Creating first scoring table w. HubSpot – RevOS Documentation & Support

Before you can start

First of all you have to give RevOS access to your HubSpot CRM. Please read the detailed instructions in Hubspot connection tutorial.

1. Create a table using your HubSpot companies data

Go to the Tables section and click on Create New Table button. Give your new scoring table a meaningful name. Don’t worry, you can rename it later, if you need.

2. Choose your HubSpot companies data

When your table is created you need to choose what data you want to score. Click on Other Sources.

Choose HubSpot as a source of data.

Choose Companies in the list of available data entities. After then you should be able to see a list of your HubSpot companies in the table.

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Please note: The entities you see are pre-made for HubSpot and are designed to be used together to build a semantic model. They are already connected and include basic measures. You can find all the details in the HubSpot semantic model article.

If you want to create a table from a different source, please read the article on how to set up a semantic model in RevOS.

3. Prepare data for scoring

You can add additional columns by clicking the Plus icon which is shown at a last column in the table. This data will be stored in the RevOS platform.

4. Filter your data (optional)

If want to score only some data objects, it is possible to filter the list.

5. Create your first score

Assuming you have data you want to score as columns in the table, you are all set to create a score. Click on a column’s header and then Add score.

Add score dialog will appear, where you will be able to adjust thresholds and see how the values are distributed. When you are done, just click Save button.

Congrats! You have your first score in place!

6. Manage scoring groups (optional)

Every score belongs to some scoring group (Default group by default), you can rename it by clicking on the column’s header. To add more groups or manage existing ones click Configure Scores button. The end result might look something like on the following screenshot:

7. Check your scores in HubSpot

Now everything is set up to view your scores in HubSpot. View one of your scored companies in HubSpot. The RevOS CRM card should appear on the right showing the scoring result for this company (Total score and scores for each group).

8. Score changes (Activities timeline)

You can view score changes in HubSpot as Activities. This is disabled by default, so you need to enable it first by clicking on Filter activity and enabling RevOS under Integrations section.

Well done! Enjoy scoring your HubSpot data with RevOS! And if you have any questions please don’t hesitate to contact us via chat or e-mail support -at- revos.ai.