Account ICP Scoring & Routing
Score new accounts against your ideal customer profile on a schedule and route strong-fit accounts to the sales team in Slack.
The full canvas, before you import it
Click any node to see its config.
Click a node to select it — same as the Heym editor; the panel shows its settings.
7 nodes · Free & source-available
Account ICP Scoring & Routing
Focus reps on the accounts that match your ideal customer profile. This template reads new or enriched accounts from a sheet, scores each against your ICP criteria, and routes strong-fit accounts to Slack so the team works the best opportunities first.
What this workflow does
- icpScoreSchedule runs on your prospecting cadence
- readNewAccounts reads account rows with firmographic columns
- scoreAgainstIcp rates each account against ICP criteria and explains the fit
- strongFitCheck branches when the output includes STRONG_FIT
- routeToSales posts the strong-fit list to Slack
- Outputs preserve the scoring for reporting
Use cases
- Prioritizing enriched lead lists by ICP fit
- Routing target accounts to the right rep or pod
- Cleaning a noisy inbound list before outreach
Setup
Use a sheet with columns such as company, domain, industry, employees, region, and signals. Define your ICP in the system prompt of scoreAgainstIcp. Connect Google Sheets and Slack credentials. To enrich first, add an HTTP step before scoring.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
Discover more automations
- Sales & CRMCold Email AI OutreachRead leads from Google Sheets, craft a personalised cold email per row with an LLM, and send each one automatically.
- Sales & CRMAI Lead Qualification AgentSubmit lead details — an LLM scores the fit 1–10, routes hot leads to Slack, and logs cold leads separately.
- Sales & CRMCRM Contact Sync to DataTablePull contacts from your CRM on a daily schedule, normalise field names to a standard schema, and upsert each record into a Heym DataTable for downstream sales and ops workflows.
- Sales & CRMHyper-Personalized LinkedIn Sales OutreachRead leads with LinkedIn job-change signals from Google Sheets, enrich via Apollo, personalise emails with AI, and send automatically.
- Sales & CRMSales Pipeline Risk Slack StandupScan a pipeline sheet every morning, flag stalled or high-risk deals, and send a standup brief to Slack.
- Sales & CRMSpeed-to-Lead Auto-ResponderReply to every inbound lead within seconds with a personalized email, score the fit, and push hot leads to your sales channel.
- Sales & CRMAI Sales Proposal GeneratorTurn a short post-call form into a structured, customer-ready proposal draft and email it to the rep for review.
- Sales & CRMSales Call Notes to CRMPaste a sales call transcript and get a structured summary, action items, and next steps posted to your sales channel.
- Sales & CRMRenewal & Upsell Opportunity FinderScan customer accounts on a schedule for renewal and upsell signals, then alert the account team about the best opportunities.
- Sales & CRMERP CRM Account Reconciliation AgentCompare ERP customers against CRM accounts, detect mismatched ownership or billing fields, and open a governed RevOps review queue.
- Sales & CRMRevOps Enrichment Waterfall AgentUse HubSpot MCP and Brave Search MCP to enrich accounts, resolve duplicate records, and route only high-confidence updates.
- Sales & CRMCatalog-Grounded Ecommerce Product Recommendation AgentLet an Agent search your live product DataTable and recommend only in-stock SKUs that satisfy the shopper budget and exclusions.