Lead Scoring & Auto-Assignment
Score and route new Pipedrive leads to the right seller instantly
When a new lead enters Pipedrive, Nora scores it based on company size, industry, and engagement signals, then auto-assigns it to your top performer in that vertical. No more manual lead distribution.
Manual lead routing wastes time and loses deals to slow responses. Sales teams spend hours each week deciding who should follow up on which leads, and top sellers often get duplicates while others are underutilized. This automation creates a scoring engine for new Pipedrive leads. When a lead is added (via form, import, or API), Nora checks: company size (employees > 100?), industry match, engagement (email opens, call attempts), and existing customer relationship. Each criterion earns points. Leads scoring 8+ points are 'Hot,' 5-7 are 'Warm,' below 5 are 'Cold.' Once scored, the lead is auto-assigned to the closest match among your sellers—e.g., if it's a retail company with 200 employees, assign to your retail specialist. If no specialist is available, round-robin to the next available rep. Example: 15 new leads come in Monday morning. Your automation scores and assigns them within 60 seconds. Hot leads (8+) go to your most experienced reps, warm leads to nurturers, cold leads to your BDRs for qualification. Your reps start dialing immediately instead of waiting for manual assignment.
How it works
- Nora detects a new lead created in Pipedrive
- Extracts company info: industry, employee count, location
- Queries your CRM for past interactions and engagement signals
- Calculates lead score (0-10 scale) based on criteria
- Selects the best sales rep match (vertical specialist)
- Auto-assigns the lead and notifies the rep
Frequently asked questions
What does "Lead Scoring & Auto-Assignment" do?
When a new lead enters Pipedrive, Nora scores it based on company size, industry, and engagement signals, then auto-assigns it to your top performer in that vertical. No more manual lead distribution.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Pipedrive, run by your Sales Manager.
How much time does this save?
Saves approximately 5 hours/week, running real-time (on new lead).