CRM Lead Scoring & Routing

🚀 CRM Lead Scoring & Routing Automation Template

Description

Most businesses collect leads — but don’t know which ones are worth calling first.

Sales teams waste time chasing low-quality leads, while serious buyers wait and lose interest.

This CRM Lead Scoring & Routing Automation Template solves that problem instantly.

The template automatically analyzes every incoming lead, scores them based on budget, urgency, company size, and decision-maker status, and routes them to the right sales action — without manual work.

🔥 Hot leads go straight to your sales team

🌤 Warm leads are followed up at the right time

❄️ Cold leads are nurtured automatically until they’re ready

No spreadsheets. No manual filtering. No missed opportunities.

✅ What This Template Does

• Automatically scores incoming CRM leads
• Categorizes leads as Hot, Warm, or Cold
• Instantly notifies sales for high-intent leads
• Assigns leads to the right sales rep
• Sends automated follow-ups and nurture emails
• Re-activates cold leads when they show interest

💡 Why Businesses Buy This Template

• Saves hours of manual lead qualification
• Helps sales teams focus on real buyers
• Improves response time and conversion rates
• Prevents hot leads from going cold
• Works 24/7 without human effort

⚙️ Works With

• n8n Automation
• Airtable, HubSpot, Zoho, Google Sheets
• Website forms, WhatsApp, Chatbots
• Email, Slack, WhatsApp notifications
• Google Calendar (meeting scheduling)

🎯 Best For

• B2B companies
• Agencies & consultants
• SaaS businesses
• Sales teams handling many leads
• Automation freelancers & builders

📦 What You Get

• Ready-to-use n8n workflow template
• Clear scoring logic (easy to customize)
• CRM routing setup
• Automated email & notification flows
• Setup guidance (plug & play)

🧠 Simple Summary

This template turns messy leads into a clean, prioritized sales pipeline — automatically.