Can I change lifecycle stage when someone makes a completed woocommerce transaction?

Smart CRM & Sales Hub CRM
1

Hi,

I need to change a HubSpot contact with the lifecycle stage called “lead” to change to “customer” when they make a “complete” status transaction on Woocommerce. I cant find out how to map or automatically change the lifecycle stage from the eCommerce pipeline.

Can you help me please?

Thanks

2

Hey @IWPPortugal

Thank you for reaching out

I’ll tag a few experts that can share their thoughts with you.

Hey @Josh @himanshurauthan @darynsmith what would you advise in this case?

Thanks

Sharon

3

Hi @IWPPortugal,

You have a couple of options here.

  1. If your website is pulling form fields in from your website or you are connecting WooCommerce to HubSpot using Zapier, find a property that is updated during checkout. Note, this will be on a contact record, not a deal record. Use a workflow that looks at when this property is changed and then change the lifecycle. One of our clients using WooCommerce is using the property “Order Number” which is a WooCommerce order number as the changed property.
  2. Check out this page and the WooCommerce connection (easy) or if you’d prefer, setup the Ecommerce Bridge (more difficult). This will give you the eCommerce pipeline which is great! This will allow you to easily accomplish what you’re looking to do.

I hope this helps!

Thanks for the ping @sharonlicari!

Josh