Meddicc Score HubSpot Guide

If you are a seller or non-admin user and only need the end-user steps, use the simplified seller guide.

1. Connect Your HubSpot Account

Click the Install app button below to link your HubSpot account.

Important: All users of your company need to install the app. Even if you are the HubSpot Admin, it will not be automatically available to them until they also follow the installation process. They may require installation permits. More info

You may need to grant permission to the user to install external apps. See below.

Simply use your standard HubSpot login credentials.

3. Select Your HubSpot Account and confirm Permissions

If you have multiple accounts, select the one you wish to use. Single accounts will be chosen automatically.

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 (and Admins) on the same account.

4. Add Cards to the Views

After installation, Meddicc Score will be available to all users of the account. However, in the first time per account, Meddicc Score needs to be configured to appear in different locations in the HubSpot UI. HubSpot Admins can select the location by going to Settings > Connected Apps > Meddicc Score > App cards > Manage Locations. They can be added to the different views (Default view is the first one).

* Users must have Customize record page layout permissions or Super Admin permissions to create cards and customize a record. If you are unable to add the card, see the I cannot add cards to my view section below for troubleshooting steps.

See more information on the HubSpot official article.

You may consider to configure a new view only for the users (sellers representatives, etc) that are going to use Meddicc Score, and use a licence. These users will also need to install Meddicc Score so they can accept the permits. They will see on the card a button to do so:

5. Access Meddicc Score in HubSpot

Meddicc Score is easily accessible within your HubSpot records, but you may need to configure the app card to display on your Deal, Contact, or Company record pages.

HubSpot Admins can select the location by going to Settings > Connected Apps > Meddicc Score > App cards > Manage Locations. They can be added to the different views (Default view is the first one).

See more information on the HubSpot official article.

The information shown is similar but every location take advantage of the available space to render the best experience. The current locations are:

Deal: Middle Colum, Right Sidebar and Deal Execution
Contact: Middle Colum and Right Sidebar
Company: Middle Colum and Right Sidebar

It can also be configure by Admin(s) or users with permits, by clicking inside the record on "Customize", select the view (Default view?) and then add the cards on the proper locations. Please note that it is possible to have also a dedicated tab just for the Meddicc Card:

To add a card, click on the "+" sign and search for Meddicc Score. It will be located on Card Library > Card type > Apps:

5.1 Deal Cards

The Deal Cards are the most important for the Sales process. They show the different categories or questions on the sales framework, a icon indicating the AI feedback (bad, medium or good) an the response stored.
On the side card, the response is showed when cliking on the category.
Moreover, a "Next Steps" is also created, that is transformed in "Win Analysis" for the deals marked closed-won and a "Post-mortem Analysis" for the closed-lost.
It is also has some buttons to "Send Email" and "Schedule Meeting".
Clicking on "Redo Analysis", it will trigger to re-fill the form and score it again. Clicking on "Update Score", users can access to modfiy the responses and/or score it again

5.2 Contact Cards

The Contact Cards list all the deals where the contact is involed on.
Morevoer, it makes an AI generated Action Plan for this contact, summarizing the importance and providing talking points / potential questions for the next interaction, according to the sales framework. If AI is disabled in Settings, the Action Plan is generated deterministically from the number of associated deals and their scores.
It also generate a draft email to be sent according to the plan, ready by clicking on "Send Email". It is also possible to "Schedule a Meeting", or re-do the contact analysis.

5.3 Company Cards

The Company Cards show a list of the deals and contacts relevant for this company.
From the deal list is possible to access the form and modify it. From contacts, the action plan is shown and it is also posible to send a pre-drafted email and schedule a meeting to that contact.

6. Deal Cards - Begin Scoring

The first time you access a Deal, the default framework (normally MEDDICC) is used. (The default framework can be changed in Settings). The Deal appear with zero score and all categories empty.
When clicking on "Update Score" (or the pencil), a modal window is launched. Meddicc Score retrieves the relevant information of the last 100 Deal Engagements (Emails, Meetings, Calls, Tasks, Notes…) recorded in HubSpot, or the last XX days defined in Settings. General data from the deal such as description, close date, contacts etc is also considered, plus Associated Deals, Contacts and Companies. Previous custom fields related to MEDDICC implementations that may have been filled in the past are also considered. AI analyzes this data to auto-fill responses for the Framework Questions. Note: Comments to engagements or attachments to the engagements are not gathered since they are not available in the HubSpot API.

