CRM

Dna90
Membre

Lead scoring

Résolue

I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on email interactions. I've looked into workflows but am not sure if that's the best approach or how to configure them for this purpose.

2 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Lead scoring

Résolue

Hi @Dna90,

 

Can you explain in a bit more detail what you'd like to achieve? What does "updating scores based on email interactions" mean? What exactly would you like to score and how?

 

In any case, here are some resources that might help:

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

Jigar_Thakker
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Lead scoring

Résolue

Hey @Dna90 

 

Here is a quick video I found explaining how you can set lead scoring in HubSpot: https://www.youtube.com/watch?v=9TsTcfTwVmY 

 

Let me know if you have any follow-up questions.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

Voir la solution dans l'envoi d'origine

2 Réponses
Jigar_Thakker
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Lead scoring

Résolue

Hey @Dna90 

 

Here is a quick video I found explaining how you can set lead scoring in HubSpot: https://www.youtube.com/watch?v=9TsTcfTwVmY 

 

Let me know if you have any follow-up questions.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Lead scoring

Résolue

Hi @Dna90,

 

Can you explain in a bit more detail what you'd like to achieve? What does "updating scores based on email interactions" mean? What exactly would you like to score and how?

 

In any case, here are some resources that might help:

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.