1. Connect Your HubSpot Account
Click the Install app button below to link your HubSpot account.
You may need to grant permission to the user to install external apps. See below.
2. Login to Your HubSpot Account
Simply use your standard HubSpot login credentials.
3. Select Your HubSpot Account
If you have multiple accounts, select the one you wish to use. Single accounts will be chosen automatically.
4. Confirm Permissions
Approve the necessary permissions for Meddicc Score to interface with your HubSpot CRM and click on “Connect app”. Congratulations, you have installed Meddicc Score.
The first user of the account is the Admin by default, but there can be more users on the same account.
5. Access Meddicc Score from the HubSpot Sidebar
Find Meddicc Score in the HubSpot sidebar under Deal. It displays a summary of the total score and categorizes the status using three colors (red, yellow, and green) based on the completeness of each category.
6. Begin Scoring
- The first time you access a Deal, the default framework (normally MEDDICC) is used. (The default framework can be changed in the Settings.)
- Meddicc Score retrieves the relevant information of the last 100 Deal Engagements (Emails, Meetings, Calls, Tasks, Notes…) recorded in HubSpot. AI analyzes this data to auto-fill responses for the Framework Questions. Note: Comments to engagements are not gathered since they are not available through the HubSpot API.
- Then the AI model returns a Score based on the data introduced and feedback for every step. The responses, feedback and score are stored.
- Users can manually update the pre-filled responses on the form at any time. If additional information has been recorded in the Deal, they can click on "Refill" to re-populate the form with updated AI-generated responses.
- To prevent specific responses from being modified or overwritten during a refill, users can lock those responses by clicking the lock icon. Locked responses will remain unchanged even after a refill.
- Clicking on Score will trigger the AI to reassess and recalculate the Score based on updated data.
- Users can also modify the score manually by clicking the pencil icon below the score.
- All scores are stored in HubSpot as a property (custom variable) named “score_meddicc”.
7. Change the Framework
- Users can select a different qualification framework for each Deal.
- AI will prepopulate the selected framework with relevant information from the Deal.
- However, switching frameworks will not automatically recalculate the score nor save the responses, ensuring that old responses remain accessible.
- Users can return to the previous framework at any time.
8. Settings: Editing the framework questions and default framework (only Admin)
- Only Admins can access this feature. Clicking the Settings buttons, on the Framework tab, allows the user to edit the questions for that framework. The change will apply to all account members (not just the individual user). The modification will not affect the answers or scores previously submitted but will update the questions for all deals where that framework has been used.
- Turning on the ‘Default Framework’ switch will set the selected framework as the default for the entire account. Every new deal will use this framework by default. The change will not affect the answers or frameworks previously submitted in existing deals. The default framework is initially set to MEDDICC.
9. Settings: Manage your account and users (only Admin)
- Clicking on the "Account" tab displays a list of current users who have installed MeddiccScore.
- In the right column of the list, three actions are available only to the Admin users:
- Upgrade/Downgrade: Change the user's status to Premium or Free. This action either assigns or frees up a license. If no licenses are available, additional licenses can be purchased, or the account can be upgraded to the Team plan.
- Delete: Marks the user for deletion. Once deleted, the user will need to reinstall MeddiccScore to regain access.
- Make Admin: Assigns administrative privileges to the selected user, granting them access to manage account settings and users.
- On the right side, there are different options:
- General:
- Change Framework: Allows non-admin users to switch between different sales qualification frameworks (e.g., MEDDICC, BANT).
- Change Score Manually: Enables non-admin users to manually adjust the scores assigned to deals or opportunities.
- Access Report: Grants access to non-admin user to a detailed report summarizing deal scoring.
- Automations (Premium users only): Automate the scoring process. See the next section for details.
- Upgrade (Free users only): Upgrade your account to access premium features.
- Manage Subscription (Admin, paid users only): Opens the Customer Portal to update or cancel your subscription. For Corporate subscriptions, contact support by email. More information.
- Delete Account: Permanently deletes all MeddiccScore data (not your HubSpot account), including deals, users, and account information. This action cannot be undone. Please cancel any paid subscription before deleting your account. Type "Delete Account" to confirm.
10. Automations (Only Premium Admins)
- Automations help you streamline and automate the scoring process. They are only available for Premium users.
