The moment it happens

Rate ad leads before they reach the CRM

Each ad form lead is rated hot, warm or cold with a reason and created in Zoho CRM.

Runs: The moment it happens
Apps: Zoho CRM
AI: Yes, uses the built-in AI allowance
Access: ZohoCRM.modules.leads.CREATE

Send this to your assistant

Create a ClickRuntime automation: when a lead comes in to this link from our Facebook lead form, rate it hot, warm or cold from their budget and timeline answers and create it in Zoho CRM with the rating and reason.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A paid campaign sends 80 form submissions in a week. Some are buyers with budget, others are students, competitors or people who entered a fake phone number. Everything lands in Zoho CRM looking the same, so the sales team calls in order of arrival and wastes the first day on poor-fit leads while a genuine enterprise inquiry waits. Ad spend is wasted twice: once to get the lead, and again to chase it.

Each form submission arrives at a trigger link as it is submitted. The built-in AI reads the answers, assigns a rating such as hot, warm or cold, and writes a one-line reason. The lead is then created in Zoho CRM with that rating filled in, so the team can sort by it immediately.

Useful for marketers running Facebook, Google or LinkedIn lead forms.

What you get out of it

Hot leads get called first
Ratings put serious buyers at the top of the list. The prospect who asked about 200 seats is not waiting behind a student who wanted a free guide, so the best opportunities get the fastest call.
Ad budget feedback is real
When you can see how many leads rate as cold, you know which campaigns bring junk. That tells you where to move budget, and it makes the next campaign review about results, not impressions.
Reasons make ratings trustworthy
A one-line explanation, such as company size and urgency mentioned, lets a rep agree or disagree quickly. They are not asked to trust a bare score, so the rating gets used instead of ignored.
Sales time is protected
Reps stop spending the first morning reading 80 forms. They begin with the best prospects and handle the rest in a later pass, which raises the number of real conversations in a day.
Consistent screening, day or night
Leads arriving at midnight are rated just like those at noon. Weekend submissions are not left unsorted until Monday, when the intent behind them has faded. Scoring rules never get tired.
Less wasted ad spend
Fake numbers and out-of-scope requests are identified early, so reps stop spending calls on them. You pay for the lead once, instead of paying again in wasted selling time. Reps see fewer dead ends.

How it works

What happens, step by step

When someone fills in your ad's lead form, the form sends their details to ClickRuntime straight away.
AI looks at the budget and timeline they gave and rates the lead hot, warm or cold, with a short reason.
The lead is created in Zoho CRM with their name, email and phone, the rating and the reason in the description, ready for sales to prioritise.

Before it runs live

Connect Zoho CRM
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Rate ad leads before they reach the CRMjust nowSucceeded

Zoho CRM · LeadsDana Lee · Rating: Hot · "$20k budget, wants to start this month"

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Slack
Combine it with other Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

ai_qualify_incoming_ad_leads.pyexample

from clickruntime import on_event, credentials, http, ai

SCHEMA = {"type": "object", "properties": {
    "rating": {"enum": ["Hot", "Warm", "Cold"]}, "reason": {"type": "string"}}, "required": ["rating", "reason"]}

@on_event
def handle(event):
    lead = event.json
    r = ai.generate(f"Rate this lead hot, warm or cold from budget and timeline.\n"
                    f"Budget: {lead.get('budget')}\nTimeline: {lead.get('timeline')}",
                    json_schema=SCHEMA, max_output_tokens=80).json
    resp = http.post("https://www.zohoapis.com/crm/v8/Leads",
                     headers={"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"},
                     json={"data": [{"Last_Name": lead.get("full_name") or lead["email"], "Email": lead["email"],
                                     "Phone": lead.get("phone"), "Lead_Source": "Facebook",
                                     "Rating": r["rating"], "Description": r["reason"]}]})
    resp.raise_for_status()
    return {"rating": r["rating"], "id": resp.json()["data"][0]["details"]["id"]}

FAQ

Common questions

What does the AI base its rating on?

It reads the form fields, such as company, role, budget and message, together with the rules you give, like what counts as a good fit. The reason explains which answers drove the rating. The rating is based on form answers and your own rules.

Can I send low-rated leads somewhere else?

Yes. The rating is a value in the flow, so cold leads could go to a nurture list or a different owner instead of the main queue. That is a branch added to the steps. Cold leads can be sent to a nurture list as a branch.

Which ad platforms can send leads?

Any platform or tool that can post a webhook when a form is submitted, either directly or through a connector. Each submission triggers the automation as it arrives. Any form tool that posts a webhook can send leads.

What permissions does it need?

ZohoCRM.modules.leads.CREATE. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens