I was wondering if it is possible to update the properties of a lead based on the pages they visit on my website. I want to create a system where the leads collect points as they interact with my website. After collecting a certain amount of points, we can conclude that the lead is hot.
I saw that there were lots of 3rd party software such as Saleswings, Sales Panel, Autopilot, etc that do this. I wonder if you can create Hubspot workflows to accomplish this without these 3rd party integrations.
If you have access to workflows, you must have a Marketing/Sales/Service Hub Professional or Enterprise licence – which means that you can also access HubSpot scoring properties.
If you have access to workflows, you must have a Marketing/Sales/Service Hub Professional or Enterprise licence – which means that you can also access HubSpot scoring properties.
Does this update in real-time, though? Do we have to re-save the lead scoring rules, or run a Workflow, or something, or the lead score will changed based on user behavior without doing anything else, and update itself automatically? Thank you.
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Thank you,
Kristen
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I have installed the hubspot tracking code on my website. Now as in this thread, I'm trying to assign points to my contacts based on pages that they visit. For example: I want to assign 4 points if the contact has at least one Page View of a URL equal to https://www.glean.ai/pricing. But the scores are not getting updated even if the contact visits the page. Any advice?