Lead qualification scoring and tagging

Purpose

1. Automate qualification of leads for double glazing by scoring and tagging based on predefined criteria, ensuring more efficient management and sales pipeline automation.

2. Automatedly prioritize leads ready for outreach, segment unqualified prospects, streamline sales follow-up, and reduce manual assessment effort in wholesale building services.

3. Enable end-to-end automation across CRM, communication, and marketing systems for optimal lead lifecycle automation.

Trigger Conditions

1. New lead submitted via website or landing page (form submission automation).

2. CRM entry created or updated (automated event trigger).

3. Inbound call or SMS received from advertising campaign (call tracking automation).

4. Email campaign response via marketing automation platform.

Platform Variants

1. Salesforce

• Feature: Lead Scoring Rules
  
• Sample: Configure “Auto-Score and Tag on New Lead” via Salesforce Process Builder and custom fields for automatedly tagging based on predefined criteria.
  

2. HubSpot

• Feature: Workflows & Lead Scoring
  
• Sample: Automate scoring based on property values; activate workflow for automated tagging once score threshold met.
  

3. Zoho CRM

• Feature: Workflow Automation & Lead Scoring Rules
  
• Sample: Set workflow to automate lead score calculation and tag with criteria like location, budget, and project size.
  

4. Pipedrive

• Feature: Custom Fields & Workflow Automation
  
• Sample: Automate tagging using custom automator for leads entering a stage or matching defined properties.
  

5. ActiveCampaign

• Feature: Automations & Scoring
  
• Sample: Trigger contact scoring and automatedly apply lead tags through a series of automations.
  

6. Mailchimp

• Feature: Audience Tagging Automation
  
• Sample: Use Mailchimp’s automation to tag new leads triggered by signup form or integrated inbound event.
  

7. Twilio

• Feature: Programmable Messaging API
  
• Sample: Automate SMS-based lead collection and trigger webhook for lead qualification automation.
  

8. SendGrid

• Feature: Event Webhooks
  
• Sample: Automate scoring/tagging when emails by leads are opened or replied, using event-driven automation.
  

9. Slack

• Feature: Workflow Builder
  
• Sample: Use custom workflows to automate lead notifications and tag qualifying leads in dedicated channels.
  

10. Google Sheets

• Feature: Script Automation
  
• Sample: Automate score calculation with Google Apps Script—auto-tag leads as data is submitted or updated in the sheet.
  

11. Airtable

• Feature: Automations
  
• Sample: Automate lead scoring script that applies score and tag fields based on incoming data.
  

12. Microsoft Power Automate

• Feature: Flow Automation
  
• Sample: Create flows that score and tag leads in integrated Dynamics 365 or Excel online environments.
  

13. Intercom

• Feature: Qualification Bots
  
• Sample: Automate initial chat qualification and auto-tag user profiles using Intercom’s operator automation.
  

14. Marketo

• Feature: Smart Campaigns
  
• Sample: Automated lead scoring and tagging via Smart Lists and flow automation steps.
  

15. Outreach

• Feature: Triggers
  
• Sample: Automator triggers scoring/tagging and workflow routing upon lead response or stage progression.
  

16. Copper

• Feature: Workflow Automations
  
• Sample: Automated scoring/tagging as new leads are created or updated based on webform criteria.
  

17. ClickUp

• Feature: Automations
  
• Sample: Automate status or tag update in the pipeline being used for double glazing inquiries.
  

18. Monday.com

• Feature: Automations & Custom Recipes
  
• Sample: Automate lead score tags when new lead items enter or status updates.
  

19. Keap (Infusionsoft)

• Feature: Tagging Automation
  
• Sample: Use automation features for lead scoring, then auto-apply lead tags based on engagement criteria.
  

20. Zendesk Sell

• Feature: Triggers & Workflows
  
• Sample: Automate lead tag updates upon ticket or contact creation using custom automated triggers.
  

Benefits

1. Automatedly speeds up the qualification framework, ensuring prompt sales responses.

2. Automates the removal of unqualified leads, increasing sales efficiency and productivity.

3. Enhances reporting through dynamic tags for granular segmentation and follow-up automation.

4. Enables scalable, low-touch lead management and automates integration with subsequent sales and marketing workflow automations.

5. Automating these tasks reduces manual errors, increases conversion rates, and supports business growth through systematic automation.