Sometimes more inbound leads come in for Asaura than I can handle, so I built a scoring system in Claude that reads each lead, scores it against the five criteria I care most about, and writes the score back to HubSpot as a note on the contact file.
The system runs continuously. Every time a new lead lands in the inbox, Claude reads it, scores it against the same criteria, and writes the score, tier, and reasoning back to the matching contact record in HubSpot. By the time my sales team checks the queue, every lead is already sorted by tier with an explanation attached.
This article is the full build. Setup takes about 45 minutes. You’ll need a paid Claude subscription, a HubSpot account, and a business email account that supports the Microsoft 365 or Gmail connector.
If your team uses a different CRM or inbox, the build is the same. The connector names change. Most major CRM and inbox platforms have Claude connectors now, or are adding them quickly.
What you’ll have at the end
A working Claude Project that:
Reads inbound leads from your inbox automatically
Scores each lead against five criteria you can edit in 30 seconds
Returns a structured response with a score, a tier, an explanation, and the specific signals it picked up
Writes the score, tier, and explanation back to the corresponding HubSpot contact record
Stays consistent across hundreds of leads a week
Step 1: Create the Claude Project
Open Claude on the web or desktop app. In the sidebar, click “Projects.” Click “Create new Project.”
Name the Project something specific to the decision type. For lead scoring: “Lead Qualification Scoring System.” If your team plans to share this Project later, the name should make the use case clear at a glance.
Leave the description blank for now. You’ll fill in the Project Instructions in the next step.
