Automated lead qualification and scoring

Purpose

1.1. Automate the process of qualifying inquiries and scoring leads based on relevant educational requirements, historical interaction, demographic data, and likelihood of enrollment.
1.2. Route high-quality leads to admission teams, segment prospects for tailored campaigns, and reduce response delays for adult learners seeking continuing education.
1.3. Ensure comprehensive record-keeping, prioritization, and custom follow-up strategies for every contact.

Trigger Conditions

2.1. New web form submission by a prospective student.
2.2. Incoming email or chatbot message expressing interest in a program.
2.3. Social media direct message with program inquiry keywords.
2.4. API data push from third-party education directories or partners.
2.5. Scheduled batch process on legacy CRM or student information platform.

Platform Variants

3.1. Salesforce CRM
• Function: Configure Lead Score rules; use Process Builder or Flow to trigger on lead creation/update.
3.2. HubSpot
• Feature: Lead Scoring Properties; set criteria for custom score, and automate task creation for high scores.
3.3. Microsoft Dynamics 365
• API: Use Power Automate; configure "When a new lead is created" trigger and apply scoring logic in a flow.
3.4. Zoho CRM
• API: Workflow Rules and Scoring Rules modules; assign scores and send notification to admissions.
3.5. Pipedrive
• Feature: Automation workflows for Lead inbox; configure stage-move on minimum score.
3.6. Monday.com
• Automation: Lead form integration, status automation based on dropdown-score fields.
3.7. Google Sheets
• API: Apps Script to listen for new row, compute score, and update prospect tracker.
3.8. Slack
• Integration: Incoming leads trigger a workflow; use custom scoring fields in workflow steps.
3.9. Typeform
• Feature: Webhook on form submission; use field values to run scoring logic in downstream automation.
3.10. Intercom
• Automation: Custom bots; assign lead score tags; trigger follow-up messages when above threshold.
3.11. Marketo
• Function: Smart Campaigns; set rules for demographic, behavior and scoring fields.
3.12. Mailchimp
• API: Use "Tags" and "Segments" via integration; assign scores as tags.
3.13. Freshsales
• Automation: Configure "Lead Score" modules and lead assignment rules.
3.14. ActiveCampaign
• Feature: Lead Scoring automations; trigger pipeline movement on threshold.
3.15. Airtable
• Automation: Script block or automation for row scoring and status updates.
3.16. Calendly
• API: Use webhook on event creation; enrich lead data and score via downstream action.
3.17. Facebook Lead Ads
• Integration: API request on lead capture; route lead for data enrichment and scoring.
3.18. LinkedIn Lead Gen Forms
• API: Fetch new leads, calculate score with role filters, and assign to admissions.
3.19. Copper CRM
• Feature: Automated lead scoring workflows; direct high scores to "Hot" pipeline.
3.20. GMail (Google Workspace)
• Add-on: Script to monitor new inquiries, extract content, invoke scoring, and log results in Google Sheet.

Benefits

4.1. Accelerates high-potential student follow-up, reducing drop-off from slow responses.
4.2. Manual effort is minimized; staff are freed for personal engagement where it matters.
4.3. Leads are thoroughly scored for multiple criteria, ensuring better program-student fit.
4.4. Campaigns and outreach are tailored in real-time based on individual scores.
4.5. Integration across platforms ensures data consistency and auditability for admissions teams.