What this workflow solves
When a mapped CRM score reaches a threshold, move the lead into a priority sequence.
Lead scores tell you who's heating up. The problem is that scores update in the CRM and then sit there. By the time a rep notices a lead crossed the threshold, the moment of peak interest has already passed.
This recipe watches your lead score field, catches the moment it crosses your priority threshold, and drops the lead into a high-intent sequence immediately. No daily score-checking. No leads going cold while waiting to be noticed.
How the workflow works
- Trigger: Contact updated (or Account updated, depending on whether you score at the contact or account level)
- Action: Adds the contact to a priority sequence
How to set it up
This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.
- Add a trigger and select Contact updated (or Account updated if your score lives on the account). Add a CRM filter on your score field and set the operator and value that match your priority threshold.
- Add an Add contacts to sequence action. Pick your priority sequence and choose how leads should be distributed.
- Hit Launch.