Enrich, classify, and route leads from Typeform submissions

First, copy this template in Clay.

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook.

Step 2:

Connect to Typeform and import leads 

Import leads from Typeform and map form fields to column fields, one by one. 

Note: You can only retrieve new responses from Typeform, not previous responses.

Step 3:

Customize lead ranking criteria (optional) 

The purpose of this Claybook is to help you feed the right leads to the right SDRs. Currently, it ranks lead seniority from "A" to "C": "A" for founder/CEO/leadership roles, "B" for mid-level roles, and "C" for junior positions. If data is insufficient to assign a rank, it outputs "Unranked".

To customize ranking, edit the “Level Ranking” Claygent prompt.  

Step 3:

Customize lead ranking criteria (optional) 

The purpose of this Claybook is to help you feed the right leads to the right SDRs. Currently, it ranks lead seniority from "A" to "C": "A" for founder/CEO/leadership roles, "B" for mid-level roles, and "C" for junior positions. If data is insufficient to assign a rank, it outputs "Unranked".

To customize ranking, edit the “Level Ranking” Claygent prompt.  

Step 4:

Customize lead classification formula

This table classifies leads into three categories based on employee count and days since submission: urgent, enterprise, and regular. Specific SDRs will then get assigned those leads in a round robin fashion. 

To customize lead classification, edit the “Output Classification” formula. 

Step 5:

Customize round robin assignment names

Last, customize your round robin assignment names and quantity. In this table, we’ve labeled assignment names using numbers (1-6), but we recommended labeling them with your SDRs or AEs names.