Lists, Lead Scoring & Workflows

timtprc
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Lead Scoring on Custom Objects

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We would like to score our contacts and companies based on their associations with custom objects, however it seems only deals, tickets and notes can be added.

timtprc_0-1747716456872.png

For example we use the "Listing" object to capture how many listings each company has, and the different locations of those listings.

 

Therefore we would want to score companies higher the more listings they have, and the more variety of those listings. Likewise to decrease the score when those listings become older.

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Lead Scoring on Custom Objects

resolver

Hi @timtprc,

 

The best place for these kinds of requests would be the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand

 

For now, the best workaround would be via list membership:

 

karstenkoehler_0-1747716930268.png

 

It takes a few more steps but will get you there as well. In your list, click 'Add filter', then change the 'Filtering on' dropdown to the desired associated object. Save the list and reference it in a fit or a combined fit/engagement score.

 

Have a great day!

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.

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timtprc
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Participante

Lead Scoring on Custom Objects

resolver

@karstenkoehler - thanks for the prompt reply!
Okay sure I have created this idea "Lead Scoring on Custom Objects" that you can upvote and in the meantime create different membership lists when a contact/company has 1 or multiple listings and then rate the lists appropriately.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Lead Scoring on Custom Objects

resolver

Hi @timtprc,

 

The best place for these kinds of requests would be the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand

 

For now, the best workaround would be via list membership:

 

karstenkoehler_0-1747716930268.png

 

It takes a few more steps but will get you there as well. In your list, click 'Add filter', then change the 'Filtering on' dropdown to the desired associated object. Save the list and reference it in a fit or a combined fit/engagement score.

 

Have a great day!

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.

0 Avaliação positiva
timtprc
Solução
Participante

Lead Scoring on Custom Objects

resolver

@karstenkoehler - thanks for the prompt reply!
Okay sure I have created this idea "Lead Scoring on Custom Objects" that you can upvote and in the meantime create different membership lists when a contact/company has 1 or multiple listings and then rate the lists appropriately.

0 Avaliação positiva