Build a Lead Scoring Automation in Make.com: Step-by-Step

Build a Lead Scoring Automation in Make.com: Step-by-Step

You can build a fully automated lead scoring system in Make.com (formerly Integromat) in under two hours, even without a developer. The setup pulls data from your form tool, runs scoring logic through a series of conditional filters, updates your CRM, and fires a Slack alert when a lead crosses your threshold — all without a single line of code. I’ve built this exact flow for a B2B SaaS client, and it cut their sales team’s daily lead-review time from about 90 minutes down to 15.

Why Bother Automating Lead Scoring at All

Most small sales teams score leads manually, which means someone is opening a spreadsheet, checking LinkedIn, and making a gut call every morning. That’s fine when you have 10 leads a week. At 100, it becomes a part-time job. At 500, leads just die in the queue.

The real cost isn’t the time — it’s the inconsistency. Two reps score the same lead differently. A hot lead submitted Friday afternoon gets buried until Monday. High-fit leads from non-obvious job titles get ignored because nobody thought to add them to the list.

Automated lead scoring solves the consistency problem first, the speed problem second. If you want the broader context on what tools like this actually belong to, this plain-English guide to workflow automation is worth five minutes before you dive in.

What You’ll Need Before You Start

This tutorial uses three specific tools: Make.com, Typeform, and HubSpot CRM. Here’s my honest take on each before you commit:

  • Make.com — The automation platform doing the heavy lifting. The free tier gives you 1,000 operations per month, which is enough to test this. The Core plan at $9/month (billed annually) covers most small businesses with up to 10,000 ops. The visual scenario builder is genuinely good — better than Zapier for complex conditional logic, in my opinion — but the learning curve on routers and iterators is real. Budget an hour to get comfortable with the interface before you build.
  • Typeform — The form tool capturing your leads. The Basic plan is $29/month, and it connects natively to Make.com via a trigger called “Watch Responses.” You can substitute Gravity Forms or Jotform here with almost no changes to the logic, but Typeform’s field-naming is clean and predictable, which matters when you’re building scoring rules. The one real downside: Typeform doesn’t support conditional scoring natively, which is exactly why we’re pushing the data into Make to do it.
  • HubSpot CRM — Free tier is genuinely free and works fine for this. The Make.com HubSpot module can create or update contacts, set custom properties, and trigger internal notifications. If you’re on Salesforce instead, the logic is identical — only the final module changes.

You’ll also want a Slack workspace for the alert at the end. That part takes about three minutes to set up.

Step 1: Build Your Scoring Rubric First (On Paper)

Don’t touch Make.com yet. The biggest mistake people make is jumping into the tool and trying to figure out the logic as they build. You end up with spaghetti.

Spend 20 minutes writing out your scoring criteria in plain English. A simple B2B rubric might look like this:

  • Job title contains “VP,” “Director,” or “Head of”: +20 points
  • Company size is 50–500 employees: +15 points
  • Industry is SaaS, FinTech, or Healthcare: +10 points
  • They answered “Yes” to “Are you the decision-maker?”: +15 points
  • They selected “Within 30 days” as their timeline: +20 points
  • Free email domain (gmail.com, yahoo.com): -10 points

Set a threshold. For this client, a score of 50 or above went to immediate outreach. 25–49 went into a nurture sequence. Under 25 got tagged as low-priority.

Write this out. Having it on paper makes building the Make.com scenario take 30 minutes instead of two hours of second-guessing.

Step 2: Set Up the Typeform and Map Your Fields

Create your Typeform and make sure every question that feeds a scoring criterion uses a field type Make.com can parse cleanly. Use dropdown or multiple choice for company size, industry, and timeline — not free-text. Free-text answers break scoring logic constantly. Someone types “~200 employees” instead of selecting “101–500” and your filter misses it.

Name your fields clearly inside Typeform. Make.com will reference them by their question text, so “What is your job title?” becomes your field identifier. Keep it simple.

Step 3: Build the Make.com Scenario

Module 1: The Typeform Trigger

In Make.com, create a new Scenario. Add the first module: search for “Typeform” and select Watch Responses. Authenticate your Typeform account, select your form, and run a test submission so Make can map the fields. You’ll see each question appear as a labeled variable — this is what you’ll reference in every downstream module.

Module 2: Set Variables for Each Score Component

Add a Set Variable module (found under “Tools”). You’re going to initialize a variable called lead_score and set it to 0. This is your running total.

Then add a Router. A Router in Make.com splits your scenario into parallel paths. Each path checks one scoring condition and, if true, increments the score. Here’s how one path looks concretely:

  • Route condition: Job Title contains “VP” OR “Director” OR “Head of”
  • If true: use another Set Variable module to set lead_score = lead_score + 20

Repeat this for every criterion in your rubric. Yes, you’ll end up with several routes. That’s fine — Make’s canvas can handle it, and the visual layout actually makes it easy to audit later.

