topic Re: Prospecting tool: Multiple leads created based on lifecycle stage in Sales Hub Tools

Prospecting tool: Multiple leads created based on lifecycle stage

Bürobert — Wed, 06 Dec 2023 14:20:03 GMT

We have configured our Leads objects to create a Lead in the Prospecting tool when:
- a contact enters MQL lifecycle stage

- a contact enter SAL lifecycle stage

This works fine when they move from Lead to MQL or SAL.

However when a contact enters MQL and is manually moved to SAL from MQL a second Lead is created altough an "open" Lead already exists.

Is there a way to avoid creating duplicate Leads if an "open" Lead object already exists?
Imho a second Lead for a contact should only be created if no other "open" (as in not Qualified or Disqualified) Lead exists.

Re: Prospecting tool: Multiple leads created based on lifecycle stage

PamCotton — Wed, 06 Dec 2023 21:52:10 GMT

Hello @Bürobert thank you for posting in our Community.

Apreciate you sharing the steps you are currently taking.

Particularly with the creation of duplicate leads when a contact is manually moved from MQL to SAL. To avoid creating duplicate leads in such scenarios, you may need to implement a workflow to check for the existence of an "open" lead before creating a new one.

I want to invite our top experts to share their thoughts,@Shadab_Khan @jolle @wcraig02 any recommendations to @Bürobert?

Thank you,

Pam

Re: Prospecting tool: Multiple leads created based on lifecycle stage

karstenkoehler — Thu, 07 Dec 2023 05:38:28 GMT

Hi @Bürobert,

This seems like an oversight by the product team and probably not what they intended – you could reach out to HubSpot support to pass on this feedback to the product team.

In terms of workarounds, the only I see for now would be workflows. Instead of having the default prospecting lead settings that create leads based on lifecycle stages, you could use workflows (and disable the automatic 'pull in leads' settings).

In a contact-based workflow, you'd enroll contacts when they move into the MQL or SAL lifecycle stage and use the 'Create record' action to create a lead. However, before the 'Create record' action, you'd branch to check whether the contact is already associated to a lead. If yes, do nothing, dead end. If no, proceed and create the lead. By doing this, you could avoid double leads for MQLs/SQLs.

Best regards

Re: Prospecting tool: Multiple leads created based on lifecycle stage

Bürobert — Thu, 07 Dec 2023 10:06:45 GMT

Hi Pam, not sure how a workflow could help here as we are using the built-in feature to auto-generate the leads; if possible we would like to keep it simple and keep using this feature instead of rebuilding it manually via workflows.

Re: Prospecting tool: Multiple leads created based on lifecycle stage

Bürobert — Thu, 07 Dec 2023 10:07:52 GMT

Thanks, I agree on this being an oversight. As this is still in beta maybe this behaviour can be reevluated?

Re: Prospecting tool: Multiple leads created based on lifecycle stage

karstenkoehler — Thu, 07 Dec 2023 10:08:12 GMT

Hi @Bürobert,

I fully understand – but it seems like it's not yet behaving like you would like it to and the quickest workaround is a short workflow like the one I shared. It's either that or waiting for a fix.

Re: Prospecting tool: Multiple leads created based on lifecycle stage

karstenkoehler — Thu, 07 Dec 2023 10:09:15 GMT

Sure, @Bürobert, potentially, but HubSpot typically doesn't disclose how long this might take. A workflow is a perfectly solid solution that can be implemented in minutes for the desired behavior.

Re: Prospecting tool: Multiple leads created based on lifecycle stage

ABGrowthworks — Wed, 24 Jan 2024 22:29:03 GMT

Hello Karsten, have you ever tried to set active list based on lead X contact association? In some specifics case it seems that hubspot doesnt recognize the associatio...

Re: Prospecting tool: Multiple leads created based on lifecycle stage

FCho — Thu, 01 Feb 2024 04:45:48 GMT

Hi Karsten, could you explain how you created that branch? I can't figure out how to set up those conditions you showed. Thanks!