Steal this HubSpot workflow to show the trend of your customer's health scores.
Creating a quick visualization for the trend ⬠⬠⬠┠of a property not only gives your team a quick directional indication of whatās going on, but grouping trending scores into a dropdown select field also gives you more structured data for reporting and further automation.
In this example, we are looking at the trend of our āCalculated Health Scoreā property.
Pre-work:
Workflow setup:
1. Trigger this workflow when āCalculated Health Scoreā is known (ensure re-enrollment is turned on so the workflow is triggered whenever the value changes)
2. Add an IF/THEN branch that checks if our calculated trend property is less than or greater than
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3. IF āTrendā is greater than 0 set the āHealth Score Trendā property to ā¬
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4. IF āTrendā is less than 0 set the āHealth Score Trendā property to ā¬
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5. IF āTrendā is 0 (when criteria not met in the IF/THEN) set the āHealth Score Trendā property to ⬠ā”
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6. For each branch in the IF/THEN logic add a āGo to actionā that goes to step 7.
7. Copy the current value of the āCalculated Health Scoreā property to the āPrevious Health Scoreā property, to ensure the data is correct the next time the workflow runs.
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Showing the trending direction of a property can be a helpful way to quickly identify accounts that need attention, or have new potential. Aggregating property ranges in a dropdown select property makes filtering and reporting simpler to save time prioritizing what needs attention.
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