CRM cards & custom events

CRM Cards

After installation of the RevOS HubSpot application you will be able to see the special the CRM Cards extension.

CRM Cards extension within the HubSpot UI
CRM Cards extension within the HubSpot UI

To see it simply navigate to the object where at least one score is configured (it can be Company, Contact or Deal) and you will see it on the right side of the screen.

Custom Events

After installation of RevOS HubSpot application your scored objects will automatically receive a custom events about score changes:

How to see custom health scoring events in HubSpot
How to see custom health scoring events in HubSpot

Custom events are hidden by default, to see them please change the filter settings in the Activities view of the target object (e.g. Company, Contact or Deal)

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Please note that custom events are pushed to HubSpot only once a day (7am Central European Time). This is done to avoid producing too many custom events in case of model modification, only last value (in case it is changed last 24 hours) will be pushed to HubSpot as custom event

Custom Fields

You can also configure a custom field on your scored objects (e.g. Company, Contact or Deal) to write back the results of the scoring. Please read this article for more information.

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Last updated on April 14, 2025