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Lead Scoring

Weight your form questions and score every lead automatically inside of iClosed or in a HubSpot score, and use the final lead score to conditionally route to specific host or to disqualify leads

iClosed Lead Scoring turns each lead's form answers into a single number so you can weight question answers that matter most, and use it as criteria in Conditional Routing and Disqualification features.

Lead Scoring is available with Growth and Business subscription plans. Learn more about iClosed pricing and feature breakdown here.


How the score is calculated

High level overview

  1. A lead submits the form and answers your scored questions.

  2. Points are collected from each answer they choose - the value on each answer option, 0 to 100 (cannot be negative).

  3. (Optional) A HubSpot number is fetched and scaled onto the same 0–100 range.

  4. Lead Score is calculated and the lead's earned points as a share of the points available, normalized to 0–100.

  5. Conditional routing and Disqualification read the score and act on it.

Two things can feed the score:

  • Invitee (form) questions on the event, where each answer option carries points
    OR

  • One HubSpot number field of your choosing (optional)

A few terms that appear throughout:

  • Weight:

    • how much a question counts relative to the others (0–1000, default 100).

    • It sets how important that question is to your qualification process, regardless of which answer the lead picks.

    • Weight is configured on Event level

  • Max points:

    • the most a question can contribute.

    • it's the question's highest-scoring option and also caps at 100.

    • It will calculate as per formula on the event level

  • Points:

    • the value on each answer option, 0 to 100 (cannot be negative)

    • Points are defined on question level, so it will apply across all events where same question is in use

  • Influence:

    • a question's real share of the final score, shown as a live percentage

    • iClosed calculates it and it always totals 100% across your scored items

  • Custom fields:

    • do not feed the calculation

    • only scored questions and the optional HubSpot field.


The formula

Every answer is worth a set number of points. iClosed adds up what was scored, compares it to the highest possible total, and shows it as a score out of 100:

Lead score = ( Σ points earned × weight ) ÷ ( Σ max points × weight ) × 100

Weight is applied on both the top and the bottom of the calculation, which keeps the final score within 0–100.

You can see the formula in-app by clicking "How is score calculated" inside of the Event configuration → Lead Scoring.

Pro Tips

The points on each answer option are shared wherever that question is used, but weight is set per event.

So the same question can count for more on a Strategy event than on a Discovery event without changing the underlying option points.

Lead scoring is available on Single select form field formats only. Learn more about Invitee questions and field formats here.


Step-By-Step Guide

Lead Scoring lives inside your event configuration. Navigate to AI Scheduler → Events and open Event where you'd like to apply Lead Scoring to start.

Setting it up

  1. Open Event you'd like to configure the Lead Scoring on and select Lead Scoring from the left-side menu (under Additional Options)

  2. Turn on scoring for the event - toggle "Use lead scoring for this event" button

    1. Applying lead score to question answers is optional

  3. Weight your event questions

    1. Questions in single select field formats will show only

    1. enter how much this question should influence the final score (default 100, maximum 1,000)

    2. The higher the weight, the more the influence

    3. But, bear in mind that raising weight does raise influence, but two questions at the same weight can still have different influence if their max points differ

  4. Add points for each answer:

    1. Shows the highest points value among the question's answer options

    2. Use the pencil (edit) button on a question to set the point values for its answer options.

    3. Each option can be worth up to 100 points max.

    4. Assign points to each option however your qualification criteria see fit (a better answer should be worth more points).

    5. Adding points is optional, and they don't need to add up to any particular total

    6. Questions without points added are ignored entirely (not counted as zero)

  5. As the Points setup is considered as the form question / answers update, please make sure to tick the box that you agree with the updates so you are able to save it:

    1. I agree that this change will be applied to all events where this question is being used.See where it is being used.

    2. Hit Update question button once you're done to save changes

  6. Preview the score before saving

    1. Use the Lead score preview panel to answer your scored questions and watch the resulting Lead score update.

    2. This preview is visible only to you.

    3. Click "How is score calculated" for an in-app quick access to the formula

  7. Press "Save & Continue" button once you're done

Pro Tips

Optionally, if you have integrated HubSpot with iClosed, you can add an external score from HubSpot. Here's how:

  1. Under External scores, click "Add external score" and choose HubSpot from Available tools.

  2. Pick one HubSpot number field from your contact records (the dropdown is searchable and shows each field's label and internal name).

