Yes, you can trigger various automated actions and sequences when leads reach a particular score.
Here are a few things you can trigger when leads reach a particular score:
- Trigger lead export to CRM.
- Trigger email and browser notifications.
- Trigger messages on Slack.
- Trigger lead export to email marketing software for drip nurturing.
- Trigger lead export to any automation software.
- Trigger lead export to Zapier for workflow automation.
- And, many more…
To segment out leads when they reach a scoring threshold, you need to create a Segment. Go to the Segments section on your website and create a Segment with filter “Lead score is > Greater than or equal to” and enter your desired lead score.
While saving the Segment, you will be asked if you want to trigger email or browser notifications for yourself and your team members. You can also create Zapier automated workflows from that page.
The automation from Salespanel can be triggered either directly by Salespanel, or using Zapier.
Most automation workflows like sending notifications on Slack or exporting leads to CRM/email marketing tools can be triggered with Zapier for free without any coding requirements. To read about how you can trigger Zapier automation, please have a look at this guide.
Salespanel’s REST API documentation can be accessed from here. Let us know if you need any help or have any questions.