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TutorialsBuild a behavioral lead-scoring flow
Tutorial

Build a behavioral lead-scoring flow

Outcome: leads that engage enough get qualified by voice-lead-qualifier automatically. Nobody has to watch a dashboard waiting for the right moment.

Before you start

  • At least one source of behavioral signal hooked up: email opens via Gmail, page visits via the 10ex tracking pixel, or form submissions via Forms
  • A phone number field on your lead schema (the qualifier needs it to dial out)
  • Any pre-existing scoring rules you want to port over

Time: about 20 minutes if your signals are already flowing, plus a one-week observation window before you trust the threshold.

Steps

  1. From Workflows → Templates, pick Behavioral lead scoring + auto-qualify. The template ships with sensible defaults, so you’re only tuning weights and thresholds, not building from scratch.
  2. Wire signals: email opens, replies, page visits, and form submissions. Tweak the weights to match your motion. Replies and form submits should weigh much more than opens or visits, since opens are noisy after iOS Mail Privacy Protection.
  3. Set the threshold (for example, 80) and the action: run voice-lead-qualifier with the lead’s phone number. This is where the dedupe rule fires. If the same lead crosses the threshold twice in 24 hours, the second event is ignored, not re-queued.
  4. Test with a sample lead. Bump the score manually from the lead detail page and verify the agent fires.

For the scoring model, see Concepts → Behavioral lead scoring.

How to choose the right threshold

Start at 80 and watch for a week. If the qualifier is firing on cold leads, raise to 90. If genuinely warm leads are falling through, drop to 70. The score history on each lead detail page shows you which signal pushed them over, so you can recalibrate weights instead of just nudging the threshold.

If something looks wrong

  • Scores never move. Your tracking pixel isn’t firing, or the Gmail connector lost open-tracking scope. Open Settings → Integrations and reconnect Gmail with all scopes.
  • Qualifier agent fires but doesn’t dial. The lead has no phone number, or the number failed E.164 validation. The workflow log shows which leads were skipped and why.
  • Same lead qualifies twice. Dedupe is keyed on lead ID and a 24-hour window. If you imported the same person twice with different IDs, dedupe can’t catch it. Run the lead-merge tool first.

What to do next

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