Then the AI model returns a Score based on the data introduced, Next Steps for the Sellers and feedback for every category. The responses, feedback and score are stored.
Users can manually update the pre-filled responses on the form at any time, by clicking on "Update Score" or in the pencil. 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.
the AI model will provide ✨ Next Steps and suggested questions (and to whom), to help SDRs to know what they need to find out on the next call.
If the Deal is already closed, it provides a Win Analysis or a Post-Mortem Analysis to learn from the errors and match the framework inputs with the results.
If Use AI for Refill and Score is disabled in Settings, the Refill button is disabled and the Score button uses a deterministic completeness-based calculation from the text entered in each response. Empty responses or responses such as "I don't know" score zero for that question. Next Steps are also generated without AI from the resulting score and response completeness.

Users can also modify the score manually by clicking the pencil icon below the score.
Users can also lock the score value. When the score is locked, it will not be changed by manual edits or by Automations. This is useful if you want to update the form with new AI-generated responses or feedback, but keep the previously agreed score unchanged.
All scores are stored in HubSpot as a property (custom variable) named “score_meddicc”.Please see below how to configure.

Each question can include a short guidance text to help users provide better answers. By clicking the info icon, this guidance will be displayed. The text can also be customized in the Settings menu.

On the Deal cards, the score and responses are displayed. Clicking "Next Steps" reveals recommended actions and suggested questions, and lets you send an email, schedule a meeting, or re-run the scoring and assessment. The sidebar and the tab card present the same information, however the interface adapts to the available space.

6.1 Organizational Charts:

From the Deal form, you can access the Org Chart to visualize the stakeholder hierarchy. This feature helps you understand reporting structures and identify key decision-makers within the account. Moreover, the information will be used also to fill the Sales Framework Questions, especifically on buying roles like Economic Buyer or Champion.
You can create multiple org charts for a single company, allowing you to map different departments or scenarios. The chart you create or select for a deal will become the default for that specific deal.

Building the Chart: Define reporting structures by selecting a parent for each contact in the list. The chart will update in real-time to reflect the hierarchy. You can also assign specific Buying Roles to each contact. The available roles are:
- 💰 Economic Buyer
- ⭐ Champion
- 🛠️ Technical Buyer
- 👤 User
- 🛒 Procurement
- ⛔ Blocker
- 📣 Influencer
- ⚖️ Legal
Organize with Drag-and-Drop: Click Organize to enter a visual editing mode. Simply drag one contact and drop them onto another to establish a reporting relationship. The target contact's border will highlight, confirming the change.

When you're finished organizing, click Done. Your changes to the reporting structure will be saved automatically.
Use the toolbar controls to Expand All nodes, or Collapse All nodes for easier navigation.
The Chart can be moved and zoomed using the scroll of the mouse wheel.

6.2 Competitor Charts:

From the Deal form, you can access the Competitor Charts to visualize and compare your company's offerings against competitors. This feature helps you identify strengths, weaknesses, and unique value propositions in your sales strategy.

You can create multiple competitor charts to be applied in different Deals, allowing you to map different competitive scenarios or focus on specific market segments. The chart you create or select for a deal will become the default for that specific deal.
Selecting and Moving Competitors: Competitors can be selected from the predefined list and positioned on the chart. You can drag and drop competitors to arrange them visually, representing their market positioning or threat level.
Managing Charts: Different competitor charts can be selected from existing ones, or you can create a new chart tailored to the deal's context. This flexibility allows for customized competitive analysis per opportunity.
Integration with Sales Framework: The information from the competitor chart will be considered to automatically fill up the sales framework on competitor-related questions, providing AI-generated insights based on the mapped competitive landscape.
The list of competitors can be edited or competitors can be deleted in Settings > Company Profile > Competitors.

