CRM Lead Scoring Automation Workflow
Automated lead scoring system that evaluates B2B prospects based on firmographic data, engagement signals, and buying intent. Assigns scores in real-time and routes high-scoring leads to sales for immediate follow-up.
Flow Diagram
graph TD\n A[New Lead] --> B[Enrich Data]\n B --> C[Behavioral Tracking]\n C --> D[Calculate Score]\n D --> E{Score Tier?}\n E -->|Hot 80+| F[Alert Sales Now]\n E -->|Warm 50-79| G[Nurture Sequence]\n E -->|Cold <50| H[Newsletter Only]Steps
- 1
New Lead Entry Trigger
Fires when a new lead enters the system via web form, email inquiry, trade show scan, or Alibaba message. Captures all available contact and company information.
Multi-source trigger: form webhook + email parser + manual entry + API import
- 2
Firmographic Enrichment
Enrich lead with company data: employee count, revenue estimate, industry, location, years in business. Use Apollo.io or similar enrichment API.
Apollo.io People Enrichment API. Map: company_size, industry_match, geo_match to score components
- 3
Behavioral Scoring
Track engagement signals: pages visited (product pages = high intent), email opens/clicks, content downloads, return visits. Each action adds points to lead score.
Score matrix: product_page_visit=+10, pricing_page=+15, email_open=+3, content_download=+8, return_visit=+5
- 4
Score Calculation and Tier Assignment
Sum firmographic score (0-40) + behavioral score (0-60) = total score (0-100). Assign tier: Hot (80+), Warm (50-79), Cold (below 50). Update CRM record.
tier = score >= 80 ? HOT : score >= 50 ? WARM : COLD. Update lead record with score and tier
- 5
Route and Notify Sales
Hot leads get immediate Slack notification to sales team with full profile. Warm leads enter nurture sequence. Cold leads get monthly newsletter only.
HOT: instant Slack alert + assign to sales rep. WARM: add to 5-email nurture sequence. COLD: newsletter list only
Tools Required
Estimated Monthly Cost
/month (AI enrichment assist)
Download This Workflow
Enter your email to get the n8n-compatible JSON file. One-time unlock for all workflows.
Need This Workflow Customized?
We can match this automation to your specific equipment and process.
Get a Quote