Lead scoring and assignment to sales team

Purpose

1. Centralize, evaluate, and prioritize incoming leads for aluminum welding services.

2. Automatically assign high-quality leads to relevant sales teams based on criteria such as project size, urgency, and location.

3. Streamline qualification by integrating data sources, applying rules, and routing to maximize lead conversion.

4. Improve response times and sales efficiency by eliminating manual sorting.

Trigger Conditions

1. Submission of a web or form inquiry about aluminum welding services.

2. Receipt of inbound call, SMS, or social media message relating to welding services.

3. Arrival of new lead in external CRM, marketing automation tool, or spreadsheet.

4. Scheduled batch import of new leads from trade shows, events, or purchased lists.

Platform Variants

1. Salesforce

• Feature/Setting: Lead Scoring Rules in Lead Management; API for lead creation and assignment.
  
• Sample Configuration: Configure “Lead Score” formula and automation “Assignment Rules” via REST API.
  

2. HubSpot

• Feature/Setting: Lead Scoring, Workflows, and Owner Assignment.
  
• Sample Configuration: Use Workflow API to score leads and set owner fields based on logic.
  

3. Zoho CRM

• Feature/Setting: Lead Scoring, Assignment Rules in Blueprint module.
  
• Sample Configuration: Configure API to update “Score” and “Assigned To” automatically.
  

4. Microsoft Dynamics 365

• Feature/Setting: Unified Customer Profile, Automated Lead Routing.
  
• Sample Configuration: Use “Power Automate” or Web API for rules-based scoring and assigning.
  

5. Pipedrive

• Feature/Setting: API for adding leads, custom fields for scoring, and workflow automation.
  
• Sample Configuration: Script to score based on field values; assign using “Lead Assignment” API.
  

6. Marketo

• Feature/Setting: Smart Campaigns for scoring; REST API for field updates.
  
• Sample Configuration: Set up campaigns to evaluate score and trigger owner change.
  

7. ActiveCampaign

• Feature/Setting: Lead Scoring and Automated Deals Assignment.
  
• Sample Configuration: Set up “Deal Score” with Automations; assign using “Deals” endpoint.
  

8. Mailchimp

• Feature/Setting: Contact rating; Automation triggers for handoff.
  
• Sample Configuration: Use “Add or Update Contact” API and initiate webhook to notify sales team.
  

9. Intercom

• Feature/Setting: Custom Attributes, Lead Qualification & Assignment Rules.
  
• Sample Configuration: REST API to set “Lead Score”; conversation assignment automation.
  

10. Airtable

• Feature/Setting: Form submissions, Automation blocks for lead routing.
  
• Sample Configuration: Script block calculates score and updates “Sales Rep” field.
  

11. Google Sheets

• Feature/Setting: App Script for formulas; Integration with webhooks.
  
• Sample Configuration: Script scores lead, triggers webhook to assign in CRM.
  

12. Slack

• Feature/Setting: Incoming Webhooks, Custom Bots for notification and assignment.
  
• Sample Configuration: API to send notifications to correct sales channel/user when lead qualified.
  

13. Twilio

• Feature/Setting: SMS Webhook Events, TaskRouter for team assignment.
  
• Sample Configuration: SMS received triggers function to score and allocate lead.
  

14. SendGrid

• Feature/Setting: Inbound Parse Webhook; sends parsed leads for scoring.
  
• Sample Configuration: Webhook posts to endpoint, which scores and assigns leads.
  

15. Typeform

• Feature/Setting: Webhooks for new responses, API for data pull.
  
• Sample Configuration: Response captured, processed, scored, lead pushed to CRM with owner.
  

16. LinkedIn Lead Gen

• Feature/Setting: Lead Gen Forms, API to extract new leads, webhook for handoff.
  
• Sample Configuration: New lead triggers scoring logic; API updates sales team.
  

17. Zapier

• Feature/Setting: Multi-step automation for integrating form, scoring, and CRM.
  
• Sample Configuration: Trigger - new lead; Actions - score, assign, notify sales.
  

18. Calendly

• Feature/Setting: Webhook notification on meeting schedule; triggers scoring.
  
• Sample Configuration: Meeting triggers evaluation of lead; sales assigned if criteria met.
  

19. Monday.com

• Feature/Setting: Item automation, webhook triggers.
  
• Sample Configuration: New item triggers formula, item re-assigned to team member.
  

20. Freshsales

• Feature/Setting: Lead Scoring, Auto-Assignment via CRM rules.
  
• Sample Configuration: Configure “Lead Score” fields; enable auto-assign in workflow.
  

21. Google Forms

• Feature/Setting: On submit, trigger App Script for scoring and assignment.
  
• Sample Configuration: Script parses entry, computes score, and notifies sales via email/API.
  

22. Asana

• Feature/Setting: Form submissions, project automation.
  
• Sample Configuration: Task auto-created and assigned to sales based on form content.
  

Benefits

1. Reduces manual lead review and assignment workload.

2. Ensures fast follow-up on high-potential opportunities.

3. Standardizes lead quality evaluation, improving sales productivity.

4. Integrates seamlessly with varied business tech stacks.

5. Supports scalable, repeatable lead management for growth.