Tired of manually sifting through lead applications? 😩 This guide reveals how to automate your lead scoring and streamline your workflow using Make (formerly Integromat) and HighLevel!
🧲 Why Automated Lead Scoring?
Imagine this: a flood of applications hits your inbox. 😵💫 Instead of spending hours evaluating each one, an automated system instantly calculates a score based on pre-defined criteria. This score determines the lead’s quality, allowing you to prioritize high-potential prospects.
⚙️ Building Your Scoring System
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Define Custom Fields: In HighLevel, create custom fields for each question on your application form. Choose the appropriate field type (e.g., drop-down, number, monetary).
💡 Example: For the question “Do you run an agency?”, create a drop-down field with options “Yes” and “No.”
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Craft Your Application Form: Design a user-friendly form in HighLevel, incorporating the custom fields you just created. Ensure all essential questions are included and marked as required.
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Set Up Your Calendar: Configure a calendar in HighLevel and link it to your application form. This allows leads to book a call directly after submitting their application.
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Create the HighLevel Workflow: Build an automation workflow in HighLevel that triggers when an appointment is booked on your calendar. This workflow will send a webhook containing the lead’s information to Make.
🤖 Automating Scoring with Make
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Capture the Webhook: In Make, create a new scenario that starts with a “Custom Webhook” module. This module will receive the lead data from HighLevel.
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Calculate Individual Scores: Use the “Set Multiple Variables” module to calculate a score for each application answer. Utilize formulas like “Switch” for drop-down answers and “If” statements for number ranges.
💡 Example: If the answer to “Do you run an agency?” is “Yes,” assign a score of 2. If “No,” assign a score of 0.
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Calculate the Total Score: Employ another “Set Variable” module to sum up the individual scores, providing a final application score.
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Send Slack Notifications: Integrate a “Slack” module to send a notification to your chosen channel. Customize the message to include the lead’s information, answers, individual scores, and total application score.
🔥 Pro Tip: Include a link to the contact’s profile in HighLevel for quick access!
🔀 Advanced Automation: Conditional Paths
Take your automation further by adding conditional paths based on the total application score.
💡 **Example:** If the score is above a certain threshold, send a congratulatory message and schedule a follow-up. If the score is below the threshold, send a polite decline email.
🏆 Make vs. Zapier: Why Make Wins
While both platforms offer automation, Make outshines Zapier in terms of affordability and flexibility.
- Cost-Effective: Make’s pricing is significantly lower per operation, making it a budget-friendly choice.
- Feature-Rich Free Plan: Make’s free plan includes webhooks, unlike Zapier, allowing you to test and implement this automation without incurring costs.
🧰 Resource Toolbox
- Make: https://www.make.com/en – A powerful automation platform with a user-friendly interface.
- HighLevel: https://www.gohighlevel.com/ – An all-in-one marketing and sales platform for agencies and businesses.
🚀 Transform Your Lead Management Today!
By automating your lead scoring and workflow, you’ll save valuable time, prioritize high-potential leads, and streamline your entire sales process. Implement these strategies and watch your business soar!
