Lists, Lead Scoring & Workflows

DG12
Member

Branch workflow depending on HubSpot Scoring

SOLVE

Hello,

 

I want to branch my workflow depending on the HubSpot Score.

What I want to do:

 Branch 1: more than X points

Branch 2: less than X points

 

How do I do this?  I have chosen a "Value equals" Branch and selected HubSpot score as property to branch on but I cannot enter the points I want to branch this on.

 

Thank you!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch workflow depending on HubSpot Scoring

SOLVE

Hi @DG12,

 

There's a more straight-forward way than the "Value equals branch". Select "If/then branch" in the action of the sidebar on the right.

 

You can then name your first branch "More than 50", select Filter type > HubSpot score and set it to "is greater than 50". Repeat this step for another branch called "Less than 50" and set it so "is less than or equal to 50".

 

(Technically, you would only need the "More than 50" branch as contacts with any other value – less than 50 – would go down the "None met" path.)

 

You can find a draft of this branch here (imgur link).

 

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

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch workflow depending on HubSpot Scoring

SOLVE

Hi @DG12,

 

There's a more straight-forward way than the "Value equals branch". Select "If/then branch" in the action of the sidebar on the right.

 

You can then name your first branch "More than 50", select Filter type > HubSpot score and set it to "is greater than 50". Repeat this step for another branch called "Less than 50" and set it so "is less than or equal to 50".

 

(Technically, you would only need the "More than 50" branch as contacts with any other value – less than 50 – would go down the "None met" path.)

 

You can find a draft of this branch here (imgur link).

 

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

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes