Changing Lead Status in Workflow

BCygan — Mon, 10 Mar 2025 19:18:09 GMT

I have a newsletter going out and a workflow to make each new contact a marketing contact, which changes their lead status to a lead in SFDC. Is there a way to not mark them as a lead for this form? By and large, we want the new contacts marked as a lead is they are set as a marketing contact, but in this case, we are only getting unqualified leads. We just don't want them to show-up as a lead.

Re: Changing Lead Status in Workflow

kennedyp — Tue, 11 Mar 2025 00:33:20 GMT

Hi @BCygan! Welcome to the Community-- happy to have you here 😊

I understand that when you have a new contact fill out a form, a workflow will set them as a marketing contact. Subsequently, the contact's Lifecycle Stage is also set to Lead. This syncs to Salesforce and sets them as a Lead in Salesforce as well. Am I following?

We need to clarify at what point we want the automation to stop. Do you want the contact set as a Lead in their HubSpot lifecycle stage and for that to not sync to Salesforce?

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Changing Lead Status in Workflow

Re: Changing Lead Status in Workflow