  3. Enter a Max value, the highest the raw HubSpot number can reach.

  4. iClosed uses this only to scale the raw value onto 0–100, scaled onto 0–100; after scaling it behaves like any other component, maxing at 100

  5. The HubSpot value is matched to the lead by email and fetched when the form is submitted, so the score is ready by the time the lead picks a slot.

  6. If there is no email found, HubSpot will return NULL (not zero) and score wont be calculated or taken into consideration.

Setting the Max value correctly in HubSpot matters. The Max value is the ceiling of the raw number in your HubSpot field, not an iClosed score.

iClosed uses the Max value to scale the raw HubSpot number onto 0–100. Set it to the field's real ceiling: if the field can reach 300, enter 300 — not 100. Too low a value makes scores inflate.

Example: if your HubSpot field can reach 300, enter 300. Entering 100 would make a lead sitting at 150 score as if they'd maxed out and can even push the component past its intended share.


Lead Scoring with Disqualification and Conditional Routing

With scoring on, Lead Score becomes available as a condition in Conditional Routing and Disqualification.

Disqualification

  1. Select the Disqualification section and click on the "New Condition" button.

  2. Select Lead Score condition and choose how to compare the score:

    1. is between - disqualify when the score falls within a range (enter a low and high value)

    1. is equal to - disqualify at an exact score

    2. is less than - disqualify anything below a value (the most common choice — e.g. disqualify leads scoring under 40)

    3. is greater than - disqualify anything above a value

  3. Enter the value (or range) in the value field and save.

Optionally, toggle on "Redirect to a URL after disqualification" to send disqualified leads to a page of your choice instead of the default message.

Pro Tips

For score-based disqualification, "is less than" is usually what you want, so It filters out everyone below your quality threshold in one rule.

Use "is between" only if you specifically want to disqualify a middle band while allowing both the low and high ends, and redirecting them to a different event with Appointment setters (Soft Disqualification).


Conditional Routing

  1. Select the Conditional Routing section and click on the "New Condition" button.

  2. Choose your Routing mode (e.g. Specific hosts / teams or Prioritize per availability).

  3. Select Lead Score condition and choose how to compare the score:

    • a. is between - route when the score falls within a range (enter a low and high value)

    • b. is equal to - route at an exact score

    • c. is less than - route anything below a value

    • d. is greater than - route anything above a value (e.g. route leads scoring over 50 to your top closers)

  4. Enter the value (or range) in the value field.

  5. Under Assign to, select

    1. host(s) or

    2. team that should receive leads matching this condition.

  6. Save once you are done.

Pro Tips

For score-based routing, "is greater than" is usually what you want, as it sends your highest-quality leads to your best closers in one rule.

Stack multiple conditions to build tiers: e.g. route scores over 80 to Team 1, and a second rule routing scores between 50 and 80 to Team 2.


Best Practices

Lead scoring is a methodology for ranking prospects by the value they represent, so your team engages the best-fit leads first. iClosed Lead Scoring is a rule-based model you can use to define what a good lead looks like and assign points accordingly. Here're some best practices that you can apply:

Start from your Ideal Customer Profile

Before touching weights, write down what your best-closing customers look like (e.g. revenue band, company size, industry, urgency) and reverse engineer scores.

Your scored questions and their points should mirror that profile, so a high lead score literally means "looks like our best customers."


Lead Scoring is the feature; the number is a lead score.


Score the questions that predict a closed deal

Only add points to questions that genuinely separate good leads from bad.

Budget or revenue usually predicts a deal far better than a nice-to-know field, so those deserve the most influence.

If a question doesn't change how likely you are to close, leave it unscored. Extra scored questions just dilute the ones that matter.


Rank your answer options deliberately

Within each question, give the best answers the most points (up to 100) and weak-fit options 0.

A better answer should always be worth more, that ranking is what makes the score meaningful.


