Lists, Lead Scoring & Workflows

TTram
Participant

Reporting when contact lead score changed

SOLVE

Hi.

 

Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the score changed from low -to med, etc. Looking for a report for a  month to month view of contacts in each treshold any given week or month. 

Thanks

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

Reporting when contact lead score changed

SOLVE

Hi @TTram,

 

As far as I know, no, but this could be achieved with custom date properties and some simple workflows:

  • Create date property "Entered high lead score"
  • Create a contact workflow that enrolls records when they're in the high segment
  • Use the 'Edit record' workflow action to set the new date property to the date when the step completes
  • Only enroll records that meet the criteria after turning the workflow on

Alternatively, you could look at property change events: https://knowledge.hubspot.com/reports/create-a-property-change-event

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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

Reporting when contact lead score changed

SOLVE

Hi @TTram,

 

As far as I know, no, but this could be achieved with custom date properties and some simple workflows:

  • Create date property "Entered high lead score"
  • Create a contact workflow that enrolls records when they're in the high segment
  • Use the 'Edit record' workflow action to set the new date property to the date when the step completes
  • Only enroll records that meet the criteria after turning the workflow on

Alternatively, you could look at property change events: https://knowledge.hubspot.com/reports/create-a-property-change-event

 

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.

0 Upvotes