Lead Management & Customer AcquisitionPurpose
1.2. Aggregate data from web forms, phone inquiries, SMS, and email to central CRM automatically.
1.3. Analyze intent, budget, urgency, location, and product interest while enforcing duplicate lead checks.
1.4. Route scored leads to the sales team with context, and automate follow-up based on score brackets.
1.5. Adjust scoring logic dynamically with historical conversion performance feedback.
Trigger Conditions
2.2. Incoming phone call, SMS, chat conversation, or social media inquiry mentioning AC units.
2.3. New record in the CRM marked as an unqualified or unscored lead.
2.4. Receipt of a new email requesting price, product info, or service availability.
2.5. Update or edit to a lead’s profile with more qualifying data.
Platform Variants
• Feature: Lead Assignment Rules; Configure criteria to automatically assign scores and owners.
3.2. Hubspot
• Feature: Predictive Lead Scoring; Set up rules on contact properties, engagement, demo requests.
3.3. Zoho CRM
• API: Leads API; Use scoring rules on lead source and property updates.
3.4. Pipedrive
• API: Lead creation webhook; Trigger automations for custom field-based scoring.
3.5. Microsoft Dynamics 365
• Function: Lead Scoring Models; Calibrate based on form fields, emails opened, and calls.
3.6. Freshsales
• Setting: Lead scoring logic; Score engagement and AC product-specific touchpoints.
3.7. Monday.com
• Automation: When new item; Auto-calculate scores with formula columns and integrations.
3.8. ActiveCampaign
• Feature: Deal Scoring; Apply scores based on email actions, tags, and custom answers.
3.9. Marketo
• Setting: Smart Campaigns; Assign points based on web activity and initiated conversations.
3.10. Mailchimp
• Feature: Contact Ratings; Set up rules to re-score based on engagement and AC unit preferences.
3.11. Intercom
• Function: Custom Bots, Qualification Data; Trigger sequences and score answers from web chat.
3.12. Drift
• API: Playbooks; Use chatbot responses to assign lead scores and notify sales.
3.13. Zendesk Sell
• Feature: Lead Smart Lists; Auto-update scores from lead actions across AC inquiries.
3.14. Slack
• API: Incoming Webhook; Push lead data and scores into sales channels for real-time alerts.
3.15. CallRail
• Feature: Call Score Tags; Mark lead quality from phone channel and trigger downstream.
3.16. Google Sheets
• Function: App Script Webhooks; Update sheets automatically as leads are scored.
3.17. Twilio
• API: Studio Flows; Score inbound texts and call responses on AC unit-related keywords.
3.18. Facebook Lead Ads
• API: Instant Form Data; Grab and auto-score new leads on submission using integration.
3.19. Typeform
• API: Response Webhook; On new AC lead response, trigger score calculation logic.
3.20. Airtable
• Automation: Scripted actions; Assign or update record scores for all incoming leads.
3.21. Google Cloud Functions
• Function: HTTP Trigger; Apply custom Python/Node.js scoring logic for submitted leads.
3.22. Segment
• API: Track & Identify; Aggregate user data and apply scoring via downstream destinations.
Benefits
4.2. Reduces manual screening to zero, saving significant sales hours and avoiding lost leads.
4.3. Improves consistency and transparency in qualification decisions.
4.4. Data-driven scoring refines with each customer touchpoint, optimizing conversion.
4.5. Ensures no potential customer falls through by automating multi-channel intake and scoring.