Lead qualification funnel: score, tag and route leads
Score every lead, tag the hot ones, alert sales instantly and send everyone to your CRM.
| Piece | How |
|---|---|
| Score | Points for company size, budget, role and timeline into a Lead score. |
| Labels | Tags Hot lead (score ≥ 70), Warm (40-69), Nurture. |
| Speed | An automation emails sales the moment a hot lead submits. |
| CRM | Every lead goes to HubSpot, GoHighLevel or ActiveCampaign, with tags and a note. |
| Attribution | Hidden fields capture utm_source and utm_campaign from your ads. |
- Build the questionsContact details, company size, role, budget, timeline, main need.
- Score themLogic → points per answer into one Lead score dimension. See Points.
- Add tagsLogic → Tags → Hot lead when Lead score is at least 70, and so on. See Tags.
- Capture the source
- Alert salesIntegrations → Automations → Only for people who match… Tag has Hot lead → + Send an email to sales. See Automations.
- Send to your CRMIntegrations → Apps → your CRM, with the response's tags included. See HubSpot.
- Different endingsHot leads see your Calendly. Everyone else gets a useful resource.