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Automatic Scoring: When enabled, this feature sets up a workflow so that every time a new engagement (Note, Meeting, Task, or Call) is logged in HubSpot, the Meddicc Score form is automatically re-filled with the latest information and rescored. Locked fields will not be changed, but unlocked fields and the overall score may be updated. Please note the following limitations due to the HubSpot API:
- The Meddicc Card in the sidebar will not refresh automatically; it updates only when the entire deal is refreshed.
- Automatic scoring is not triggered if an engagement is updated from a previous engagement already created.
- Automatic scoring does not trigger for new emails; it works only for Meetings, Calls, Tasks, or Notes.
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Score Account: This option will trigger scoring for all deals* in your account. All previous information and scores will be overwritten, and this action cannot be undone. The process may take several minutes, and the Admin user will receive an email notification once it is complete.
* Limited to the last 2000 Deals created that are not closed yet. If you need more, please contact support.
11. Report and Export
- Clicking on Report, a full account pipeline summary can be found.
- It includes a Bubble Quadrant Graph, which displays the current year’s opportunities with their Score, Close Date, and Amount represented by the bubble size. It will only shows deals that have Close Date and Amount recorded.
- From the report is possible to download a CSV with all the notes and scores saved.
- It is also possible to download the report on PDF format.
- The Score is also available as a custom HubSpot property (score_meddicc), and can be used in reporting, columns, etc.
12. Upgrade to Premium
If you like Meddicc Score and want to use it for more than 5 deals, you can upgrade easily from the own app. Click on “Upgrade Now” and you will go to a checkout powered by Stripe.
13. Change the subscription plan
If you're already enjoying the premium benefits of Meddicc Score but want to upgrade to a Team plan or switch to a yearly subscription to unlock significant savings, you can easily make the change through the Customer Portal. Take advantage of these exclusive discounts today and maximize your Meddicc Score experience!
If you are a paid or premium user, you need to cancel your subcription before uninstalling, by visiting the Customer Portal. More information.
Additionally, you may want to delete all the data stored in MeddiccScore, including users and account information, before uninstalling. More information. If you plan to reinstall the app later, the data will reappear unless the account has been deleted beforehand.
To uninstall, navigate to Settings > Integrations > Connected Apps. Click in Actions and then "Uninstall". This will uninstall Meddicc Score without impacting your HubSpot data.
I cannot install the APPPermalink
Please check that the user have permits to install external APPs from the marketplace.
For more information on user permissions, visit the HubSpot User Permissions Guide.
I cannot see Score as a property / The Score property in HubSpot is not updated automaticallyPermalink
To enable this, you may need to reauthorize the app for the new permits required. Please click here
You may also need before that, to have permits to add new properties (or someone else who has authorized the app with all the permits). Partner accounts with permits may be not enough. For reference, the Scope requiered is "crm.pipelines.orders.write".
If does not work even after re-installation, then user needs to create the variable manually. It can be done in Settings > Data Management > Properties > Create property:
It is very important to make it work that:
- The internal name be exactly “score_meddicc”
- Object type is “Deal”
- Group is “Deal information”
- The property label “Score” (but it can be different)
- "Field type": # Number
- "Number format": Formatted number
These are optional but recommended for validation:
- "Set min value limit": 0
- "Set max value limit": 100
- "Set max number of decimal places": 0
The AI Autofill is not taking information from my EmailsPermalink
To enable this, you may need to reauthorize the app for the new permits required (access to read emails basically). Please click here:
In all cases, the information extracted from emails is limited to the initial portion of each email. This helps avoid processing repetitive long threads, legal disclaimers, and other non-essential content. However, if critical Deal information is buried deep within the email threads or other engagements, the AI might not capture or interpret it accurately. Also AI tends to allucinate sometimes, please check important facts.
The Stage is not correct on the reportPermalink
The Stage property in HubSpot can be modified. Ensure that the internal name for lost opportunities includes the string "lost" and for won opportunities, it includes the string "won". Note that sometimes the internal name might be a number, which is the standard when the stage is created.
How can add a discount codePermalink
On the checkout Stripe page, there is a button ‘Add Code’ where you can add yu discount code. The price will be automatically updated. If you face any problem or the code not longer works, please Contact Us:
If you already have a subscription and want to add a coupon code, it cannot be done automatically, please Contact Us
How can I cancel or manage my subscription?Permalink
If you want to cancel your subscription or change the invoice details, you can access the Customer Portal (or send and email to Support) by clicking on “Subscription” button inside the settings. (Only admin users)
Please cancel your subscription BEFORE uninstalling the APP, since the latter does not automatically cancel de subcription. (this is a HubSpot limitation)