7. Change the Framework

Users (if allow by Admins) 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. HubSpot Workflow Actions (Pro+ only)

Meddicc Score includes custom HubSpot workflow actions so Admins can automate common MEDDICC operations directly from deal-based workflows. These actions use the enrolled deal automatically, so you do not need to create a webhook, store an API key, or manually map the deal ID.

Workflow actions are available for Pro+ accounts with at least one premium user. The enrolled deal must already exist in Meddicc Score and have MEDDICC data.

Workflow Action	What it does	Common use case
Get MEDDICC Summary	Returns the current framework, score, score lock status, completion percentage, and question/section progress for the enrolled deal. It does not change the deal.	Branch a workflow based on score, completion, or whether the score is locked.
Lock MEDDICC Score	Locks the current MEDDICC score for the enrolled deal. Future recalculations can update answers and feedback, but they will not overwrite the stored score while it is locked.	Freeze the score when a deal reaches a late stage such as Contract Sent.
Unlock MEDDICC Score	Unlocks the MEDDICC score for the enrolled deal so future recalculations can update it again.	Allow the score to change again if a deal moves backwards, is reopened, or needs new qualification work.
Recalculate MEDDICC Score	Recalculates the MEDDICC score using the current answers and syncs the score back to the HubSpot `score_meddicc` property when possible.	Refresh the score at a specific stage or after important qualification data has been added.

The actions return output fields that can be used in later workflow branches, including hubspotDealId, dealId, framework, score, lockedScore, completionPct, questionCount, answeredCount, sectionCount, completedSectionCount, errorCode, and errorMessage. The recalculation action also returns hubspotSyncStatus.

For a full example, see How to Lock and Unlock the Meddicc Score with a HubSpot Workflow. If you need lower-level control, the Meddicc Score API section below explains the webhook-based approach.

9. Settings (only Admin)

Only Admins (considered that in Meddicc Score, may be different from HubSpot admins) can access Settings. This will get access to customize the experience of Meddicc Score. It is organized in four sections: General settings, Company Profile (to provide context to the AI), Framework (to modify the questions) and Users (to manage user access and licences).
It can be accessed by clicking on "Settings" on the bottom part of the Cards or going to HubSpot Settings > Integrations > Connected Apps > Meddicc Score > Settings.

9.1 General Settings:

9.1.1 Users access:

Use AI for Refill and Score: Enabled by default. When set to YES, Meddicc Score can use the selected AI model to refill answers, score the form, generate feedback, and create next steps. When set to NO, no AI is used: Refill is disabled, scoring is calculated deterministically from the completeness of each answer, and contact action plans are based only on associated deal counts and scores. The AI LLM Model, Automations, and Scoring Methodology tiles are hidden while this option is disabled.
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.

9.1.2 Automations:

Automations help you streamline and automate the scoring process. They are only available for Premium users and are shown only when Use AI for Refill and Score is enabled.
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.
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.

9.1.3 Scoring Methodology:

Score of the forms go from 0 to 100. This tile is shown only when Use AI for Refill and Score is enabled. There are two options for Scoring the forms:

All the form together (default): The selected AI model evaluates the form holistically and assigns a single score based on the overall completeness and deal quality. Results can vary by model and interpretation, and may sometimes skew optimistic. In this mode, section weights are not used.
Individual by sections (weighted): Each section of the form (e.g., Metrics, Economic Buyer, etc.) is rated as bad (0), medium (0.5), or good (1). The section score is multiplied by its weight configured in the Frameworks settings, and all section scores are summed to produce the final 0–100 score. If no weights are set, all sections are weighted equally. This method is more predictable and consistent, though it can lead to more repetitive scoring patterns.

Consider only the las XX days of engagements: By default, the AI analyzes the last 100 deal activities (notes, calls, meetings, etc). You can refine this by setting a specific day limit, ensuring the AI focuses only on your most recent—and relevant—engagements for refilling and scoring.
Consider only these deal properties for scoring: By default, the AI analyzes several key deal properties, such as Close Date, Amount, and existing MEDDIC fields. To better align with your specific business workflow, you can customize which properties the AI evaluates. For example, if your "Close Date" is often a placeholder, excluding it will prevent skewed scoring or feedback. To customize your settings, check the box and select only the properties you wish to include.
Custom scoring prompt (Pro+ only): With the Pro+ add-on, you can customize the instructions used by the AI when scoring deals. The default prompt provides the recommended structure and scoring rules, so use it as a starting point and keep the same format when adapting it to your qualification process.

