Thanks @franksteiner79,
Our sales team works out of Close and our CS team out of FreshSales… we are not currently sync’ing in any meaningful way.
Campaign(s)
Example: A paid or organic search motion that existing customer completes a form fill. At that point we will check to see if they are an existing customer; if they are my desire is to set Lifecyle to Customer, and Lead Status to sign-up.
- Esp. w/ Paid efforts setting LC to Customer can have sevearl knock-on impacts
- Generating conversion events via HubSpot’s Event beta
- Attributing a customer to the campaign
Our only sync’ing
Any close contact w/ an Email is added to HubSpot. Close Contacts who reach Opp. stage the deal size get’s pushed to HubSpot. We do track Opp & Closed won deals from Inbound leads -- but not from Upsells or Winbacks.
Why?
Esp. with FreshSales, bringing over additional contacts isn’t an expense we are looking to add, plus the complexity of it.