Purpose
1. Automates the scoring of leads for entertainers by evaluating engagement metrics, such as email opens, website visits, social activity, inquiries, and event participation.
2. Enables automated, data-driven lead prioritization, ensuring high-potential clients receive immediate and focused attention.
3. Reduces manual review by automating engagement analysis, leading to faster response and conversion.
4. Automates ongoing score adjustments as new engagement data is detected from multiple channels.
Trigger Conditions
1. Automated scoring initiates when a new lead is added or updates its engagement across email, web, social, or direct messaging systems.
2. Engagement signals received from integrated platforms (e.g., link clicks, open rates, social mentions, SMS replies) automatically trigger the workflow.
3. Periodic or real-time automation checks for new engagement events to update lead scores.
Platform Variants
1. Salesforce
- Feature/Setting: Automate lead score recalculation using Workflow Rules or Apex triggers on Engagement History API.
2. HubSpot
- Feature/Setting: Automates lead scoring with Lists and Workflows, leveraging Email Engagement API.
3. Zoho CRM
- Feature/Setting: Automation Rules for scoring based on Email Analytics API and Website Visitor Tracking.
4. ActiveCampaign
- Feature/Setting: Automates lead scoring via automation builder plus Site & Event Tracking API.
5. Pipedrive
- Feature/Setting: Use Workflow Automation and Webhooks to update lead score from Activities API.
6. Mailchimp
- Feature/Setting: Automate scoring using Engagement API and Campaign Analytics Webhooks.
7. Intercom
- Feature/Setting: Automator uses Lead and User Events API for automated engagement scoring.
8. SendGrid
- Feature/Setting: Automates lead tracking with Inbound Parse Webhook and Email Events API.
9. Twilio SMS
- Feature/Setting: Automate scoring from SMS Delivery and Response Events with Messaging API.
10. Facebook Lead Ads
- Feature/Setting: Leadgen Webhooks to automate lead capture and engagement scoring.
11. Google Sheets
- Feature/Setting: Automator updates scores using Sheets API when lead engagement data is inputted.
12. Slack
- Feature/Setting: Use Events API to automate notifications and updates on high-scoring leads.
13. LinkedIn
- Feature/Setting: Automate importing activity using LinkedIn Lead Gen Forms API for scoring.
14. Eventbrite
- Feature/Setting: Automates scoring by tracking attendee registration via Orders API.
15. Calendly
- Feature/Setting: Automation triggered by Scheduled Event Webhook to update engagement score.
16. Typeform
- Feature/Setting: Automates lead scoring using Response Webhooks for form engagement signals.
17. Google Analytics
- Feature/Setting: Webhooks or Measurement Protocol to automate lead score updates by event tracking.
18. WhatsApp Business
- Feature/Setting: Uses Conversations API to automate lead engagement scoring.
19. Drift
- Feature/Setting: Automator uses Playbook Engagement and Visitor API data for automatic scoring.
20. Trello
- Feature/Setting: Webhook events move high-score leads to action boards automatically.
21. Zendesk
- Feature/Setting: Automates ticketsCreated and updated events via Support API for scoring support-based leads.
Benefits
1. Automated scoring prioritizes outreach, optimizing booking and conversion rates.
2. Automates repetitive monitoring, freeing time for high-value client interaction.
3. Automated workflows reduce human error, ensuring all engaged leads are scored.
4. Automation supports multi-channel engagement, resulting in more robust lead intelligence.
5. Automated notifications ensure no high-value lead goes unnoticed.