Hey Folks!
I have just started using the CRM and I am trying to build out my sales process for better results but I am on free CRM so my question right now is, is there any way I can automatically update my lifecycle stages in HubSpot?
Hey @Jhonmicken
In HubSpot, you can automatically set lifecycle stages based on how a record was created or automatically sync the lifecycle stages of certain associated objects if you are on the free version
Kindly go through this article here: Automatically set and sync record lifecycle stages
To update the lifecycle stage of contacts or companies in bulk You can use a workflow but this would require a professional or an enterprise-level subscription in HubSpot to know more kindly go through this article here
Let me know if you have any follow-up questions.
If you found our post helpful in resolving your query kindly mark it as an accepted solution!
Hi @Jhonmicken,
Under Settings > Objects > Contacts > Lifecycle stage, you can specify basic rules for lifecycle stage automation:
This is explained here: Automatically set and sync record lifecycle stages
You can also specify in forms which lifecycle stage a submitting contact should get:
For anything beyond that, a Professional subscription and automation capabilities are needed: Create workflows
Best regards!
@Jhonmicken that’s a paid feature as part of the prospecting workspace: Review sales activity in the sales workspace