Overview
This guide outlines how to set up contact-level scoring in HubSpot using Vector’s event data. By integrating site visitor and intent data, you can create an automated lead scoring system to prioritize high-intent prospects based on their engagement with your website or off-site intent signals.
Step 1: Pushing Events from Vector to HubSpot
Before setting up scoring, ensure that your Vector segments are correctly pushing activity records into HubSpot. To do this, ensure:
Hubspot is integrated with Vector
Hubspot is an action in your selected segments
Those segments are turned on
Step 2: Verify Contact-Level Activity in HubSpot
Navigate to HubSpot > Contacts
Select a contact who has engaged with Vector-tracked events
Scroll down to Activity Timeline to see intent signals from Vector
Step 3: Creating a Contact Scoring Model in HubSpot
You have two options to set up scoring in Hubspot leveraging Vector signals. One is via Hubspot's native scoring model. The other is via a custom roll-up score. See below for both optinos!
Option 1: Using HubSpot's Native Score Fields
Go to HubSpot > Settings > Properties
Search for "Hubspot Score" (or create a new custom scoring field)
Click Field Type > Edit Score Criteria
Vector has it's own custom properties here. Scroll down > Vector Contact Visit Timeline (Site ID) or Vector Intent Timeline (offsite ID)
You then have the option to add different scores based off the segment themselves (if you have higher intent segments, target account site de-anonymization). Accomplish that here via Segment ID or Segment Name. For example:
Branded Intent (e.g., Segment ID: 7264) → +5 points
Category Intent (e.g., Segment ID: 7265) → +1 point
Competitor Intent (e.g., Segment ID: 7266) → +3 points
Save the score model to begin tracking engagement levels
✅ Pros of this approach: Simple & built-in within HubSpot
❌ Limitations: Scores do not decay over time & do not account for multiple detections across different intent topics.
Step 4: Creating a Vector Roll-Up Score (Advanced Option)
For more dynamic scoring, consider building a custom rolling score that updates based on new intent events.
Steps to Create a Roll-Up Score:
Create a Custom Property in HubSpot to store the rolling score you are about to create
Set up an Automation Workflow:
Automation > workflow > create workflow from scratch
Select the Contact based trigger > when new event occurs
Add event criteria >Intent Timeline Event > save
CRM > increase or devrease property value
Increase by +1 (or an appropriate value based on the event type)
Save & Activate the workflow
Use the rolling score property to roll up to your overall contact score
✅ Pros of this approach: Allows for incremental scoring and can be used to build a more dynamic model
❌ Limitations: Requires HubSpot's automation platform & additional setup
Final Thoughts
Both scoring methods help prioritize high-intent leads, ensuring that sales teams can engage the right contacts at the right time. If you need more customization, Vector's roll-up scoring approach can offer better long-term tracking.
Let us know if you need adjustments to ensure the best-fit scoring model for your team! 🚀