Lead score threshold met, elevate to sales

With proper lead-scoring implemented, you can automate the prioritization of leads closer to a buying decision straight to sales and alert them to a low-risk opportunity

Preparation:

• INBOX25 fully connected with CRM (Time - 15 minutes)
• Lead-scoring enabled and configured (Time 2-3 days)
• Data modules (Users, Leads, Contacts) synced with INBOX25 (Time >30 minutes)
• Twilio Integration enabled (Time >5 minutes)

Automated Workflow Steps:

1. Give your workflow a unique name (i.e LeadScore >100-->Assign and Alert Sales) and ensure you're targeting the appropriate CRM module your designated leads reside in
2. For the Automated Condition - Choose Scoreboard along with the intended operator (total score) and choose your threshold (i.e more than 100).
3. Define your wait connector, or how long you'd like to wait to send an alert to sales(i.e 5 min)
4. Setup an automated action, which will be to send the email alert
5. Setup an additional action, which will also be an alert action, however this time select SMS
6. Test your workflow with a record to validate
7. Launch!