Using Lead Scoring in Automation

Lead scoring rules can be used in automation workflows or lists. In turn, these workflows or lists can be used as either a trigger or filter to create a lead action.

This article will provide information on how to use lead scoring in both. 

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Article Contents

• Setting Lead Action Rules for Visual Workflows
• Setting Lead Action Rules for New Lists

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Toolbar:

Automation

Lists

Users:

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Company Managers	✓
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Sales Managers
Salespersons
Jr. Salespersons

Setting Lead Action Rules for Visual Workflows

To set a lead action rule to visual workflows, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
2. Create or edit a visual workflow.
3. Click + Add under Start or an applicable workflow branch.
4. Select either Trigger or Filter, depending on your need.
5. Select has the lead score, located under Lead.
6. Enter the desired score.
7. Select the desired condition.
8. Click OK.
9. Complete the workflow with other triggers, filters, delays, or actions.

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Setting Lead Action Rules for New Lists

To set a lead action rule to new automaton lists, do the following:

1. Click Lists in the left toolbar.
2. Create or edit a rules-based list.
3. Configure an initial or additional rule.
4. Select has the lead score, located under Lead.
5. Enter the desired lead score in the Has the lead score field.
6. Select the desired conditional value from the conditional drop-down menu.
7. Click Save.

Click to enlarge.