Tired of manually sifting through lead applications? 😩 This guide reveals how to build an automated lead scoring system using Make (formerly Integromat), a powerful and budget-friendly Zapier alternative.
🧲 Why Automated Lead Scoring Matters
Imagine this: a flood of applications hits your inbox. 😵💫 Instead of drowning in paperwork, your automated system instantly:
- Qualifies leads: Identifies hot prospects likely to convert. 🔥
- Prioritizes your efforts: Focuses your energy on the most promising leads. 🎯
- Boosts efficiency: Saves you time and resources by automating tedious tasks. 🤖
📝 Blueprint for Success: Mapping Your Questions & Scores
Before diving into automation, define your scoring system.
- List your questions: Jot down key questions that reveal a lead’s potential.
Example: Do you run an agency? How many clients do you have? - Assign point values: Allocate points based on the desirability of each answer.
Example: “Yes” to running an agency = 2 points.
This creates a clear framework for your automation to follow.
⚙️ Building Your Scoring Machine with Make
-
Create Custom Fields in HighLevel:
- Head to “Settings” and then “Custom Fields.”
- Add fields for each question, ensuring the answer choices match your spreadsheet.
- Use field types like “Drop Down,” “Number,” and “Monetary” for accurate data input.
-
Design Your Lead Capture Form:
- Go to “Sites,” then “Forms,” and select “Form Builder.”
- Add your custom fields to the form, making essential ones “Required.”
-
Integrate with Your Calendar (Optional):
- If using a calendar booking system, link your form under “Calendar Settings.”
-
Set Up the Automation Workflow in HighLevel:
- Navigate to “Automations” and create a new workflow triggered by “Appointment Confirmed.”
- Add a “Webhook” action to send data to Make.
-
Configure the Scoring Logic in Make:
- Create a new scenario in Make, starting with a “Custom Webhook.”
- Use “Set Multiple Variables” to define each question and its scoring logic.
- Employ functions like “Switch” for dropdown answers and “If” for number ranges.
-
Send Automated Notifications via Slack:
- Add a “Slack” action to your Make scenario.
- Customize your message with lead details, answers, and the calculated score.
💡 Pro Tips for Automation Mastery
- Test Thoroughly: Use Make’s testing features to ensure your scoring logic is flawless.
- Iterate and Improve: Analyze results and refine your questions or scoring system over time.
- Explore Make’s Potential: Discover advanced features like conditional paths and integrations.
🧰 Resource Toolbox
- Make (formerly Integromat): A powerful and affordable automation platform. https://www.make.com/en
- HighLevel: An all-in-one marketing and sales platform. https://www.gohighlevel.com/
- Slack: A popular communication tool for teams. https://slack.com/
✨ Transform Your Lead Management
By automating your lead scoring, you unlock a world of possibilities. Focus on building relationships, closing deals, and growing your business while your automated system works tirelessly in the background. 🚀
