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How It Works

The Inbound Lead Automation grid is available as a playbook on Bitscale, designed to work with various inbound software platforms like Vectors, RB2B, and more. The goal is simple: to automate lead qualification and ensure you can efficiently follow up with the hottest leads without missing a beat.

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Key Features of the Inbound Lead Automation Workflow

  1. Inbound Lead Data Retrieval
    Using webhooks, the grid pulls contact-level data from your chosen inbound platforms (e.g., Vectors, RB2B). By automatically gathering lead information such as the email address, LinkedIn profile, and company name, the system organizes and stores it in structured columns for easy access.
  2. Email Enrichment and Qualification
    • Email Lookup: If the email is not available, the system will automatically find it and populate the final email column.
    • HubSpot Lookup: Using the enriched email, the system checks if the lead already exists in HubSpot. If they do, they are disqualified; if not, they are considered qualified for follow-up.
    • Qualification Tag: A placeholder qualification tag is created for each lead, ensuring the system tracks where they stand in the qualification process.
  3. LinkedIn Enrichment and Company Insights
    The playbook fetches additional information from the lead’s LinkedIn profile. It also extracts details from the company’s LinkedIn page, such as:
    • Industry
    • Employee Count
    • Location These data points allow for a deeper understanding of the prospect’s company and help in tailoring your outreach.
  4. Intent Signals and Lead Scoring
    • Page Visit Tracking: The system tracks how many pages the lead visits, using this data to determine if they’re engaging with high-intent pages (e.g., pricing, testimonials, case studies). Visiting these pages indicates a strong intent to learn more or potentially purchase.
    • Job Title Matching: The system checks if the lead’s job title matches specific keywords that are part of your Ideal Customer Profile (ICP). If their title aligns with your target audience, they are prioritized.
    • Lead Scoring: Based on various input parameters, each lead is assigned a score, classifying them as cold, warm, or hot. The score reflects their level of interest and readiness to engage.
  5. Final Qualification and Tier Assignment
    • Leads are classified into three tiers:
      • Tier 1: Hot, qualified leads. These are pushed to Instantly for outreach and follow-up campaigns.
      • Tier 2: Warm leads, or hot leads that were disqualified for a reason, are maintained in HubSpot for further nurturing.
      • Tier 3: Cold leads, or leads that do not meet the qualification criteria, are ignored.
    • This tiered approach ensures you focus your resources where they matter most, driving the highest conversion potential.

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Why This System Works

With Bitscale’s inbound lead automation, you gain the ability to scale your outreach efforts while maintaining high levels of personalization and precision. The AI-powered automation ensures that only the most relevant leads make it through, so your sales team can focus on converting them into paying customers.
  • Seamless Integration: Plug-and-play functionality with major inbound platforms.
  • Smart Qualification: Automated checks and filters ensure you only spend time on the most qualified leads.
  • Lead Scoring: Assigning scores helps prioritize leads and focus efforts where they’ll have the most impact.

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Get Started Today

The Inbound Lead Automation Playbook is available in Bitscale’s Playbook Section. It’s an easy-to-use, plug-and-play solution that helps you automate lead qualification without the need for complex setup. If you need any assistance or have questions, don’t hesitate to reach out to us via our community channel. We’re always happy to help\!
This process not only saves time but ensures your team is always engaging with leads that have the highest potential.