How-To Guide

How to Set Up Lead Scoring in HubSpot

Configure lead scoring in HubSpot to prioritize your best prospects. Behavioral and demographic scoring with automatic qualification.

How to Set Up Lead Scoring in HubSpot

1

Access lead scoring settings

Go to Settings → Properties and search for 'HubSpot Score'. This is the default scoring property. You can also create additional custom score properties for different scoring models.

2

Add positive scoring criteria

Define actions that indicate buying intent: visited pricing page (+10), downloaded case study (+5), attended webinar (+15), requested demo (+25). Weight each action based on how strongly it signals purchase intent.

3

Add negative scoring criteria

Define criteria that reduce qualification: unsubscribed from emails (-10), no activity in 30 days (-5), competitor company (-20). Negative scoring prevents unqualified leads from reaching sales.

4

Set qualification thresholds

Create a workflow that triggers when HubSpot Score reaches your threshold (e.g., 50 points). Actions: change lifecycle stage to MQL, notify the assigned sales rep, create a follow-up task.

Pro tips

  • *

    Review and adjust scoring criteria quarterly based on which leads actually convert to customers

  • *

    Use separate scores for 'fit' (demographic) and 'interest' (behavioral) to distinguish good-fit passive leads from active but poor-fit leads

  • *

    Start simple with 5-10 scoring rules, then add complexity based on what your data shows

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