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CRM
November 2025 • 6 min read

How to Qualify Leads Automatically with Scoring and Pipeline Triggers

Route high-value leads instantly with scoring rules and stage-based automations.

The Problem: All Leads Treated the Same

Not all leads are equal. High-value opportunities (urgent jobs, premium services, repeat customers) deserve immediate attention, while low-intent inquiries can be nurtured over time.

The Solution: Lead Scoring + Pipeline Triggers

Lead scoring assigns points based on behavior, job type, location, and urgency. When a lead crosses a threshold, pipeline triggers automatically route it to the right team member or launch a priority follow-up sequence.

How Lead Scoring Works

  • +10 points for emergency service requests
  • +5 points for residential vs commercial
  • +3 points for repeat customers
  • +5 points for high-value service types
  • -2 points for out-of-area inquiries

Pipeline Triggers in Action

A lead scores 18 points (emergency + repeat customer). The CRM automatically assigns it to your top dispatcher, sends an SMS to the customer within 2 minutes, and flags the job for same-day scheduling.

Takeaway

This automation ensures your best leads never slip through the cracks while reducing time wasted on low-fit prospects.

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