Building a customized lifecycle automation from companies to contacts

Smart CRM & Sales Hub Tips, Tricks & Best Practices
2

Hi @EPirinen

The best advice I, or anyone, can probably give you is:

  1. Keep it simple, real simple
  2. Diagram it first, and keep the diagram up-to-date - use something like LucidChart

You probably will need to turn off the automatic lifecycle stage update. Then, I suggest you build individual, if/then branching workflows for each lifecycle stage - base the branching off really simple, explicit company properties for the best results.

Even when automatic updates are on, I build custom automation for the MQL/SQL stages following these basic principles.

Hope this helps.