Looking to stop chasing dead-end leads? If you’re in sales or marketing and want to make sure you spend time on the right prospects, lead scoring can be a lifesaver. This practical guide will show you, step by step, how to set up lead scoring in Zymplify so you can finally tell the difference between the tire-kickers and the people who are actually ready to buy.
No fluff here—just what works, what to skip, and a few gotchas to watch out for.
Why bother with lead scoring at all?
Not all leads are worth your time. Some are just curious, some will never buy, and a few are ready to talk to sales right now. Lead scoring is about separating the wheat from the chaff—assigning points to leads based on what they do (or don’t do) and who they are, so you know who’s worth a call and who should stay in the nurture track.
If you’ve ever wasted hours on someone who downloaded three whitepapers but never replied to a single email, you know why this matters.
Step 1: Get clear on what “sales-ready” actually means for you
Before you even touch Zymplify, sit down and define—honestly—what makes a lead “ready” for sales at your company. It’s tempting to just copy generic rules, but every business is different.
Ask yourself: - What actions do real buyers usually take before buying? (e.g., booking a demo, visiting pricing page) - Which job titles/industries turn into deals most often? - Are there red flags that usually mean a lead is a waste of time?
Write this down. If you skip this, your lead scoring model will be as useful as a magic 8-ball.
Pro tip: Ask your sales team for input. They know which leads turn into real conversations and which ones go nowhere.
Step 2: Map out the key lead behaviors and traits to score
In Zymplify, you can score leads based on two main things:
- Demographics: Who the lead is (job title, company size, industry, location, etc.)
- Behaviors: What the lead does (opens emails, clicks links, fills out forms, visits pages, etc.)
Start with the basics: - Job titles that match your buyer personas - Company size and industry - Email engagement (opens/clicks) - Website activity (visited key pages, download resources, etc.) - Event attendance or webinar signups
Stuff that usually isn’t worth scoring (unless you have a good reason): - Social likes or follows (these don’t always mean intent) - Generic blog visits (unless you know certain articles correlate with buying) - Super granular behaviors (like “clicked the unsubscribe link”—not a good sign!)
Step 3: Log in to Zymplify and find the Lead Scoring section
- Go to your Zymplify dashboard.
- Head to “Automation” or “Lead Management” (depends on your version).
- Look for the “Lead Scoring” area. It might be called “Scoring Models” or something similar.
If you can’t find it, don’t spend ages looking—just check Zymplify’s help docs or ask support. They move things around sometimes.
Step 4: Set up your scoring rules
Here’s where the rubber meets the road. In Zymplify, you create rules that add or subtract points based on activities or traits.
How to do it: 1. Click “Add New Scoring Model” or “Create Lead Scoring Rule.” 2. Give it a clear name (e.g., “2024 Sales Ready Model”—not “Test”). 3. Start adding rules based on your earlier list.
Examples: - +20 points: Visited pricing page - +15 points: Booked a demo - +10 points: Job title contains “Director” or “VP” - +5 points: Opened 2+ marketing emails - -10 points: Used a free email provider (e.g., Gmail, Yahoo) - -20 points: Outside your target country
Don’t go wild: More rules ≠ better. Start with 5-10 rules maximum. You can always tweak later.
Pro tip: Weight the big buying signals the highest. Visiting your pricing page or booking a call should matter a lot more than opening an email.
Step 5: Set a “sales-ready” threshold
Now you need to decide: How many points does it take for a lead to be considered “sales-ready”?
- Look at your rules and add up a realistic “good lead.” Is it 50 points? 70? No magic number here—you’ll need to guess and adjust.
- In Zymplify, set this as your trigger: when a lead hits this score, they’re flagged or moved to a “hot leads” list.
What works: Start conservative. It’s better to have a few solid leads get through than to flood sales with “meh” ones.
What doesn’t: Don’t set the bar too low. If everyone’s “sales-ready,” no one is.
Step 6: Test your scoring model with real leads
Before you unleash this on your sales team, test it. Pull up a list of recent leads and apply your scoring manually (or let Zymplify do it, if you can). See who actually gets flagged as “sales-ready.”
- Are your best leads making the cut?
- Are any clear duds sneaking through?
- Adjust your rules and thresholds as needed.
Pro tip: Revisit this every month or so. Buyer behavior changes, and so should your scoring.
Step 7: Set up automation to alert sales (but don’t overdo it)
Zymplify lets you automate notifications—send an email, assign a task, or push a lead into your CRM when they hit your threshold.
How to do it: - Go to the automation/workflow builder. - Set a trigger: “When lead score ≥ [your threshold]…” - Action: Notify sales rep, move to hot leads pipeline, etc.
What works: A simple email or CRM task is enough. Don’t set up a full marching band for every lead that crosses the line.
What doesn’t: Flooding your sales team with alerts for every minor change. Only fire when it really matters.
Step 8: Keep it simple, keep iterating
Lead scoring isn’t a “set it and forget it” thing. You’ll never get it perfect on the first try—and that’s fine.
- Check in with your sales team. Are the “hot” leads actually hot?
- If you’re not seeing results, tweak the rules or raise/lower the threshold.
- Ignore vanity metrics. If your sales team isn’t closing more deals or having better conversations, who cares what the score says?
What you can ignore: Don’t get sucked into making a super-complex model unless you have thousands of leads pouring in every week. For most teams, simple works best.
Quick troubleshooting
If your lead scoring in Zymplify isn’t working, here’s what to check first:
- Did you set the right triggers for your scoring rules?
- Are you tracking the right behaviors (or too many)?
- Is your data clean? Garbage in, garbage out.
- Did you remember to save and activate your scoring model? (Sounds obvious, but…)
- Are your sales reps actually seeing the alerts?
If you’re stuck, don’t waste hours. Ask Zymplify support for help or start with a really basic model and build up.
Final thoughts
Lead scoring in Zymplify is only as good as the rules you set—and how honest you are about what actually signals a real buyer. Don’t overthink it. Start simple, watch what works, and adjust as you go. The goal isn’t a perfect score; it’s just to help you spot the leads who are actually worth your time.
And remember: no model will save you from bad marketing or a weak product. But a good lead scoring setup? That can save you a ton of wasted effort. Keep it simple, and keep moving.