Add a Group of Lead Intelligence Rules

Adding a group of Intelligence rules lets you quickly implement multiple related automation rules at once. Instead of building rules individually, you can import pre-configured rule sets designed for common workflows like Google Ads optimization, lead qualification, call tracking, or keyword-based scoring. 

Add a Group of Lead Intelligence Rules 

To add a group of Intelligence rules to your profile: 

1. Access the Master Account or Profiles settings depending on where you want to apply rules.
2. Click "Lead Intelligence" from the menu.
3. You'll see four rule group categories to choose from:
   • Google Ads: Automatically qualify all leads and send their values to Google Ads.
   • Lead qualification: Evaluate leads and qualify them to prioritize sales efforts on those most likely to convert.
   • Call tracking: Make sure all your phone call leads are properly qualified before you pass them to sales.
   • Keywords: Automatically qualify and score leads based on targeted keywords of your choice.
4. Select the category that matches your goal.



5. Select "Import rules from group template".
6. In the Import rules from group template modal, browse categories or use the search bar to find the rule group you need.
7. Click the rule group card you want to import (e.g., Google Ads).



8. Review the individual rules included in the group (each rule will be listed with a checkbox and description).
9. Select the rules you want to import by checking the boxes next to each rule.



10. Click "Continue".
11. In the Enter rules details section, configure the group settings:
    • Activate rules?: Choose "Yes, activate immediately after saving" or save as inactive.
    • When to apply rules?: Select "When new lead is created or existing lead is updated" (or choose your preferred trigger).
    • Which time zone should apply to this rule?: Select your time zone.

    

12. Click "Complete" to add the rule group to your profile.

Related Topics 

• Import Lead Intelligence Rules From a Template 
• Import Existing Lead Intelligence Rules From a Different Profile 
• Apply Lead Intelligence Rules to Existing Leads
• Copy Lead Intelligence Rules to Another Profile
• Manage Your Lead Intelligence Rules