Health Score

[MLatulippe]

We want to leverage the Health Score feature in HubSpot to give our Customer Success team a quick and clear view of which accounts need attention.

Currently, we use a third-party data tool to generate our health scores, which are then pushed into a custom HubSpot property we’ve named “Health score.”

HubSpot seems to require the addition or subtraction of points to calculate the score. This approach doesn’t align with our setup since our health score is already dynamically updated by the external tool.

Is there a way to work around this limitation?

Thanks!

 

[PamCotton]

Hey @MLatulippe, thank you for posting in our Community!

HubSpot's Health Score relies on a point-based system, but you can work around this by leveraging your custom "Health score" property. Use it in dashboards for quick visibility, set up workflows for alerts based on score changes, or highlight it on records for easy access. This ensures your external scoring integrates effectively without relying on HubSpot's native system.

Kindly,

Pam

[MLatulippe]

Thanks for your reply! 

What we liked about this new feature though was the color coding. It makes it really quick and visual to see which accounts are red and need immediate attention. 

Is there a way for me to use my current healthscore and have it color coded, like this new feature does?