Using Meetings in Customer Health Scores

Service Hub Tips, Tricks & Best Practices
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Hello @LNitti,

You can use workflows to update health scores based on meeting outcomes by:

  1. Creating a workflow that adds points when a meeting outcome is marked as “Completed.”
  2. Creating a separate workflow that subtracts points when the outcome is set to “Cancelled.” This requires manual updating of the meeting outcome.
  3. Setting up a workflow to detect when a contact hasn’t had a meeting in a certain timeframe and adjust the score accordingly.
  4. Adding reminder workflows to prompt your team to update meeting outcomes if they’re missing after the meeting date.

This way, you can automate scoring as much as possible within HubSpot’s limits.