Lead scoring based on source and engagement

Purpose

1. Automate lead qualification by scoring inquiries for asbestos testing services based on their source (e.g., website, referral, campaign) and engagement level (e.g., opened emails, form submissions, call duration).
2. Automatedly prioritize follow-up for high-potential leads and streamline the sales process for environmental services.
3. Automates data-driven decision-making for allocation of resources—focuses on clients with higher conversion likelihood.
4. Automation reduces manual review by weighting key behaviors and source credibility, assigning scores for immediate routing.

Trigger Conditions

1. New lead entry into CRM or marketing platform.
2. Incoming web form, phone call, or email related to asbestos services.
3. Engagement actions logged (email open/click, call over threshold duration, repeat visits).
4. Scheduled batch automator processing (e.g., daily at 6am).

Platform Variants

3.1. Salesforce
• Feature/Setting: Lightning Flow/Process Builder; automate rule to increment lead score by source and activities.
3.2. HubSpot
• Feature/Setting: Lead Scoring automation in Workflows API; set custom property for engagement actions.
3.3. Zoho CRM
• Feature/Setting: Blueprint plus Score Rules API; define automatable scoring triggers and thresholds.
3.4. Pipedrive
• Feature/Setting: Workflow Automations; assign points per lead action.
3.5. Marketo
• Feature/Setting: Scoring Triggers; configure Smart Campaign for source + engagement.
3.6. ActiveCampaign
• Feature/Setting: Contact & Deal Scoring Automation; set automator for email or link tracking.
3.7. Intercom
• Feature/Setting: Inbox Automation Rules; automate priority for web and campaign leads.
3.8. Microsoft Dynamics 365
• Feature/Setting: Power Automate + Lead scoring entity; configure API connector for engagement.
3.9. Freshsales
• Feature/Setting: Freddy AI Score; auto-update based on source channel mapping.
3.10. Outreach
• Feature/Setting: Automated Triggers; configure sequencer to update based on clicks and replies.
3.11. Mailchimp
• Feature/Setting: Tag-based Automation; increment score via API when specific automatable tags applied.
3.12. Twilio
• Feature/Setting: Studio Flows; automate SMS response tracking for scoring logic.
3.13. Google Sheets
• Feature/Setting: Apps Script Trigger; automate script runs when new row (lead) added, checks engagement flags.
3.14. Airtable
• Feature/Setting: Automations and Scripting; auto-increase Lead Score field per API lookup from other tools.
3.15. Slack
• Feature/Setting: Workflow Builder; automate score notification when a high-scoring lead is posted.
3.16. Calendly
• Feature/Setting: Webhook or Zapier integration; automate increase when booked meeting source matches asbestos topic.
3.17. SendGrid
• Feature/Setting: Event Webhook; trigger automator on open/click, update lead score via connected app.
3.18. Pardot
• Feature/Setting: Scoring Rules via API; automate increase for business-referral sources.
3.19. Wise Agent
• Feature/Setting: Automation Rules; adjust score when certain contact fields indicate high engagement.
3.20. Monday.com
• Feature/Setting: Automations Center; configure recipe: ‘When column changes (engagement), increase score.’

Benefits

1. Automates objective lead assessment, eliminating subjective bias.
2. Enables automated focus on prospects reflecting real interest in asbestos testing.
3. Reduces delay via automating task assignment to sales or inspectors.
4. Automation optimizes follow-up strategy informed by real engagement and conversion history.
5. Automating repetitive qualification ensures all leads evaluated at scale, growing conversion potential.