9.1.4 AI LLM Model Provider:

This allows the user to select the Large Language Model (AI) provider used on the app, to pre-fill the forms and score the framework. This tile is shown only when Use AI for Refill and Score is enabled. The data will be shared with that provider, so please take into account their privacy policies, see more information here.
Every model comes with its own strengths in terms of capabilities, latency/speed, and intelligence. We encourage you to try different options and choose the one that best fits your needs for both quality and performance. If there’s a specific model you’d like us to add, please reach out to our support team.
Available providers:
- OpenAI / GPT 4.1 (default): more information on model capabilities ↗
- Google / Gemini 2.5: more information on model capabilities ↗
- Anthropic / Sonnet 4 (Pro+ only): more information on model capabilities ↗
- Meta / Llama 4: more information on model capabilities ↗. Meta Llama is provided by Groq: more information ↗
- OpenAI / GPT OSS: more information on model capabilities ↗. GPT OSS is provided by Groq: more information ↗
- Azure OpenAI / GPT 4.1: Microsoft Azure enables the use of OpenAI models (along with others) in a private, secure, enterprise-grade deployment, guaranteeing full data privacy (according to their claims). This allows organizations to leverage the latest OpenAI models without explicitly sharing their information with OpenAI.more information on Azure ↗. For this to work, more information is required:
  - Resource name: The calls to the API will follow this URL https://{resourceName}.openai.azure.com/openai/v1{path}
  - Base URL: Instead of Resource name, the Base URL can be provided. The calls to the API will follow this URL {baseURL}/v1{path}
  - Api Key: Although the key is safely stored and encrypted, It is recommended to provide an exclusive Api Key for Meddicc Score and set limits of usage.

Model Performance Comparison (General Overview)
Provider / Model	Speed (Latency & Throughput)	Intelligence (Reasoning & Output Quality)	Notes
OpenAI GPT-4.1 (Direct API)	⚡⚡ (fast; depends on load)	🧠🧠🧠🧠 (excellent reasoning, creative and reliable)	Strong balance of speed and intelligence; widely adopted.
OpenAI GPT-4.1 (Azure OpenAI)	⚡⚡⚡ (enterprise-grade stability)	🧠🧠🧠🧠 (same model quality as direct API)	Often steadier latency due to Microsoft infrastructure.
Google Gemini (Pro / Ultra)	⚡ (slower than the rest)	🧠🧠🧠🧠🧠 (very strong reasoning, multimodal)	Excels at complex reasoning & and more verbose.
Anthropic Claude (Sonnet / Opus)	⚡⚡ (good, especially with long contexts)	🧠🧠🧠🧠 (strong reasoning; alignment-focused)	Handles long contexts well; polished, safe outputs.
Meta Llama (via Groq)	⚡⚡⚡⚡ (ultra-low latency on Groq)	🧠🧠🧠 (solid; generally below GPT-4/Gemini for reasoning)	Best when speed is critical; slightly weaker reasoning depth.
GPT OSS (via Groq)	⚡⚡⚡⚡ (extremely fast; Groq hardware optimized for OSS models)	🧠🧠🧠🧠 (similar or better than GPT 4.1)	Good combination of speed and reasoning.

Legend: ⚡ = relative speed; 🧠 = relative intelligence.
Disclaimer: This is a generalized, high-level comparison (as of 2025). Actual performance varies by model version, prompt, context length, provider load, and infrastructure.

9.1.5 Manage your Subscription and account:

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.

9.2 Company Profile: Provide context to tailor the AI responses (only Admin)

In this section is possible to add more context about your organization's value propositions, products, and services to ensure AI-generated content is relevant and tailored to your organization. Filling this information is optional but recommended. The field that are available are:

Company name
Industry
Value proposition
What pains does your company solve?
Product(s) or Service(s): A list of the offering with the name and description. At least one has to be provided.

9.3 Frameworks: Editing the framework questions and default framework (only Admin)

Only Admins can access this feature. Clicking on the Frameworks tab, allows the Admins to edit the questions and the guidance 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 and guidance for all deals where that framework has been used.
The framework selected will also be the Default framework 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.
Section weights (Scoring): In the Frameworks tab you can assign a weight (as a percentage) to each category. Those weights define the maximum points for each category in the “Individual by sections (weighted)” scoring method. The final score is the sum of each category’s rating (bad/medium/good = 0/0.5/1) multiplied by its weight.
Validation: The weights must add up to exactly 100% to be saved. The UI shows the total and any remaining or excess percentage. If the total is not 100%, the weights are not saved and the system falls back to equal weighting across categories.

You can add more questions to any category of the framework. Clicking in "Add question" will add one more set of question and guidance. It can be removed clicking on "Remove question", although it has to be at least one per category.

9.4 Users: Manage your users (only Admin)

Clicking on the "Users" tab displays a list of current users who have installed MeddiccScore, and their licence status.
Language Settings: You can set a preferred language for every user on the account. This ensures that Sales Frameworks (questions and answers), assessments, and next steps are generated in that specific language. This setting applies even if the original records are in a different language. By default, all users are set to English.
Supported Languages: Arabic, Chinese, English, French, German, Dutch, Spanish, Portuguese, Hindi, Japanese and Italian. (more can be added per request)
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. Please note the downgrade DO NOT cancel the subcription, just free the seat or the licences count.
- 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. There can be more than one Admin, but at least one.
- Remove Admin: Remove administrative privileges to the selected user. There has to be at least one Admin user.

10. Report and Export

Open the Meddicc Score Home: click the marketplace icon in the top bar and select “Meddicc Score.” The Home screen provides an overview of account opportunities and key metrics.
Access Full Report: when “Access Full Report” is enabled in Settings, permitted users can view team-wide statistics; otherwise non-admins see only their own data. Admins always have full access.
Filter by Opportunity Owner: use the Owner dropdown to filter the report and view deals assigned to a specific user.
Changes shown (increase/decrease) reflect the difference compared with the previous week’s data (e.g., percentage or absolute delta).

From the menu "Actions" 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.
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.

The Score is also available as a custom HubSpot property (score_meddicc), and can be used in reporting, columns, etc.

11. 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.

12. Change the subscription plan or billing details.

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!

You can access Customer Portal going to Settings > Subscription.

You can also change your billing details by clicking on Billing Information > "Update information".

13. Meddicc Score API Overview (Pro+ only)

Meddicc Score also provides an API so external automations and workflows can read and update MEDDICC data programmatically for HubSpot-connected accounts.

This API is currently available only for premium feature accounts where:

The account has Pro+ add-on enabled.
The account has at least one premium user.
An account-scoped API token has been configured for the workspace.

The token is account-scoped, so it gives access to the deals that belong to that HubSpot account. If API access has not been enabled for your workspace yet, please contact Meddicc Score support. It can be generated on Settings > General > Meddicc Score API Key. This is you YOUR_ACCOUNT_API_TOKEN

13.1 Authentication

Requests can authenticate either with a Bearer token (YOUR_ACCOUNT_API_TOKEN) in the Authorization header or with a direct API key header (without Bearer) such as apikey, api-key, api_key, x-api-key or x-apikey.

Authorization: Bearer YOUR_ACCOUNT_API_TOKEN
apikey: YOUR_ACCOUNT_API_TOKEN

Base path:

/hubspot/api/v1

Download the Postman collection: Meddicc Score API Postman Collection

13.2 Available Endpoints

Method	Endpoint	Purpose
`GET`	`/deals?page=1&limit=25`	Returns the deals stored in Meddicc Score for the authenticated account with pagination metadata.
`POST`	`/deals`	Workflow-friendly paginated deal listing endpoint that accepts `page` and `limit` in the JSON body.
`GET`	`/meddicc?hs_object_id=123456789`	Returns the full MEDDICC payload plus flattened questions and summary data.
`GET`	`/meddicc-summary?hs_object_id=123456789`	Returns a compact summary including score, lock state, completion and per-section status.
`POST`	`/meddicc`	Workflow-friendly read endpoint that accepts `hs_object_id` or `dealId` in the JSON body.
`POST`	`/meddicc-summary`	Workflow-friendly summary endpoint that accepts `hs_object_id` or `dealId` in the JSON body.
`POST`	`/meddicc/questions/lock`	Locks or unlocks a single question using `hs_object_id` or `dealId`, plus `questionId` and `locked` in the body.
`POST`	`/meddicc/score-lock`	Locks or unlocks the overall score using `hs_object_id` or `dealId` and `locked` in the body.
`POST`	`/meddicc/score`	Updates the score manually from the request body using `hs_object_id` or `dealId` and `score`.
`POST`	`/meddicc/recalculate`	Recalculates the score from the current MEDDICC answers using `hs_object_id` or `dealId` in the body.

