HubSpot Ideas

KSChamplin

Custom Score Properties for HubSpot Deals & Tickets

I would like to create a custom score for each pipeline my team works on in the HubSpot CRM. Making the custom score properties available on deals & tickets would allow us to dynamically score, prioritize, and automate actions for the plethora of actionable records our company is working with on a daily basis. 

 

My current workaround for this involves 12+ workflows per custom score we calculate to make sure our team can mark dropdown properties, then convert those dropdowns to number properties, then using a calculated property to add up the final score. 

1 Reply
Achoo
HubSpot Employee

Posting on behalf of a customer: 

 

It'll be great if the score properties could also be applied to company records, based on whether they meet certain criteria or not. This is for our use case where we have different types of company records which we'll like to score differently. And if the company is not of a certain type, the lead score should be zero, in order not to confuse users.