Automation Rules
Lead routing, scoring triggers, and workflow automation
Overview
Automation rule definitions for lead processing, routing, and engagement tracking.
Rule Categories
Lead Scoring Triggers
| Trigger |
Score Change |
Rationale |
| Website visit (key page) |
+5 |
Interest signal |
| Content download |
+10 |
Engagement |
| Webinar registration |
+15 |
High intent |
| Pricing page visit |
+20 |
Purchase consideration |
| Demo request |
+50 |
Sales ready |
Lead Routing Rules
| Condition |
Route To |
SLA |
| Score ≥ 80 |
Sales (immediate) |
1 hour |
| Score 50-79 |
Sales (queue) |
24 hours |
| Score 30-49 |
Nurture sequence |
Auto |
| Score < 30 |
Newsletter only |
Auto |
Lifecycle Triggers
| Event |
Action |
Timing |
| MQL threshold reached |
Alert sales, update status |
Immediate |
| 30 days no activity |
Re-engagement sequence |
Auto |
| 90 days no activity |
Dormant status |
Auto |
| Meeting booked |
SQL status, prep email |
Immediate |
| Platform |
Use Case |
| HubSpot |
Marketing automation, scoring |
| Apollo |
Outreach sequences |
| Zapier |
Integration workflows |
| Slack |
Alert notifications |
Rule Documentation Template
# Rule: [Name]
**Trigger**: [What initiates the rule]
**Condition**: [Criteria that must be met]
**Action**: [What happens]
**Exceptions**: [When rule doesn't apply]
**Owner**: [Who maintains this rule]