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If you're just getting started with automation, you're probably wondering "What automation rules should I set up?" As you can see in our List of Automation Rule Triggers article, there are a lot of different rules you can add to optimize your flows.

The recommended best practice when it comes to Automation Rules is to create rules based on your specific sales process and flow. However, there are certain automation rules that are often implemented by Leadcamp users (and our team).

Use this list of common Automation Rules as you start building your rules:

Pushing only specific leads to your CRM

While you can push every lead to your CRM by default, Automation Rules allow you to import only the leads you are actively working on or based on specific criteria.

Things to Note:

  • This setting works with any CRM you connect to Leadcamp, but there may be minor changes depending on the CRM you use

  • Along with lead information, Leadcamp also pushes account information

Common Use Cases

  • Add enriched inbound leads to your CRM only when they meet certain criteria

  • Add leads to your CRM only when they open your emails and meet your ICP

Building this rule

  1. From the Automation tab in your Settings, click New Automation Rule.

  2. In the text box Automation Rule Name: enter the name of your rule, like "Lead Sync" or "Email reply rule".

  3. Enter a Cool Down period of 60 minutes and continue.

  4. As the trigger, choose Activity When lead has email interaction.

  5. Specify the trigger to Opened an email.

  6. For criteria, choose Account's Qualification Score > higher or equal to 50.

  7. Now click + Add Action and choose for Add to CRM.

  8. Click Save Rule.

Assign SQLs to the right seller

Qualified leads are not always the same for everyone, some may be "low hanging fruit" because there was engagement, but not a whole lot, while others may match your ICP perfectly and pay really good attention to your product.

Common Use Cases

  • Assign leads who have only viewed a demo to pre-sales SDRs

  • Assign leads that pay close attention to your brand to the right SDR

Build this rule

  1. From the Automation tab in your Settings, click New Automation Rule.

  2. In the text box Automation Rule Name: enter the name of your rule, like "Qualified Leads".

  3. As the trigger, choose Activity When lead has content interaction.

  4. Specify the trigger to Viewed a specific item and select e.g. your demo video.

  5. For criteria, choose Account's Qualification Score > 5, this will exclude leads that do not have proper account information.

  6. Also as criteria, choose Lead's Heat Score > 50, this will get you leads who pay decent attention to your content and other resources.

  7. Now click + Add Action and choose for Assign to user and select who you'd like to assign the lead to.

  8. As a second Action click + Add Action again and choose for Create Recommendation.

  9. Make a new Recommendation, e.g. to follow up the lead.

  10. Click Save Rule.

Archive unqualified leads

Keep your lead pipeline clean by automating the archiving of old or unqualified leads.

Common Use Cases

  • Archive leads that stopped interacting and who's Heat Score is dropping

Build this rule

  1. From the Automation tab in your Settings, click New Automation Rule.

  2. In the text box Automation Rule Name: enter the name of your rule, like "Archive Dropping Leads" or "Archive Unengaged Leads".

  3. As the trigger, choose Score and specify with Heat Score decreased.

  4. For criteria, choose Last Interaction (days ago) and set it to >= 30.

  5. Now click + Add Action and choose for Archive Lead.

  6. Click Save Rule.

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