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How to Automate B2B Lead Prioritization with Datagma and Zapier

How to Automate B2B Lead Prioritization with Datagma and Zapier

Created February 11, 2022
Tags
Automation Lead Generation Zapier

Stop following up with every lead equally. Use Datagma + Zapier to automatically score and prioritize every new B2B lead based on firmographic data — and alert your team in Slack.

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Why You Need Lead Prioritization

If you’re getting dozens of B2B leads and sign-ups per day but can’t follow up with every single one, you have a prioritization problem.

Not all leads are equal. The VP of Sales at a 500-person SaaS company and the student building a side project deserve different responses — immediately different.

Lead prioritization is the method of scoring and ranking leads based on criteria or actions they take, to help you focus on the leads most likely to convert.

If you’ve already defined your Ideal Customer Profile (ICP), you’ve done the hard part. Now it’s about automating the scoring.

The Workflow We Built at Datagma

At Datagma, every new sign-up automatically goes through this pipeline:

  1. New contact enters our CRM (Intercom)
  2. Zapier fires and calls the Datagma API to enrich the contact
  3. Based on enriched data, Zapier calculates a lead score
  4. If the score is high enough → Slack alert to engage immediately
  5. Contact is added to HubSpot with full enriched data + score

Total time from sign-up to Slack alert: under 60 seconds.

Step-by-Step Setup

Prerequisites

  • Datagma account (free) + API key
  • Zapier account
  • Your CRM (HubSpot, Intercom, Pipedrive, etc.)
  • Slack workspace

Step 1: Trigger on New Lead

Set up a Zapier trigger on your CRM:

  • HubSpot → “New Contact”
  • Intercom → “New Lead” or “New Conversation”
  • Pipedrive → “New Person”

Step 2: Enrich with Datagma

Add a Zapier HTTP Request action:

GET https://gateway.datagma.net/api/ingestion/v2/emailFinder
  ?apiId=YOUR_KEY
  &email={{email_from_step_1}}

Datagma returns within 2-3 seconds:

  • Company name, headcount, industry
  • Funding stage and total raised
  • Contact seniority and LinkedIn URL
  • Verified email status

Step 3: Calculate the Lead Score

Use Zapier’s Code step (JavaScript or Python) or the Formatter step with conditional logic:

let score = 0;

// Company size
if (headcount > 500) score += 25;
else if (headcount > 100) score += 15;
else if (headcount > 10) score += 5;

// Seniority
if (["C-level", "VP", "Director"].includes(seniority)) score += 20;

// Funding
if (fundingStage.includes("Series B") || fundingStage.includes("Series C")) score += 15;
else if (fundingStage.includes("Series A")) score += 10;

// Industry
if (targetIndustries.includes(industry)) score += 10;

return score;

Step 4: Filter High-Priority Leads

Add a Zapier Filter step:

  • Only continue if: score >= 50

This ensures you only act on leads above your threshold.

Step 5: Post to Slack

Add a Zapier Slack action:

🎯 High-priority lead! Score: {{score}}/100

{{first_name}} {{last_name}} — {{job_title}}
Company: {{company}} ({{headcount}} employees, {{funding_stage}})
Industry: {{industry}}
Email: {{email}} ✅
LinkedIn: {{linkedin_url}}

👉 Engage now: {{crm_link}}

Step 6 (Optional): Add to HubSpot with Score

Add a final HubSpot step to update the contact with:

  • Lead score property
  • All enriched firmographic data
  • Priority flag for your sales team

Results You Can Expect

Teams using automated lead prioritization with Datagma report:

  • 40-60% reduction in time spent on unqualified leads
  • 2-3x increase in demo conversion rates (more focused reps, better-qualified leads)
  • Faster response times — high-priority leads are engaged within minutes, not days

Also Works with Make (Integromat) and n8n

The same workflow can be built in Make or n8n using their HTTP request modules. The Datagma API endpoint is identical.


Get your Datagma API key free — start prioritizing leads automatically today.

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