Engagement Scoring - Workflow Actions | Automations

Engagement Scoring - Workflow Actions

complete

Gowtham Jakka

Can Engagement Scoring be made available as an action in Workflows so it's easy to add and remove score.

Also where are the accumulated points available for us to see?

October 23, 2023

Prasoon Dadhich

marked this post as

complete

Prasoon Dadhich

Merged in a post:

Automation trigger on engagement score

Logan Mano

Trigger an automation when potential clients who have an engagement score of lets say hits 10+.

March 28, 2024

Prasoon Dadhich

Merged in a post:

Add/Subtract Engagement Score within Workflows

Maximilian Loose

Add the engagement score to the workflow builder, both as a trigger and as an action. I would love to move prospects automatically from one stage of a pipeline to the next, once they cross e.g. 100 points

March 28, 2024

Ross Flatley

Any update on this feature? This would be amazing to have in some of my automations.

Priya Jain

We also require to be able to send Engagement Score to other systems via API(s) and Webhooks

Allen Jimz

We need it as a trigger in a workflow as well as a variable we can use inside a workflow

Will Mitchell

Allen Jimz yes. Should be able to automatically create an opportunity (or do whatever) when a certain engagement score is reached.

Emil Aguilar Andrade

Please, add a trigger or action when we can use the score to asiggned a deal at diferent stages or pipelines.

Ana Cristina Vollbracht

We could easily move leads in workflows depending on the score.

Ana Cristina Vollbracht

Agree, this is a must to take advantage of the scoring.

Auseklis Sarkans

Yes, it seems a bit odd that you can add score but cannot use it. It would be great to be able to use it in workflows. Additionally, it would be nice if this score can be shown in opportunities and perhaps be searchable in contacts. With workflows this could be done with tags as well but score might be just a bit better as the tags could be used for a lot of other things so that there are not too many tags for each contact.

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