Note: the API accepts hs_object_id, dealId, deal_id or objectId as the HubSpot Deal ID. For HubSpot workflows, hs_object_id is the recommended field name because that is what HubSpot exposes directly.

Note: questionId currently maps to the internal question name, for example metrics, economicBuyer, decisionCriteria, champion, etc.

13.3 Endpoint Details and Examples

The read endpoints support both GET and POST. For HubSpot workflows, prefer the POST variants because workflow actions can send JSON bodies more easily than query-string parameters.

`GET /deals` and `POST /deals`

Purpose: list the deals that already exist in the Meddicc Score database for the authenticated account.

Accepted pagination fields:

page: optional, default 1.
limit: optional, default 25, maximum 100.

Typical GET request:

curl --request GET \
  --url "https://app.meddiccscore.com/hubspot/api/v1/deals?page=1&limit=25" \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN"

Typical POST request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/deals \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "page": 1,
    "limit": 25
  }'

Typical response:

{
  "page": 1,
  "limit": 25,
  "total": 142,
  "totalPages": 6,
  "hasNextPage": true,
  "hasPreviousPage": false,
  "deals": [
    {
      "hs_object_id": "123456789",
      "dealId": "123456789",
      "dealname": "Acme Expansion",
      "dealstage": "contractsent",
      "amount": 50000,
      "hasMeddicc": true,
      "summary": {
        "hs_object_id": "123456789",
        "dealId": "123456789",
        "score": 78,
        "lockedScore": false,
        "completionPct": 64
      }
    }
  ]
}

`GET /meddicc` and `POST /meddicc`

Purpose: return the full stored MEDDICC payload for one deal, plus a flattened questions array and a computed summary.

Required deal identifier:

GET: pass hs_object_id in the query string.
POST: pass hs_object_id in the JSON body.

Accepted alternative field names are dealId, deal_id and objectId, but hs_object_id is recommended.

Typical POST request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/meddicc \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "hs_object_id": "123456789"
  }'

Typical response:

{
  "hs_object_id": "123456789",
  "dealId": "123456789",
  "updatedAt": "2026-04-25T10:21:00.000Z",
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "score": 78,
    "lockedScore": false,
    "completionPct": 64
  },
  "questions": [
    {
      "id": "economicBuyer",
      "section": "economicBuyer",
      "value": "VP Finance",
      "locked": false
    }
  ],
  "meddicc": {
    "framework": "meddicc",
    "score": 78
  }
}

`GET /meddicc-summary` and `POST /meddicc-summary`

Purpose: return only the computed summary for one deal. This is usually the best endpoint for workflows that just need the score, lock status, completion, and section-level progress.

Required deal identifier:

GET: hs_object_id in the query string.
POST: hs_object_id in the JSON body.

Typical GET request:

curl --request GET \
  --url "https://app.meddiccscore.com/hubspot/api/v1/meddicc-summary?hs_object_id=123456789" \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN"

Typical response:

{
  "hs_object_id": "123456789",
  "dealId": "123456789",
  "framework": "meddicc",
  "score": 78,
  "lockedScore": false,
  "questionCount": 14,
  "answeredCount": 9,
  "completionPct": 64,
  "sectionCount": 7,
  "completedSectionCount": 4
}

`POST /meddicc/questions/lock`

Purpose: lock or unlock a single MEDDICC question so that it cannot be edited by later automations or by the user interface until unlocked again.

Required body fields:

hs_object_id: the HubSpot Deal ID.
questionId: the internal question name.
locked: boolean, either true or false.

Typical request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/meddicc/questions/lock \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "hs_object_id": "123456789",
    "questionId": "economicBuyer",
    "locked": true
  }'

Typical response:

{
  "success": true,
  "questionId": "economicBuyer",
  "locked": true,
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "score": 78,
    "lockedScore": false
  }
}

`POST /meddicc/score-lock`

Purpose: lock or unlock the overall MEDDICC score. When the score is locked, recalculation does not overwrite the stored score.

Required body fields:

hs_object_id: the HubSpot Deal ID.
locked: boolean, either true or false.

Typical request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/meddicc/score-lock \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "hs_object_id": "123456789",
    "locked": true
  }'

Typical response:

{
  "success": true,
  "lockedScore": true,
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "score": 78,
    "lockedScore": true
  }
}

`POST /meddicc/score`

Purpose: set the deal score directly through the API.

Required body fields:

hs_object_id: the HubSpot Deal ID.
score: numeric value. The API stores it as an integer and clamps it to the 0 to 100 range.

Typical request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/meddicc/score \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "hs_object_id": "123456789",
    "score": 78
  }'

Typical response:

{
  "success": true,
  "score": 78,
  "hubspotSync": {
    "success": true,
    "property": "score_meddicc",
    "score": 78
  },
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "score": 78,
    "lockedScore": false
  }
}

`POST /meddicc/recalculate`

Purpose: recompute the score using the current MEDDICC answers already stored in Meddicc Score.

Required body fields:

hs_object_id: the HubSpot Deal ID.

Typical request:

curl --request POST \
  --url https://app.meddiccscore.com/hubspot/api/v1/meddicc/recalculate \
  --header "apikey: YOUR_ACCOUNT_API_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
    "hs_object_id": "123456789"
  }'

Typical response:

{
  "success": true,
  "hubspotSync": {
    "success": true,
    "property": "score_meddicc",
    "score": 81
  },
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "score": 81,
    "lockedScore": false,
    "completionPct": 64
  }
}

13.4 Responses and HubSpot Sync

Score-changing endpoints return the local result plus a hubspotSync object.

The API always stores the MEDDICC change locally first. Then, when the endpoint changes the score, Meddicc Score also tries to update the HubSpot custom property score_meddicc on the deal.

If the HubSpot property update succeeds, the response includes a successful hubspotSync result. If HubSpot rejects the update or the user token needs reauthorization, the local change is still saved and the response explains that the HubSpot sync failed.

completionPct is the percentage of MEDDICC questions that currently have an answer. It is a completeness metric, not a quality metric. In other words, it helps you know how much of the framework has been filled in, while score represents the actual MEDDICC evaluation. It is calculated from answeredCount / questionCount and rounded to an integer percentage.

Example response after a manual score update:

{
  "success": true,
  "score": 78,
  "hubspotSync": {
    "success": true,
    "skipped": false,
    "property": "score_meddicc",
    "score": 78
  },
  "summary": {
    "hs_object_id": "123456789",
    "dealId": "123456789",
    "framework": "meddicc",
    "score": 78,
    "lockedScore": false,
    "completionPct": 64
  }
}

13.5 Workflow Usage

This API is intended mainly for advanced automations. A common pattern is:

Read the current MEDDICC summary for a deal.
Use workflow logic to decide whether to lock the score or a specific answer.
Update the score manually or trigger a recalculation.
Use the returned score, lockedScore, completionPct or hubspotSync fields in the next automation step.

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, or this link.

I cannot add cards to my viewPermalink

Users must have Customize record page layout permissions or Super Admin permissions to create cards and customize a record. For more details, see the HubSpot guide on creating cards.

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” or "Score Meddicc" (or any other)

"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

After that, the Score property will be available as a custom HubSpot property (score_meddicc), and can be used in reporting, columns, etc.

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)

What information is considered when filling the sales framework?Permalink

When you click "Update Score" or "Refill" on a Deal, Meddicc Score's AI analyzes multiple data sources from your HubSpot account to automatically populate the sales framework questions. Understanding what information is considered can help you ensure the AI has the best data to work with.

