Hi Maja, thanks for sharing! Great post! We are researching how to build a lead scoring engine based on Clay as data hub which integrates different data sources and export to a CRM top scored accounts to be followed by a SDR. Does it make sense compared to your approach?
https://www.linkedin.com/in/rmorriss/ connected Clay and Attio with some webhooks :)) ping him for more info- he practically runs gis company on this integration
Does Attio allow you to set up all the parameters mentioned for lead scoring, so it can pull in publicly available information about the company, the contact, etc.?
All the parameters you mentioned sound very reasonable and important, the main question is how to automate this.
I don’t have a live project to test Attio on right now, and it’s not completely clear from the trial.
Hi Iryna, that's a great question. What I like about Attio is that it's very flexible, so you can pull in almost any data through integrations (product usage, analytics...) or AI Research Agent, and automations also enable you to set various triggers and calculation formulas. You can find lots of examples in Attio's academy. For example, AI agent can do online research https://attio.com/help/academy/workflows-course/research-agent - and in the next steps, you can transform its answers into more binary output (yes/no) you can use for lead scoring.
Hi Maja, thanks for sharing! Great post! We are researching how to build a lead scoring engine based on Clay as data hub which integrates different data sources and export to a CRM top scored accounts to be followed by a SDR. Does it make sense compared to your approach?
https://www.linkedin.com/in/rmorriss/ connected Clay and Attio with some webhooks :)) ping him for more info- he practically runs gis company on this integration
Does Attio allow you to set up all the parameters mentioned for lead scoring, so it can pull in publicly available information about the company, the contact, etc.?
All the parameters you mentioned sound very reasonable and important, the main question is how to automate this.
I don’t have a live project to test Attio on right now, and it’s not completely clear from the trial.
Hi Iryna, that's a great question. What I like about Attio is that it's very flexible, so you can pull in almost any data through integrations (product usage, analytics...) or AI Research Agent, and automations also enable you to set various triggers and calculation formulas. You can find lots of examples in Attio's academy. For example, AI agent can do online research https://attio.com/help/academy/workflows-course/research-agent - and in the next steps, you can transform its answers into more binary output (yes/no) you can use for lead scoring.