Use weight to set priorities, and read the Influence column

Points say how good a lead's answer is; weight says how much that question matters relative to the others.

Don't guess from the weights. Watch the Influence column, which shows each question's true share and always totals 100%.

Adjust until the split matches your ICP (e.g. revenue carrying the most influence).


Turn the score into action with Conditional routing and Disqualification

A score only pays off when something acts on it. Route your highest scorers to your best closers, and use disqualification to keep low-fit leads off the calendar entirely.

Build tiers by stacking conditions so priority engagement is automatic:

  • e.g. over 80 → Tier 1,

  • 50–80 → Tier 2


Set thresholds from real data, then iterate

Don't hard-code bands on day one. Turn scoring on, watch how real leads score for a week, and see where your actual closers fall before you set "disqualify under X" or "route over Y."

Lead scoring is iterative. Make sure to revisit your points, weights, and thresholds as you learn which scores actually convert.


Roll out on one event first

Turn scoring on for a single event, confirm the scores and bands behave as expected using the preview, then expand once you trust the model.


Add a behavioral signal with HubSpot (optional)

Form questions capture explicit fit; a HubSpot score can add behavioral or engagement context (e.g. an activity or engagement score).

Blending explicit fit with a behavioral signal is exactly what strong lead-scoring models do. It catches leads who look right and are actually engaged.

Set the HubSpot Max value to the field's real ceiling so the signal scales correctly.


FAQs

Do leads see their score?

No. Scores are visible only to you inside the event. Leads filling out the form never see any points.


What's the difference between weight and answer points?

Answer points say how good a lead's answer is. A better answer option is worth more points (e.g. "$50k+ revenue" scores higher than "$0–10k").

Weight says how much that whole question matters compared to your other questions, regardless of which answer the lead picks. Points vary per lead; weight is the same for every lead.


How is "Max points" decided - can I set it?

You don't set it directly. Because questions are single-select, Max points shows the highest points value among that question's answer option, the most the question can contribute. It updates automatically as you edit option points.


Do my answer points have to add up to 100?

No. Points don't need to sum to any particular total, and options can be left at 0.

Each individual option can be worth 0 to 100 points. Assign them however your qualification criteria see fit.

The system normalizes everything to a 0–100 score at the end.


Why do two questions with the same weight show different influence?

Because influence is driven by max points × weight, not weight alone.

Two questions both at weight 100 will differ in influence if their max points differ (e.g. one topping out at 60 points, another at 55).

The Influence column always shows the true share, and totals 100% across your scored items.


Which questions can be scored?

Single-select questions that have point values on their options and are enabled in the Lead Scoring panel.

Unscored questions are ignored, not counted as zero.


What happens if a lead skips a scored question?

That question is removed from the calculation on both sides, so the score is based only on what they did answer.

Skipping a question doesn't push the score down to zero.


Why did my scores change when I didn't touch this event?

Most likely someone edited the point values on a shared question's options.

Option points are shared across every event that uses that question. The per-event lever is weight, not points.


How do I make HubSpot count for half the score?

Balance the Influence column: for example, set your four questions to weight 25 each and HubSpot to 100, and HubSpot's influence reaches ~50%.

The weight range goes up to 1000 so you can raise one component instead of lowering the rest.


What if the lead isn't in HubSpot, or the field is empty?

The HubSpot component is simply removed from the calculation and the score is based on the remaining questions.

The lead is never blocked or held up by a missing or slow HubSpot lookup.


Why is my HubSpot leads all score 0 or very low?

Check that your Max value reflects the field's real ceiling:

  • too high reads low,

  • too low inflates

Note that a HubSpot value of 0 currently counts as a genuine zero (a real low score).

If many new leads sit at 0 because they're unscored in HubSpot, weight HubSpot down relative to your questions, or leave it out until those contacts carry a meaningful value.


Can I use more than one external/HubSpot field?

Not with the current version - its on our to do list. Currently you can add one external score field per event.


Can I turn scoring off after building routing rules on it?

If an active Conditional Routing or Disqualification condition uses Lead Score, you'll be prevented, from turning scoring off until those conditions are removed, so no rule is left silently broken.


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