The AI considers the following information sources:

Deal Engagements (last 100): The AI retrieves and analyzes the most recent engagements associated with the Deal, including:
- Notes
- Emails (body content only, not attachments)
- Calls
- Tasks
- Meetings
Deal Information: General deal data such as:
- Deal Description
- Close Date
- Amount
- Deal Stage
- Other custom deal properties
Associated Records: Information from related records:
- Associated Contacts
- Associated Companies
- Associated Deals
Previous Meddicc Fields: Any previously saved responses in the sales framework are also considered to maintain continuity.
Organizational Charts: If you've created an org chart for the deal, the buying roles and reporting structure are used to fill relevant framework questions (e.g., Economic Buyer, Champion).
Competitor Charts: If you've created a competitor chart for the deal, this information is used to fill competitor-related questions.

Important limitations:

Comments on engagements and attachments are not available through the HubSpot API and therefore cannot be analyzed.
Only the initial portion of each email is extracted to avoid processing repetitive threads and legal disclaimers.
If critical information is buried deep in long email threads, the AI might not capture it accurately.
The AI analyzes the last 100 engagements. For deals with extensive activity history, older engagements may not be considered.

Best practices for better AI results:

Keep important deal information in the Deal Description field
Log key insights as Notes rather than relying solely on email threads
Use the org chart and competitor chart features to provide structured context
Review and manually edit AI-generated responses to ensure accuracy
Use the lock feature to preserve important responses from being overwritten during refills

Migrate from Legacy App CardsPermalink

You may have installed a version of Meddicc Score that use the legacy App Cards on the Deal section. You can easily migrate without loosing any data or any interrumpting your current workflows.

You may see a message indicating that the card has available updates. For account admins, a link to the app's settings page will be included. Non-admin users will see similar messaging, but will be guided to contact their account admin to assist with setup.

The process will be the same that when adding a fresh installation, described before

After adding the new cards, you can safely remove the old card version on the Deal sidebar. Eventually all the old cards will be hidded sometime after 2026.

If you want to access the setup and usage guide of the old Legacy cards, it can be accessed from here.

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Meddicc Score HubSpot Guide

Table of Contents

Getting Started

1. Connect Your HubSpot Account

2. Login to Your HubSpot Account

3. Select Your HubSpot Account and confirm Permissions

4. Add Cards to the Views

Using the APP

5. Access Meddicc Score in HubSpot

5.1 Deal Cards

5.2 Contact Cards

5.3 Company Cards

6. Deal Cards - Begin Scoring

6.1 Organizational Charts:

6.2 Competitor Charts:

7. Change the Framework

8. HubSpot Workflow Actions (Pro+ only)

9. Settings (only Admin)

9.1 General Settings:

9.2 Company Profile: Provide context to tailor the AI responses (only Admin)

9.3 Frameworks: Editing the framework questions and default framework (only Admin)

9.4 Users: Manage your users (only Admin)

10. Report and Export

11. Upgrade to Premium

12. Change the subscription plan or billing details.

Meddicc Score API

13. Meddicc Score API Overview (Pro+ only)

13.1 Authentication

13.2 Available Endpoints

13.3 Endpoint Details and Examples

GET /deals and POST /deals

GET /meddicc and POST /meddicc

GET /meddicc-summary and POST /meddicc-summary

POST /meddicc/questions/lock

POST /meddicc/score-lock

POST /meddicc/score

POST /meddicc/recalculate

13.4 Responses and HubSpot Sync

13.5 Workflow Usage

Uninstalling the APP

Troubleshooting

I cannot install the APPPermalink

I cannot add cards to my viewPermalink

I cannot see Score as a property / The Score property in HubSpot is not updated automaticallyPermalink

The AI Autofill is not taking information from my EmailsPermalink

The Stage is not correct on the reportPermalink

How can add a discount codePermalink

How can I cancel or manage my subscription?Permalink

What information is considered when filling the sales framework?Permalink

Migrate from Legacy App CardsPermalink

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`GET /deals` and `POST /deals`

`GET /meddicc` and `POST /meddicc`

`GET /meddicc-summary` and `POST /meddicc-summary`

`POST /meddicc/questions/lock`

`POST /meddicc/score-lock`

`POST /meddicc/score`

`POST /meddicc/recalculate`