Company Score Report

OVERVIEW

Create and calculate your own company score using data on your contacts. 

INTEGRATIONS NEEDED FOR COMPANY SCORE REPORT

HubSpot

You are currently viewing this content for HubSpot.
Company Score Report is only available on HubSpot.

Company Score Report Configuration Options

click image to enlarge

Companies to Process

In this section, you will find the options for building your Company Score Report tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots. 

1

Run against all companies?

This toggle is off by default, if you would like to run this tool against all companies, switch the toggle over to "yes". If you switch this over to "yes" step 3's option will not be configurable.
2

Process as one company?

This toggle is off by default, if you would like to process all the companies you select in step 3 to be processed as though they were one company, switch this toggle over to "yes". 
3

Which companies would you like to process?

In the drop-down, select the companies you would like to run the score report against. 

Processing

4

Which contact property would you like to run the calculation on?

In the drop-down select which property you would like to use to run the calculations on.  
If you do not have a property created already, you can create a property by clicking on the plus (+) symbol on the right-hand side of the property selector.  
5

What calculation do you want to perform?

In the drop-down, select which type of calculation you'd like to perform. You can either: 
- Sum up all the values in the selected property
- Average all the values in the selected property

click image to enlarge

click image to enlarge

Result Storing

6

Do you want to store store the result on all companies processed?

Should you want to store the result, select the Company property that you would like the result stored in.  
7

Do you want to store the result on all contacts processed?

Should you want to store the result, select the contact property that you would like the result stored in.  
8

List Conditions

Configure the conditions under which you would like your contacts to be added to a list.  
9

Selection

In the drop-down select which list you would like the contacts added to.  

click image to enlarge

click image to enlarge

Scheduling and Saving

10

Scheduler

By default, this toggle is set to "no". If you would like to configure this tool to run on a schedule, switch the toggle over to "yes" and then configure how frequently you would like the tool to run. 
11

Tool Name

Enter a name for your tool in this section. The name is solely for use inside of PlusThis, and will not be visible to customers. 

Implementation Types

Webhook

Run your tool virtually anywhere in your automation using a Webhook element.

1
Copy the Webhook URL from PlusThis.
2
Add an action in your Hubspot workflow where you would like the PlusThis tool to trigger.
3
Choose the Webhook Trigger at the bottom of the action list on the right hand side.
4
Paste the Webhook in the webhook URL area, and click ‘Save’.

click image to enlarge