topic Re: Pulling SQL to Leads - Not working in Tips, Tricks & Best Practices

Pulling SQL to Leads - Not working

Hyroxware — Thu, 08 Aug 2024 14:02:29 GMT

We have just moved over from Pipedrive to Hubspot. We synced everything over and recreated exact same Pipeline. Now we are using Hubspot we have realised we should use their prospecting workspace instead of the first stage in our pipeline.

I have now done this by changing all the deals contact to "Contact Lifecyle" set to "SQL" thinking that the prospecting workspace will pull all "SQL" to leads. However when I try to pull them through it does not seem to pick them up? Any ideas of what I should do to rectify?

Re: Pulling SQL to Leads - Not working

PamCotton — Thu, 08 Aug 2024 22:19:57 GMT

Hey @Hyroxware, thank you for posting in our Community!

It sounds like you've done a lot of the right steps, but there might be a disconnect in how the prospecting workspace is set to recognize "SQL" contacts. I recommend double-checking your filters in the prospecting workspace to ensure they are set to pull in contacts with the "SQL" lifecycle stage. If everything seems correct, you might want to try refreshing the sync or manually verifying if any settings were overlooked during the transition from Pipedrive.

To our top experts, @TomM2, @DanielSanchez do you have any recommendations for @Hyroxware matter?

Thank you,

Pam

Re: Pulling SQL to Leads - Not working

Hyroxware — Mon, 12 Aug 2024 08:18:29 GMT

@pamcotton, @TomM2, @DanielSanchez do you guys have any more suggestions? I have tried to change the pull leads settings but its doesnt seem to be reading the SQL's still.

Re: Pulling SQL to Leads - Not working

Hyroxware — Thu, 15 Aug 2024 12:33:39 GMT

@PamCotton, @TomM2 and @DanielSanchez just wondering if you could look at this again? Thanks