Updating your CRM with lead scoring dataCreate a custom data field to store demographic and activity lead scores. Those fields update when you update the CRM with new data or your contacts take actions, such as reading an email or watching a video.
Be sure you’re familiar with your CRM’s ability to sync those user fields with their lead scores. Different CRMs update at different frequencies. Keep that in mind when selecting a CRM vendor.
Here’s an example of how you can automate the connection of lead scoring to your custom data fields in your CRM.