---
title: "Recipe: Score, route, and follow up on leads"
description: "TL;DR: When a lead is created or enriched, this playbook scores it against your ICP, assigns an owner by territory or round-robin, creates a follow-up task, and notifies the rep in Slack. Trigger is a webhook; outputs are an assigned CRM record, a task, and a Slack ping."
canonical_url: "https://docs.ballet.dev/articles/recipe-score-route-and-follow-up-on-leads-YaHA7hepdQ"
md_url: "https://docs.ballet.dev/articles/recipe-score-route-and-follow-up-on-leads-YaHA7hepdQ.md"
---
# Recipe: Score, route, and follow up on leads

**TL;DR:** When a lead is created or enriched, this playbook scores it against your ICP, assigns an owner by territory or round-robin, creates a follow-up task, and notifies the rep in Slack. Trigger is a webhook; outputs are an assigned CRM record, a task, and a Slack ping.

## Who this is for

RevOps and sales teams that need fast, consistent lead assignment and follow-up.

## What you'll need

* **Connectors:** HubSpot or Salesforce, Slack.
* **Secrets:** CRM API key, Slack token.
* **Trigger:** Webhook on new/enriched lead.

## How to build it with Ask Ballet

1. Open the Console on Home.
2. Paste the prompt below; set your scoring rules and owner mapping.
3. Review the plan and confirm.
4. Connect the CRM and Slack, then register the webhook.

```text
Build a playbook that triggers when a lead is enriched in Salesforce. Score the lead
0-100 based on company size, industry fit, and title seniority. If the score is 60 or
higher, assign an owner by territory (US-East, US-West, EMEA) using round-robin within
each region, create a follow-up task due in 24 hours, and DM the owner in Slack with
the lead summary and score. If below 60, add it to a nurture campaign.
```

## What the playbook does

1. **Webhook trigger** — receives the lead.
2. **Code step (score)** — computes a fit score from CRM fields.
3. **Code step (assign)** — picks an owner by territory and round-robin.
4. **HTTP step (update + task)** — sets the owner and creates a follow-up task in the CRM.
5. **HTTP step (notify)** — DMs or posts the assignment in Slack.

## Variations and tips

* Keep round-robin state in a Code step or external store so assignment stays balanced.
* Run [Lead enrichment](/articles/recipe-enrich-new-leads-automatically-mPEoUuj0zc) first so scoring has complete data.
* Add an "Ask" step for manual approval on enterprise-tier leads.

## Related articles

* [Lead enrichment](/articles/recipe-enrich-new-leads-automatically-mPEoUuj0zc)
* [Customer onboarding](/articles/recipe-automate-new-customer-onboarding-fn3GqU44YN)
* [What triggers can start a playbook?](/articles/what-triggers-can-start-a-playbook-manual-schedule-webhook-P4mdwPZDGg)
* [What are Allow vs Ask permission modes?](/articles/what-are-allow-vs-ask-permission-modes-GYMSyh6ZZI)