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Guide

How to Do Lead Scoring in HubSpot

This guide will help you through the step-by-step process of doing lead scoring in HubSpot. Lead scoring helps you prioritize leads for your sales team by assigning values based on their behavior and engagement.

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  1. Log in to HubSpot

    • Head to hubspot.com and sign in to your account with admin access.

  2. Go to Settings

    • Click the gear icon (⚙️) in the top-right corner to open your account settings.

  3. Navigate to Properties

    • In the left sidebar, go to “Data Management” → “Properties.”

  4. Search for ‘HubSpot Score’

    • Use the search bar to find the default “HubSpot Score” property (this is where lead scoring happens).

  5. Edit the Scoring Property

    • Click on “HubSpot Score” and then hit “Edit” to start adding your scoring criteria.

  6. Add Positive Scoring Criteria

    • Click “+ Add criteria” under the Positive section (e.g., "Contact opened a marketing email" → +5 points).

  7. Add Negative Scoring Criteria

    • Use the Negative section to subtract points (e.g., "Bounced email" → -10 points).

  8. Save and Use It in Filters or Workflows

    • Click Save, and now you can use this score in smart lists, workflows, or sales qualification filters.