Automating Lead Scoring & Re‑scoring

Overview:
Set up workflows so lead scores update automatically when criteria are met or when data changes.

Steps:

1. Go to Automation & AI → Workflows.

2. Create a New Workflow and select Lead Scoring Update.

3. Choose a Trigger (e.g., “When lead visits demo page”).

4. Add an Action: “Increase Lead Score by X points.”

5. Activate the workflow and monitor its execution log.

Tips & Best Practices:

• Automate simple triggers first (e.g., form submissions → +10 points).

• Avoid conflicting workflows—order them or consolidate logic.

• Use workflow logs to verify scoring actions fired as expected.

Troubleshooting / FAQs:

• Q: Workflow didn’t fire?
  A: Check that the trigger conditions exactly match the event and that the workflow is Active.

• Q: Lead score didn’t update?
  A: Look at the lead’s activity timeline to see if the triggering event was recorded.