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Lead Management without CRM Integration

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  • Best Answer
    Kristy Abero

    Hi Kendall, 

    You can do this with an Automated Program. Many users without CRM integrations have successfully done this. 

    First, you need to have a segment of contacts that MQL based off lead score. Commonly the segment is a behavior score of 40+. 

    Then you would use this segment as a trigger for an Automated Program. The only real step in the AP workflow would be to send an email alert to your sales team. 

    There should be a Program Template that you can download and use for this in your Act-On account. To find it go to Content > Catalog > Programs > hover and find the template named "Sales Qualified - Alert (Lead Score 40 )" > Download this and set it up in Automation. 

    Please let me know if I can advise further. 

    Thanks, 
    Kristy

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