Hi all,
I’m currently working on a massive workflow for our lead scoring project that involves Hubspot scoring, tier lists and a rollback system for qualified/unqualified leads. The idea is that a lead can go from tier 3 to tier 1 and ultimately become an SQL. However, I’d like to include a rollback function that when a contact is marked as a qualified lead (and goes on to the deal stage) is rolled back into a waiting list where they will sit for 180 days until they can start to gather points again.
I have involved sales and discussed possible rollback triggers. Ultimately, this is what I’ve come up with:
When sales find a lead in the tier 1 list, they will write a note on the contact and then mark it as a qualified MQL. This will then push the contact through the system, removing them from the tier system and push them into the rollback workflow.
But to avoid the human error of potentially marking it first and then write a note (which will fail the workflow), are there any better alternatives to triggering that is much more forgiving?
Hope that makes sense.
Best,
Linus