Let’s be honest: Manually scoring leads is a slog. If you’re in sales ops or running a lean sales team, you know that sorting through Excel sheets or clicking through CRMs slows everything down. This guide cuts through the fluff and shows you, step by step, how to automate lead scoring workflows in Trigify.io so you can qualify leads faster and actually spend time closing, not clicking.
We’ll cover what’s worth automating, how to avoid common traps, and how to build a system that works—without making it more complicated than it needs to be.
Why Automate Lead Scoring Anyway?
If you’re still scoring leads by hand or using half-baked “AI” plugins, you’re probably:
- Wasting time on leads that’ll never convert.
- Missing hot leads because they got buried.
- Arguing over what makes a lead “good” in the first place.
Automating lead scoring means:
- Your sales team spends time with real prospects, not spreadsheets.
- No more “gut feel” debates—just clear, consistent rules.
- You know instantly when a lead is worth a follow-up.
But, automation only works if your rules make sense and your data isn’t garbage. Let’s get practical.
Step 1: Get Your Lead Data in Shape
Before you even touch Trigifyio, make sure your data isn’t a dumpster fire. Automation can’t fix bad data—it just makes bad decisions faster.
What to check:
- Are all your leads coming into one place? (CRM, spreadsheet, wherever)
- Do you have the basic info you need? (Name, email, company, maybe job title or industry)
- Is the data clean? (No duplicates, obvious spam, or missing fields)
Pro Tip:
Don’t wait for “perfect” data. Just make sure the most important fields are reliable. You can always improve later.
Step 2: Define Your Lead Scoring Criteria
This is where most folks overthink it. You don’t need 20 variables and a PhD in statistics. Start simple:
Common scoring factors:
- Demographics: Job title, company size, industry.
- Engagement: Opened emails, clicked links, filled out forms.
- Source: Did they come from a webinar, a cold ad, or a referral?
Example Scoring Table:
| Factor | Points | |--------------------------|------------| | Job Title: Decision Maker| +10 | | Company Size: 100+ | +5 | | Opened last 3 emails | +8 | | Came from referral | +12 | | Used personal email | -5 | | No company website | -10 |
Keep it actionable:
If you can’t actually use a variable (like “interested in AI trends”), skip it. Only score what you can measure right now.
Step 3: Set Up Your Scoring Model in Trigifyio
Now the fun part. Log in to Trigify.io and get ready to build.
3.1: Create a Lead Scoring Workflow
- Go to your Trigifyio dashboard.
- Click “Create Workflow” and pick “Lead Scoring” as the template (if available).
- Name it something obvious, like “2024 Lead Scoring.”
3.2: Add Your Scoring Rules
- For each factor you listed, add a rule:
- “If Job Title contains ‘Director’ or ‘VP’, add 10 points.”
- “If Email Domain is gmail.com, subtract 5 points.”
- “If Lead opened last 3 emails, add 8 points.”
- Trigifyio usually lets you stack multiple rules. Don’t go wild—start with your top 3-5.
3.3: Set Score Thresholds
- Decide what scores mean:
- 20+ = “Hot Lead”
- 10-19 = “Warm Lead”
- Below 10 = “Cold Lead”
- Add these as tags or stages in your workflow. This way, your team can filter leads by real priority.
What works:
Simple, transparent rules. Everyone understands them, and you can tweak later.
What doesn’t:
Trying to automate “gut feel” or building a Frankenstein’s monster of 30 different scoring rules. Start simple. You’ll thank yourself.
Step 4: Trigger Actions Based on Lead Score
Automated scoring is only half the job. You need to do something with those scores.
4.1: Route Hot Leads Instantly
- Set up an action: “If score ≥ 20, assign lead to sales rep and send Slack notification.”
- Optional: Send a personalized email or SMS to the lead (“Hey, saw you downloaded our guide…”).
4.2: Nurture Warm Leads
- “If score between 10 and 19, add to nurture sequence.”
- Trigifyio can usually push these leads to your email tool or CRM list automatically.
4.3: Ignore (or Recycle) Cold Leads
- If a lead’s score is low, don’t bother your sales team.
- Some folks set up a quarterly re-engagement campaign—fine, but don’t overcomplicate.
Pro Tip:
Automate the boring stuff first (assigning, tagging, moving leads). Don’t try to automate every single follow-up touch unless you have a really dialed-in process.
Step 5: Test, Monitor, and Adjust
No lead scoring model survives first contact with real prospects. Here’s how to keep yours useful:
- Check the results weekly: Are hot leads actually converting? Is your team ignoring “warm” leads?
- Tweak the rules: If too many leads are marked “hot” (or none are), adjust your point values or thresholds.
- Ignore edge cases: Don’t stress about the one weird lead that slipped through. Focus on patterns.
Pitfall to avoid:
Don’t set it and forget it. Lead scoring needs tuning—especially as your audience or product changes.
Common Traps (and How to Dodge Them)
- Overcomplicating the model: More rules ≠ better results. Pick the few that matter.
- Bad source data: If your CRM is full of junk, your scoring will be too. Clean as you go.
- No feedback loop: Talk to your sales team. Are they happy with the leads? If not, fix the model.
Keeping It Simple (and Useful)
Automating lead scoring in Trigifyio isn’t magic, but it does save time and headaches—if you keep your rules clear and your data clean. Start with a basic model, automate the handoffs, and tweak as you go. Don’t chase perfection. Just get a little better every week, and let your sales team do what they do best: actually sell.