One important Make.com behavior to understand: Routes run in parallel by default, not sequentially. To add scores together, you need to aggregate them. Use a Numeric Aggregator module after your routes to sum all the individual score values. This tripped me up the first time I built this — the aggregator is under “Flow Control” and it collects the outputs from all your router branches before passing a single total downstream.

Module 3: The Threshold Router

After your aggregator spits out the final score, add another Router with three paths:

  • Path A: score ≥ 50 → “Hot Lead”
  • Path B: score ≥ 25 AND score < 50 → "Warm Lead"
  • Path C: score < 25 → "Cold Lead"

Module 4: Update HubSpot

On each path, add a HubSpot Create/Update a Contact module. Map the Typeform fields to HubSpot contact properties — email, name, company, job title. Then map two custom HubSpot properties you’ll need to create first inside HubSpot: Lead Score (number field) and Lead Category (single-line text). Set Lead Score to your aggregated score variable and Lead Category to “Hot,” “Warm,” or “Cold” depending on the path.

Creating custom properties in HubSpot takes about two minutes: Settings → Properties → Create Property. Name it exactly as you plan to reference it.

Module 5: Slack Alert for Hot Leads Only

On Path A only, add a Slack Create a Message module. Authenticate your Slack workspace and pick your sales channel. The message body can reference any Typeform variable. A simple template that works:

“🔥 New hot lead: {{Name}} from {{Company}} ({{Job Title}}) — Score: {{lead_score}}. HubSpot link: {{contact_url}}”

That Slack notification is the thing sales reps actually thank you for. No more dashboard-checking — the alert finds them.

Step 4: Test With Real Submissions

Submit your Typeform three times: once with clearly hot-lead answers, once with mid-range answers, once with cold answers. In Make.com, click “Run Once” and watch each submission flow through. Check the aggregator output after each run. Verify the HubSpot contact gets created with the right score and category. Confirm the Slack message fires only for the hot submission.

If a route isn’t triggering, the issue is almost always the filter syntax. Make.com’s text filters are case-sensitive by default — “VP” won’t match “vp.” Use the contains (case insensitive) operator everywhere.

Common Problems and Honest Limitations

This setup is solid, but it has real edges. Free-text job title fields will always cause mismatches — a VP who types “vice president” instead of “VP” won’t get the +20. You can add more filter variants, but you can’t catch everything without an AI text-classification step (that’s a separate, more complex build).

Make.com’s execution logs are useful but not great for debugging complex multi-router scenarios. If something fails silently, you need to turn on “Detailed Logging” under Scenario Settings — it’s off by default and I’ve wasted an embarrassing amount of time not knowing that.

Also, HubSpot’s free tier limits API calls. If you’re processing hundreds of leads per hour, you may hit rate limits. HubSpot’s Starter plan at $20/month removes most of those concerns.

This kind of automation pairs well with more sophisticated CRM workflows. If you’re curious how a small team extended this type of logic into their full onboarding sequence, the writeup on how a 3-person SaaS team automated their entire onboarding flow is directly relevant. And if you’re in e-commerce and building out adjacent automations, this returns workflow case study shows the same general Make.com pattern applied to a completely different use case.

What to Do After It’s Running

Run it live for two weeks before you touch it again. Collect the scores, look at how your sales team actually responds to the categorized leads, and see if the threshold is calibrated right. Most people set the hot-lead threshold too low at first and flood the sales channel with mediocre leads, which gets the Slack alert ignored fast.

After two weeks, audit your HubSpot data. Filter contacts by Lead Score, pull the ones that converted, and see what their average score was. If most of your actual customers scored between 35 and 55, shift your hot threshold to 35. This is the real value — the system gives you data to improve itself.

FAQ

Can I use this same setup with Zapier instead of Make.com?

Technically yes, but Zapier’s logic handling is less flexible for multi-condition scoring. You’d need multiple Zaps with Zapier’s Formatter and Filter steps chained together, and the free tier (100 tasks/month) will run out fast. Make.com’s Router is genuinely better suited to this kind of branching logic, which is why I recommend it here over Zapier for this specific build.

How do I handle leads that come from sources other than Typeform — like LinkedIn forms or cold email replies?

Each source needs its own trigger module at the start of the scenario, but all of them can feed into the same downstream scoring logic. LinkedIn Lead Gen Forms have a Make.com module. Cold email replies are trickier — you’d typically catch them via a Gmail or Outlook trigger and use keyword detection, which makes scoring less reliable. Standardizing all lead capture to one form tool first is genuinely the cleaner approach.

What’s a realistic time investment to build and maintain this?

First build takes 2–3 hours if you follow this structure and already have your scoring rubric written. Ongoing maintenance is maybe 30 minutes a month to review the threshold and add new filter variants. The two-week audit I mentioned is the most time-consuming part, but it’s also the part that makes the system actually useful rather than just technically functional.


This article was produced with the assistance of AI, and its featured image was AI-generated. We review for accuracy, but please verify critical details.

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