Dec 31, 2019 9:33 AM
Has anyone found an *automated* way to track the change in a contact's lead score week over week? I want to have a list that shows leads with the largest change in score from the previous week. Right now building this list is a manual process for us. Would love to hear if anyone has found a way to automate. We use Salesforce.com as our CRM, if that helps.
Jan 3, 2020 10:53 AM
Hi @alexdaniels ,
Let's take a look! To start, the only way that I can think of to automate this process would be by using a Workflow that adds Contacts to a Static List based on specific "Lead Score" criteria (that you would need to set up weekly). Here is a Knowledge Base article to get you started on this just in case. I'll be interested to see what other recommendations people have to offer as well for this!
HubSpot Community Team