records every score; Wait rate-limits; Slack error alerts on failure

What you need

Clearbit API key (header auth), Slack workspace + #sales channel, HubSpot pipeline + stage, Google Sheet with tabs Nurture and Audit Log.

Workflow nodes (12)

Setup GuideScoring RubricWebhook - Demo IntakeHTTP - Enrich via ClearbitCode - Score LeadWait - Rate LimitIF - High Score?Slack - Alert SalesHubSpot - Create DealGoogle Sheets - Nurture QueueGoogle Sheets - Audit LogSlack - Error Alerts

Tags

saleslead-scoringpremiumcustom-build

Changelog

1.0 · Initial release 2026-09-03
Custom build by Daniel Grey — tested, documented, ready to import