cotera

Pipedrive Activity-Based Lead Scoring

Score and rank your leads by analyzing activity history, engagement signals, and deal progression to prioritize follow-ups.

Lead scoringActivity analysisPrioritizationFollow-up planning

The Challenge

Your reps have 50 open deals but only time to follow up on 10 today. Without a scoring system, they guess which leads to prioritize or just work the list top to bottom. Meanwhile, the hottest leads cool off because nobody noticed they had 3 calls this week, and cold leads get attention they do not deserve. This prompt scores every lead by actual engagement data so your team focuses where it matters.

What This Prompt Does

Activity Analysis

Pulls calls, emails, and meetings for each lead

Weighted Scoring

Scores leads by recency, frequency, and engagement type

Context Signals

Reads notes for positive and negative engagement indicators

Deal Updates

Tags deals with qualification scores for ongoing tracking

The Prompt

The Prompt

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

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 |

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 |

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

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

Example Usage

Try asking:

  • →"Score all my open deals and tell me which 5 leads to call first today"
  • →"Which leads have been most engaged this week across calls and emails?"
  • →"Find cold leads in my pipeline that have had no activity in 30 days"