Typeform lead scoring in monday.com: route leads by score

The flow you’re building

A demo request form brings in every kind of lead. Sales should call the strong ones today, and the rest can wait for a nurture sequence. This guide sends each lead to one of two groups on a board, based on the score Typeform calculates.

1. Lead submits the form
2. Typeform totals the score
3. 60 or above: Sales-ready
4. Below 60: Nurture

Use calculated scores and payments explains the template. This guide covers the decisions around it: how to score, where to set the line and how to stop two rules from firing at once.

What Calculated Score is

Calculated Score is Typeform’s number, not the app’s. Typeform keeps a running total in a variable called score, adds points through the logic on your form and sends the total with each response. The app reads that one number. It doesn’t calculate anything.

The app checks the score as soon as Typeform sends the response, before anything reaches monday.com:

Only score counts. If your form spreads points across other variables, such as one for fit and one for budget, the app can’t read them, so add every point to score.

A response that fails the check is skipped. It creates no item and leaves no entry in Run history, so a lead that’s missing from one group has usually gone to the other.

Give answers points in Typeform

Build the form first, because the app reads it when you set up the automation. These points are an example. Yours should reflect the leads your team actually closes.

Name, work email and company score nothing. They’re there to fill the item.

To pick the threshold, describe the weakest lead your sales team would still call. Here that’s an 11 to 50 company with budget approved, buying this year: 10 + 20 + 30 = 60. So 60 is the line.

Build the two automations

Both automations use the same template on the same form:

1. On your board, click Automate, then Create, search for Typeform and choose the template above.
2. Pick your Account and Form.
3. Set Condition and Number from the first row of the table.
4. In Item/Subitem, choose item, then pick the group in Group/Item.
5. Click Typeform Data and map your answers, as described below.
6. Click Create automation.
7. Repeat these steps with the second row.

Put the score in a column

The group tells sales the tier. The number tells them who to call first. In Typeform Data, in both automations, map Calculated Score to a Numbers column named Score:

A form that takes a deposit can map its payment question too, as shown here. Keep these points in mind:

• Use a Numbers column. A Status column would add a new label for every score.
• Map the score on its own. Full Response posts the form’s answers, not the score, so map Calculated Score even if you also map Full Response to Item Update.
• Map the same answers in both automations. Otherwise, items in one group have empty columns.

Keep the rules from overlapping

Each automation checks every response on its own. There’s no “otherwise”, and every automation that passes creates its own item. So the two rules have to split the scores cleanly, and the threshold is where that goes wrong:

Use the same number in both rules, and let exactly one of them include it. When you move the threshold later, change Number in both automations. Changing only one opens a gap or an overlap.

If you want a third tier

A third automation is the usual way to overlap by accident. Add greater than or equal to 90 for a Hot group, and a score of 95 passes that rule and the 60 rule, so the lead gets two items. A 60 to 89 band can’t be built with a template, because each automation checks one number.

You have two options:

• Keep two groups and sort Sales-ready by Score. The strongest leads rise to the top, and there’s nothing new to overlap.
• Use a custom automation. Start with the Typeform response trigger, which passes Calculated Score to the next steps, and add monday.com’s own conditions. See Use Typeform responses in custom automations.

Test the threshold

Only responses submitted after you create the automations reach monday.com. Submit three test responses: a clear high score, a clear low score and a score of exactly 60. You should get three items, each in one group.

Inbound leads

Sales-ready

Lead	Work email	Score	Timeline
Priya Nair	priya@example.com	90	This quarter
Sam Ortiz	sam@example.com	60	This year

If the score of 60 created two items, or none, go back to the table above. If nothing arrived at all, see The automation doesn’t run.

Groups or a single column

Two automations aren’t the only setup. Pick the one that fits how your team works:

Plans are on the Typeform Integration Plus pricing page, and Plans and usage explains how runs are counted. For everything else the app does, read the Typeform monday.com integration guide.