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A common best practice is to keep prospects in the marketing pipeline until they are ready for sales. One effective way to implement this strategy is to set There are two ways to do this:
- Use Score Thresholds. This is by far the most common way. When a Prospect crosses a Score Threshold run a Fulfillment Action that executes your actions. One of those actions could be another automation!
- Set up an automation that passes a lead to sales or sends them an alert when the prospect reaches a certain lead score threshold. To set this up, create a new automation with filter "Lead Score > X", and add a Send Alert action to notify the lead owner (if there is no marketing pipeline or the lead owner is not marketing) or add the lead to a Lead Distribution process and distribute the lead to your sales team accordingly.