Getting Started with ScoreAI on HubSpot
💡 What Is ScoreAI?
ScoreAI helps you prioritize your pipeline by automatically scoring your Deals using AI trained on your real HubSpot data.
•Scores range from 0–100 based on similarity to past high-converting deals
•Trained automatically from Closed Won and Closed Lost deals — no manual setup required
•Works with any HubSpot plan, including Free
•View scores and insights directly inside the Deal record
🚀 How to Set It Up
Step 1: Install ScoreAI
- 1.Visit the HubSpot App Marketplace
- 2.Search for "ScoreAI"
- 3.Click Install App and connect it to your HubSpot portal
- 4.Approve requested permissions when prompted
Step 2: Let ScoreAI Train Automatically
- •After install, ScoreAI looks at your recent Deals (Closed Won & Closed Lost)
- •It identifies patterns in deal size, stage progression, time to close, and other factors
- •No tagging or manual scoring needed — the system trains itself using your real pipeline history
Step 3: View Deal Scores in HubSpot
First, add the ScoreAI card to your deal records:
- 1.Go to Settings -> Deals -> Record Customization
- 2.Click on "Default View"
- 3.Click "Add Card"
- 4.Select "ScoreAI - Deal Score"
Once configured, open any Deal record in your CRM and you'll see:
- ✅An AI-generated score (0–100)
- ✅Top positives and negatives
- ✅A short executive summary
- ✅Your usage (free or paid tier)
Step 4: AI Deal Scoring
Free Plan
- •Click the "Score Deal" button to manually score up to 50 deals per month
- •Perfect for testing the system and seeing how it works with your data
Paid Plans
- •Automatic scoring of all new and updated deals
- •Scores update in real-time as deal data changes
- •AI model continuously learns from your closed deals
- •Higher monthly deal scoring limits based on your plan
🧠 Pro Tips for Better Accuracy
•Make sure your pipeline is up-to-date
•Use consistent deal values and stages
•Keep your historical Closed Won / Lost deals clean
•The more quality historical data, the better your scoring
🛠️ Need Help?
•Book a quick onboarding call
•Email scott@acceleratewith.ai
🚀 Next Steps
•Use the Free Plan to score up to 50 Deals per month
•Upgrade to a paid plan for automatic scoring and higher volumes
•Join our Partner Program and earn 40% recurring commission for referrals