Hi All,
I am currently building out a new Lead scoring process using the new Beta section we have been given in Marketing. The idea of what I want to achieve is that we use the Hubspot score + Lead score/engagement activity together to allocate to our sales team based on intent … but then the contact/account fit score separate to indicate how relevant to our ICP that contact or account is. I currently have created 3 plans but can’t find any information on how to get these to feed into individual properties. Any help greatly appreciated and I do understand as its a newly released feature what I want to do may not have been built/considered yet.
Sorry, I can now see when I look further in the process that each plan would create a new property which has nothing to do with the Hubspot score … so I have answered my own question.
Hi @SamHarden
When you say you created “3 plans” what do you mean by that?
Creating the various scores in HubSpot with the new lead scoring Beta will create a corresponding property at contact or company level.
You would then use these properties the same way as you are using the current HubSpot Score property for workflows, lists, etc.
As a side note, I’m setting this up for two of my clients and we decided to retire the “old” HubSpot Score just to have clean cut.
Frank
Hi Frank,
I’ve just come to the same realisation. My own fault for not looking further in the process and support explanation maybe not making sense to me. I agree it looks like we may also archive ‘Hubspot score’ as it appears to not be relevant anymore with this new feature.
When I mentioned 3 ‘plans’ it was more the types of scoring , so I have one each for contact engagement, contact fit and company fit.
Thanks
Sam