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Infusionsoft Cookbook by Paul Sokol

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Automating based on lead score achievement

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).

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and inside a new campaign.

How to do it...

  1. Drag out a lead score goal and a sequence; connect as shown in the following image and rename accordingly:
    How to do it...
  2. Double-click on the lead score goal to configure it.
  3. Configure the goal for when the score increases ...

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