Once we have lead scoring set up, we can also automate based on a contact achieving a certain lead score.
For this recipe, we are going to send the opportunity owner, in this case a sales rep, an e-mail notification when one of their leads achieves the highest lead score possible (5 flames).
We need to be logged in to Infusionsoft, inside a specific account, and inside a new campaign.
Drag out a lead score goal and a sequence; connect as shown in the following image and rename accordingly:
Double-click on the lead score goal to configure it.
Configure the goal for when the score increases to 5 flames; click on the green Save button:
Double-click into the sequence and add a new e-mail step; rename accordingly:
Double-click into the e-mail to edit it.
Configure the e-mail to come from a no-reply address and to the owner using the available merge fields:
Compose a message with information that the sales rep needs to act upon immediately...