how to qualify HubSpot leads with Zapier + Claude
Trying to use Zapier to pipe form data into Claude for lead scoring and then update HubSpot properties automatically. Need recommended prompts, handling long contexts, and ways to test score thresholds before going live.
Answers
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Use a concise JSON-scoring prompt. Example: “You are a lead scorer. Input: {name, company_size, role, pain_points, form_answers}. Return JSON: {score:0-100, bucket:"hot|warm|cold", top_reasons:[...], action:"create_task|email|nurture"}. Keep rationale ≤1 sentence.”
For long contexts: send only essential fields or pre-summarize/chunk and merge partial scores. For testing: make a Zapier test Zap that writes to a HubSpot staging property and use Zapier Filters to simulate thresholds before going live.
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