Analytics
A real-time health score for every customer — built from your actual data.
This workflow defines and calculates a customer health score for every account in your CRM — combining product usage, revenue, support, and engagement signals into a single score your CS team can act on.
Workflow Steps
How this workflow runs
Health score definition
System InputYou define the signals and weights for your health score in the brief.
Revenue signal pull
Revenue Intelligence DashboardRevenue Intelligence Dashboard pulls payment health, plan tier, and billing history from Stripe.
Engagement signal pull
Revenue Intelligence DashboardHubSpot activity data — emails opened, meetings held, support tickets — is analyzed per account.
Score calculation
Revenue Intelligence DashboardSignals are weighted and combined into a single 0-100 health score per account.
CRM update
Revenue Intelligence DashboardHealth scores are written back to HubSpot for all accounts.
Action triggers
Email Campaign ManagerAccounts dropping below threshold trigger CS team alerts and outreach drafts.
Triggers
What starts this workflow
Weekly schedule
Real-time on significant signal change
Outputs
What you get when it runs
Health score written to HubSpot per account
Weekly health score change report
CS alerts for accounts dropping below threshold
Expansion alerts for high-health accounts