Change the lifecycle stage through work flow

[SSingh62]

Hi,

I have created a subscription form and connected to the workflow. There is a couple of problems I am facing in setting up a workflow in a more convenient way.
1. Once the user fill the subscription box the lifecycle stage automatically becomes lead, but I want them to fall into the subscriber lifecycle stage. I tried but I didn’t find any way to change the lifecycle stage automatically when visitors fill out the subscriber form.
2. If you see in the below image I set the workflow, first “clear contact property lifecycle stage” and then “assign a new lifecycle stage as a subscriber.”

I know it’s not a convenient method to that. I also tried no to use “clear contact property lifecycle stage” action trigger and simply use “assign a new lifecycle stage as subscriber”, but I found there is no change in lifecycle stage form lead to subscriber. Can anyone help me how shall I do it without using clear the contact property action trigger.

[karstenkoehler]

Hi @SSingh62,

If your goal is to mark the contact who submits this form as “Subscriber”, then this can be achieved with a hidden Lifecycle stage field, set to “Subscriber” as a default value: Pass contact property values with hidden form fields

This will override the usual rule that a contact who submits a form is a “Lead”., see this test I just ran:

Regarding your second question, there might be other automatic HubSpot processes at play. Can you navigate to the contact record, hover your mouse over the Lifecycle stage field in the left sidebar and click the Details button?

This will show you a history of the tools that updated this property’s value.

Let me know if you have any follow-up questions!

[SSingh62]

Thaks Karsten for taking this up.
Can you share a video on how to do it, I tried but was not able to do it.

[karstenkoehler]

Sure, @SSingh62, there you go:

[SSingh62]

Thanks, it worked.