Understanding Lead Scoring in HubSpot: Engagement, Fit, and Combined Approaches

Learn how to use HubSpot's lead scoring methods—engagement, fit, and combined—to qualify leads and optimize your Salesforce integration. Discover best practices for scoring contacts based on activity and profile data.

By Caitlin McDonald

In this guide, we'll learn how to use lead scoring in HubSpot to identify and prioritize contacts for your sales process. We'll explore the different types of lead scoring, including engagement, fit, and combined scores, and see how each method helps you evaluate contact activity and profile information.

By understanding these scoring systems, you can make informed decisions about which leads to send to Salesforce and improve your lead management workflow.

Let's get started

Within HubSpot, we can perform lead scoring. There are different types of lead scoring: engagement, fit, and combined.

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Engagement
Step #1: Engagement
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Fit
Step #2: Fit
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Combined
Step #3: Combined

Let's start by looking at engagement scoring.

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Click here
Step #4: Click here

When we click on engagement scoring, it is based on the activities a user performs on the website. For example, there are forms, marketing emails, workflows, and various web events.

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"Form" Events
Step #5: "Form" Events
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"Marketing Email" Events
Step #6: "Marketing Email" Events
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Workflow Events
Step #7: Workflow Events
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Click on "Events"
Step #8: Click on "Events"
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Web Events
Step #9: Web Events

Each of these has a different point value assigned.

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Point value per event
Step #10: Point value per event

Each time a user interacts with one of these items, that number of points is added to their profile.

Over time, interactions or engagement decrease by a certain amount at regular intervals.

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Decay scores for events decrease points related to that even a specific amount over time.
Step #11: Decay scores for events decrease points related to that even a specific amount over time.

Let's test this for a contact.

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Click here
Step #12: Click here
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Click here
Step #13: Click here

For my profile, I have a total score of two. This is because I viewed one page on the website. If we view someone who has submitted a form, we will see a different engagement score.

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Click here
Step #14: Click here
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We can also preview the distribution
Step #15: We can also preview the distribution

We can preview the distribution. Based on engagement, most people in the sample have a low point score.

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Step #16: Click here

Some people have slightly higher engagement scores and are close to reaching the level where we would send them to Salesforce as a new lead.

Let's now look at the Contact Fit Lead Scoring. Contact fit lead scoring does not decay over time like engagement scoring does.

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Click here
Step #17: Click here

For these properties, we are focusing on more static events within a contact property or contact record. For example, are they part of any lists/segments?

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Example segments
Step #18: Example segments

Do they have specific job titles?

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Job titles
Step #19: Job titles

Does their company fit specific profiles, such as a particular industry? Each item in a contact record adds a specific number of points to their profile.

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Associated Company Properties
Step #20: Associated Company Properties
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You can adjust the points based on each of these individually
Step #21: You can adjust the points based on each of these individually

Let's test another contact.

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Click here
Step #22: Click here

This contact's score is 16. They recently registered for a webinar, and the industry is known.

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Click here
Step #23: Click here

Let's preview the distribution for additional contacts. Here, we see a greater range compared to the engagement. When this is combined with engagement, we may see more contacts to send to Salesforce. This list may already include contacts synced with Salesforce. We need to remove these contacts before adding them to the list.

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Click here
Step #24: Click here

There is another type of lead scoring to consider: the combined lead score.

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Click here
Step #25: Click here

Here, we have a combination of engagement and property or contact fit criteria.

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Each group (Engagement vs Fit) has a "Group limit +/-", which helps to balance one vs the other in the score. Engagement has a limit of 75 points out of 100, so this section is weighted more heavily.
Step #26: Each group (Engagement vs Fit) has a  "Group limit +/-", which helps to balance one vs the other in the score. Engagement has a limit of 75 points out of 100, so this section is weighted more heavily.

Let's look at the distribution.

Here, we see a much broader distribution than the other two. This potentially provides a more complete picture of an individual contact.

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Click here
Step #27: Click here

If we check the same profile again, we can see that it has 19 points from the engagement score.

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Click here
Step #28: Click here

This contact visited a page and opened an email.

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Right-click here
Step #29: Right-click here
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Engagment events
Step #30: Engagment events

They also enrolled in the course ID workflow, which means they signed up for a webinar.

On the contact property fit, the maximum number of points have been allotted. There is a form and the property for became a new web lead = yes. The status is also either qualified or contacted. We also included in the webinar registrants and recent attendees.

This contact doesn't have any company information that matches our criteria.

Using lead scoring helps ensure we send only marketing or sales qualified people to Salesforce. This lead scoring can apply broadly to all contacts in HubSpot. It can also be more specific to the new contacts we are adding for webinars, for example. I recommend that we apply this to all contacts and use it to add a filter for the engaged list before sending it to Salesforce. This allows us to notify the sales team that they should re-engage a contact who is exhibiting signs of renewed interest.

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Once this is finalized, we will add the score as a filter to the contact list that is synced from Hubspot to Salesforce Leads.
Step #31: Once this is finalized, we will add the score as a filter to the contact list that is synced from Hubspot to Salesforce Leads.