Update lead scoring without effecting old leads

[BMcCarty]

Hello,

We currently have our Hubspot instance set up to create leads in our CRM whenever a lifecycle stage enters Marketing Qualified Lead.

Up until now, we have been manually assigning this lead stage but I am working on building out our lead scoring to auto move leads to this lifecycle stage. 

One thing I am having a hard time figuring out is how to make sure any old leads that may have already been worked by our sales team don't move to Marketing Qualified Lead when I turn on the new lead scoring. As we just started using Lifecycle Stages a few months ago. 

Any ideas?

[karstenkoehler · Accepted solution]

Hi @BMcCarty,

This depends on how exactly the sync is set up – could you share a bit more context here?

For example, sometimes these syncs are kicked off with a workflow. If so, you could simply add an exclusion criterion to the workflow enrollment triggers for contacts already worked by sales. However, this would require some sort of information on the contact records that these contacts have already been worked.

So it both depends on how worked contacts can be identified in HubSpot and how exactly the sync is set up.

Once you share more context, I can specify.

Best regards!

[karstenkoehler · Accepted solution]

Hi @BMcCarty,

This depends on how exactly the sync is set up – could you share a bit more context here?

For example, sometimes these syncs are kicked off with a workflow. If so, you could simply add an exclusion criterion to the workflow enrollment triggers for contacts already worked by sales. However, this would require some sort of information on the contact records that these contacts have already been worked.

So it both depends on how worked contacts can be identified in HubSpot and how exactly the sync is set up.

Once you share more context, I can specify.

Best regards!

[BMcCarty · Accepted solution]

Thank you! Yes, that's the problem... we don't really have any consistent identifier on old leads to determine if they had already been worked by sales. I basically want to apply the lead scoring on any new activity going forward. 

I think I may have answered my own question... haha. I could put a start date filter in the lead scoring requirements for any activity/behavior based scores.

[karstenkoehler]

Hi @BMcCarty,

Adjusting the sync workflow to only enroll contacts after a certain create date is one option. Alternatively, if you can't easily set exclusion criteria in the sync, you could also remove points for contacts created earlier than a certain date in the score. It would skew the overall scoring but would fulfill its purpose.

Best regards!