Triggering Conversion Automatically When a Lead Score Threshold Is Reached

Overview
Move high‑potential leads into your pipeline instantly by automating deal creation once they hit a certain score.

Steps

1. Navigate to Automation & AI → Workflows and + New Workflow.

2. Select Lead Contact as the module and When Lead Score Changes as the trigger.

3. Add a Condition: Lead Score ≥ [Your Threshold].

4. Add an action Convert to Deal: choose default Pipeline, Stage, Owner, and field mappings.

5. Save and Activate—any time a lead’s score climbs above your threshold, Laywork auto‑creates a deal.

Tips

• Choose a threshold based on historical conversion data (e.g. average score of closed‑won deals).

• Include a Send Internal Notification action so reps know a new deal was created.

• Monitor conversions to tweak your threshold up or down for optimal yield.