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Lead Scoring & Routing

Scores sales trusts, routed in seconds

Score on everything you know about a contact, write the reasons to the record, and hand the lead to the right rep in the same workflow. No point rules to maintain.

The challenge

What's broken today

Point rules nobody trusts

The thresholds were set by someone who left. Sales ignores MQL alerts because half are junk.

The best signals never reach the score

Product usage, billing tier, and intent sit in the warehouse where the scoring model can't see them.

Routing lives somewhere else

Scores land in Salesforce, then a tangle of assignment rules decides who gets the lead, if anyone.

The solution

How Conversion solves this

Score inside the workflow

Add an AI score step after any trigger. It reads CRM fields, warehouse columns, and web activity, and writes a score and classification back to the contact.

Form submitted Trigger
AI score CRM · warehouse · web
Route to owner Round robin
Lead score Hot

92

  • Tier 1 account on the target list
  • VP-level title at a 400-person company
  • Visited pricing twice this week

Every score comes with reasons

The record shows what drove the score in plain language. Sales sees why a lead is hot before they call.

Route in the same run

Round robin across a team, assign the account owner, or push to a Salesforce lead queue. Skip reps who are out or already own the account.

Dana Whitfield Assigned · round robin
Sam Okafor Skipped · out of office
Lena Park Skipped · already owns account
ConversionSalesforceSynced
Score Lead.AI_Score__c 2s ago
Reasons Lead.Score_Reasons__c 2s ago
Lifecycle stage Lead.Lifecycle_Stage__c 2s ago
Owner Lead.OwnerId 2s ago

Fields land in Salesforce as they change

Score, reasons, lifecycle stage, and owner map to the Lead or Contact fields you choose and sync as soon as they update.

FAQ

Frequently asked questions

Yes. Run the AI score step alongside your current rules and write it to a separate field. Most teams compare for two to four weeks before switching.

Anything on the contact or its company: Salesforce fields, warehouse columns like product usage and billing, and the activity Conversion tracks, including page visits, email engagement, and form submissions.

Every score is written with its reasons to a field on the record, so sales and marketing see the same explanation. Scores are stored as ordinary field values you can report on.

Yes. The assign owner step can hand a new contact to the existing account owner, round robin across a team, or push to a Salesforce lead queue.

Stop guessing which leads matter

Bring a real lead. We'll score it live, show the reasons, and route it to a rep.