List companies which have multiple contacts over HubSpot score

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi all, I want to report companies which have multiple contacts who are over a HubSpot score threshold.

Is this possible?

e.g. if a company has at least 3 contacts with a HubSpot score over 50, report the company name (and preferably let me drill down to see the contacts)

2

Hi @sbryant1,

This would require a workflow and a calculation property.

  1. Create a custom property, single checkbox, “Exceeds score of 50”
  2. Create a workflow that enrolls contacts with a score over 50, then set the property value of the property from step 1
  3. Create a calculation property with the count method Create calculation and rollup properties (let me know if you need any details here, happy to elaborate)
  4. Use the custom report builder to create a pivot table for companies and contacts, filtering for companies where the calculation property from step 3 is greater than or equal to 3, then display company name, associated contacts and their scores (this would include contacts below the score in the display but you should be able to sort by score to see the relevant ones up top)

Best regards!

3

@karstenkoehler thank you so much! I think this has actually worked without the first step - I can create the calculation property against company record, with a condition of “score > 49”