Trigger Alerts Based on Health Score Changes Over Time

HubSpot Ideas
1

It would be extremely valuable to have the ability to trigger workflows based on changes in Health Score over time.

Use Case:

As a Customer Success team, we want to be alerted if a customer’s Health Score changes significantly - for example, if it drops by 40 points within 30 days. This would help us act proactively on risk or opportunity signals.

Current Challenge:

Currently, HubSpot does not provide a native way to track and compare previous Health Score / Property values against current ones within workflows. As a result, we can’t set up alerts or automation based on this delta/change in value.

Feature Request:

We would love to see:

  • Historical value tracking for numeric properties (like Health Score)

  • Workflow conditions such as:

    “If Health Score decreased by more than X points in Y days → Trigger action”

  • Support for trend-based alerts (e.g. “Score decreased 3 times in a row”)

Impact:

This would be a game-changer for Customer Success, Account Management, and Retention teams, enabling timely interventions with at-risk or growth-ready accounts.

Thanks for considering this!

2

Love this more advanced use case for scoring models.