Within HubSpot, you can run decisions through Check & Decide. To do this, please view this interactive demonstration, or follow the below steps:
- In the HubSpot home page, click on Companies in the left menu bar
- Select the Company out of the list that you want to run the decision against
- In the Company profile, click on the Actions button
- Select Check & Decide out of the options list
- Within the pop-up, select the Decision Model you want to run the decision against. If you only have one Decision Model available, this will be pre-populated
- Input the data that's required to make the decision
- Click the Run Decision button
- The decision result will load and will then appear in the Company record
- To see the decision making criteria, click on the chevron next to Audit Rules. This will expand the decision data
- Click the chevron next to Decision Logs to see the decision history