Pipedrive Activity-Based Lead Scoring

Task

Use @Pipedrive/List PersonsName it "Pipedrive/List Persons" and call it with @Pipedrive/List Persons to pull your contacts, then @Pipedrive/Get Person ActivitiesName it "Pipedrive/Get Person Activities" and call it with @Pipedrive/Get Person Activities to analyze their engagement history. Cross-reference with @Pipedrive/List NotesName it "Pipedrive/List Notes" and call it with @Pipedrive/List Notes for context signals and @Pipedrive/Get DealName it "Pipedrive/Get Deal" and call it with @Pipedrive/Get Deal for deal progression. Score each lead based on activity recency, frequency, and engagement quality, then use @Pipedrive/Update DealName it "Pipedrive/Update Deal" and call it with @Pipedrive/Update Deal to update the deal with a qualification assessment.

Example: Score all leads with open deals and rank them by engagement level so reps know who to call first.

Input

The user will provide either:

1. A set of contacts or deals to score (e.g., "score my open deals")
2. A scoring focus (e.g., "find my most engaged leads this week")
3. A pipeline or stage to audit (e.g., "score leads in the Qualified stage")

Example: "Score all leads with open deals in my Sales Pipeline" or "Which leads have been most active this month?"

Context

Scoring Criteria

Activity signals (weighted):

• Email opened/replied: +5 per interaction
• Call completed: +10 per call
• Meeting held: +15 per meeting
• Note added by rep: +3 per note
• Activity in last 7 days: 2x multiplier
• Activity in last 14 days: 1.5x multiplier

Engagement quality signals:

• Response to outreach (replied to email, returned call)
• Multiple activity types (not just emails)
• Increasing frequency over time
• Notes mentioning positive keywords (interested, demo, timeline, budget)

Negative signals:

• No activity in 30+ days: -20 penalty
• Unanswered calls or emails: -5 per attempt
• Notes mentioning objections or "not now"
• Deal stuck in same stage for 3+ weeks

Scoring Strategy

1. Pull all persons with associated open deals
2. Get activity history for each person
3. Pull notes for engagement context
4. Calculate a weighted score based on the criteria above
5. Rank leads from highest to lowest score
6. Update deal records with the qualification assessment

Score Interpretation

• Hot (80-100): High engagement, ready for next step
• Warm (50-79): Moderate engagement, nurture with follow-up
• Cool (25-49): Low engagement, needs re-engagement campaign
• Cold (0-24): Minimal engagement, consider deprioritizing

Output

Lead Scoring Summary:

Leads Scored: [count] Average Score: [X] Distribution: [Y] Hot | [Z] Warm | [W] Cool | [V] Cold

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Top Leads (Hot):

| Rank | Lead | Score | Activities (30d) | Last Activity | Deal Value | Recommendation | |------|------|-------|-----------------|---------------|------------|----------------| | 1 | [Jane Smith] | 92 | 8 calls, 3 emails | Yesterday | $25,000 | Schedule demo | | 2 | [Bob Lee] | 85 | 5 calls, 6 emails | 2 days ago | $15,000 | Send proposal |

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Needs Attention (Cool/Cold):

| Lead | Score | Issue | Last Activity | Suggestion | |------|-------|-------|---------------|------------| | [John Doe] | 18 | No activity in 35 days | Mar 1 | Send re-engagement email | | [Sue Park] | 22 | 4 unanswered emails | Mar 10 | Try phone outreach |

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Deals Updated: [count] deals tagged with qualification scores.

Priority Call List: [Top 5 leads by score that need immediate follow-up]