Qualification scoring based on form responses

Purpose

1.1. Automate identification of high-value leads from form submissions related to air conditioning repair requests by analyzing responses, applying scoring logic, and routing results for rapid follow-up.
1.2. Reduce manual lead qualification, standardize assessment across multiple channels, and accelerate response to urgent or lucrative service opportunities.
1.3. Enable real-time evaluation based on custom criteria—such as urgency, job size, client location, and equipment type—to prioritize and segment leads.

Trigger Conditions

2.1. New lead submission captured by web-based or app-integrated form.
2.2. Any update to form responses stored in CRM, spreadsheet, or marketing platforms.
2.3. API callback from a webform or marketing landing page tool indicating lead capture completion.

Platform Variants

3.1. HubSpot CRM
• Feature/Setting: Workflow Automation — Trigger on new contact property value; use Score Properties API to set numerical lead scores.
3.2. Salesforce
• Feature/Setting: Process Builder — Trigger on new Lead object; use Update Records with calculated scoring formula.
3.3. Zoho CRM
• Feature/Setting: Automation Rule — Respond to new lead entry; Lead Scoring Rule with composite fields.
3.4. Jotform
• Feature/Setting: Webhook Integration — Send submissions to external endpoint; assign score with Calculation Widget.
3.5. Google Forms
• Feature/Setting: App Script — On form submit, calculate score; write back to Sheets or email notification logic.
3.6. Typeform
• Feature/Setting: Webhooks — Notify scoring engine; use Hidden Fields and Logic Jumps for prevalidation.
3.7. Microsoft Power Automate
• Feature/Setting: Trigger on Forms response; use Condition logic to score; update in Dynamics or Excel.
3.8. Airtable
• Feature/Setting: Automation — Trigger on new row; run formula field for scoring; update Views for segmentation.
3.9. Pipedrive
• Feature/Setting: Workflow Automation — On new deal; set custom Lead Score field based on form responses.
3.10. Mailchimp
• Feature/Setting: API/Webhook — On new audience member; tag with segment or score custom field.
3.11. Intercom
• Feature/Setting: Custom Bots/API — Score leads by response-based rules and route to sales team.
3.12. ActiveCampaign
• Feature/Setting: Automation Builder — On new contact; update Contact Score when custom form is filled.
3.13. Freshdesk
• Feature/Setting: Dispatch’r Automation — Score and prioritize new tickets from embedded contact forms.
3.14. Monday.com
• Feature/Setting: Automations — Trigger on new Item; formula column calculates lead score.
3.15. Gravity Forms
• Feature/Setting: Hooks/API — Score on submission; forward result via REST API.
3.16. Webflow
• Feature/Setting: Form submission trigger; webhook to external scoring logic, update CMS item.
3.17. Formstack
• Feature/Setting: Calculations and Routing — Assign score internally, trigger workflow step.
3.18. Cognito Forms
• Feature/Setting: Calculation Fields — Immediate score calculation; email notification based on result.
3.19. Slack
• Feature/Setting: Incoming Webhooks — Post alert based on lead score to designated channel.
3.20. Notion
• Feature/Setting: API — Add new database entry; update custom lead score property via integration.

Benefits

4.1. Enables instant, standardized qualification to reduce lead response lag.
4.2. Frees staff from repetitive evaluation and allows focus on high-potential cases.
4.3. Increases conversion by prioritizing rapid contact for urgent or premium requests.
4.4. Reduces bias through rules-based, documented assessment of each lead.
4.5. Integrates with multiple business apps and workflows for end-to-end automation.