Step-by-Step Instructions
1. Connect Your HubSpot Account
Click the “Install App” button to link your HubSpot account.
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.
5. Access Meddicc Score from the HubSpot Sidebar
Locate Meddicc Score within the HubSpot sidebar under Deal.
6. Begin Scoring
- Select the qualification framework that you prefer for this deal.
- Start using Meddicc Score to complete the information form for that Deal.
- When clicking on Score, the AI model will return a Score based on the data introduced and feedback for every step.
6. Report and Export
- Clicking on Report, a full pipeline summary can be found.
- From the report is possible to download a CSV with all the notes and scores saved.
8. 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.
Uninstalling Meddicc Score
Navigate to Settings > Integrations > Connected Apps in HubSpot to uninstall Meddicc Score without impacting your HubSpot data.
