← View All Guides
HubSpot logo
Integration Guide

How to Use GrowSurf Data in HubSpot Lead Scoring

Use GrowSurf contact properties inside HubSpot scores and segments so referral advocates surface faster for sales and lifecycle teams.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

GrowSurf already syncs referral status, counts, and milestone data onto HubSpot contacts. That gives you a clean set of properties to use in HubSpot's lead scoring tool instead of relying on one-off tags or manually maintained lists.

If your HubSpot subscription includes lead scoring, you can score contacts directly from those properties. If it does not, you can still build segments and saved views from the same synced data.

Integration Steps

Connect HubSpot and verify the GrowSurf property group

GrowSurf HubSpot integration connect screen
Connect the native HubSpot integration first so GrowSurf can start writing referral properties onto contacts.
HubSpot GrowSurf property group
The HubSpot score builder becomes much easier to manage when the referral fields live together in the GrowSurf property group.

Before you build a score, make sure the GrowSurf property group is present on contact records. That confirms HubSpot can read the referral fields you plan to score.

Choose the referral signals that should raise priority

A strong starting point is to add points when a contact has referred at least one person, when referral status has reached an awarded state, or when referral counts show sustained activity. If your team wants to prioritize advocates before they earn the next reward, you can also use the milestone-related properties as a softer signal.

Build the score inside HubSpot

In HubSpot's lead scoring tool, create a contact score and add property-based rules that reference the GrowSurf fields. HubSpot handles the score calculation and storage; GrowSurf keeps the source properties current on the contact record.

Use the score in segments, handoffs, and follow-up workflows

Once the score is live, use it to create segments for high-value advocates, alert sales or lifecycle teams, or enroll scored contacts in follow-up workflows. If your team does not have access to HubSpot's lead scoring tool, use the GrowSurf fields directly in segments as the fallback.

Test with known referrers and non-referrers

Validate the score on two real records: one contact with no referral activity and one active referrer. That helps you confirm the point thresholds make sense before the score is used in routing or campaigns.

Tips

Separate scoring from referral credit

Let HubSpot decide who should be prioritized for outreach, and let GrowSurf decide who has earned referral credit or rewards. Those are related decisions, but they should not be the same rule set.

Start simple before adding too many point rules

A score built from a few strong GrowSurf properties is easier to trust than a score overloaded with weak signals. Begin with referral count or referral status, then add more nuance after you review the distribution.

Check plan access before promising a score-based workflow

HubSpot's lead scoring tool is tied to specific HubSpot tiers. If a team does not have access, use the GrowSurf properties in segments and views first, then upgrade the scoring layer later.

FAQ

Which GrowSurf properties are best for lead scoring?

The most useful starting fields are referral count, referral status, and other properties that show whether a contact has successfully referred someone or is actively progressing toward a milestone.

Does GrowSurf calculate the HubSpot score for me?

No. GrowSurf syncs the referral properties onto the HubSpot contact record, and HubSpot's scoring tool calculates the score from the rules you define there.

What if my HubSpot plan does not include lead scoring?

You can still get value from the integration. Build HubSpot segments, saved views, and workflows directly from the GrowSurf properties until you have access to the scoring tool.

Set up your refer a friend program with customer referral and affiliate program software that lowers your acquisition costs, increases customer loyalty, and saves you gobs of time.

Trusted by marketing and product teams at fast-growing B2C, fintech, and SaaS companies