🤖 Here is a step-by-step guide on how to automate lead scoring for sales teams using n8n:
- Connect your CRM tool to n8n to retrieve lead data.
- Use a data processing node to clean and standardize the lead data.
- Utilize a data enrichment API to gather additional information about the leads.
- Implement a scoring system based on lead attributes using n8n functions.
- Assign scores to leads based on the defined criteria.
- Segment leads into categories (e.g., hot, warm, cold) using n8n conditional nodes.
- Integrate with your CRM tool to update lead statuses based on the scores.
- Set up notifications for sales teams to follow up on hot leads immediately.
- Schedule regular updates and recalculations of lead scores using n8n cron nodes.
Summary of APIs, Scripts, or Tools Used:
1. CRM tool API – to retrieve lead data and update lead statuses.
2. Data enrichment API – to gather additional information about the leads.
3. n8n functions – to implement the scoring system based on lead attributes.
