Duplicate a lead in another pipeline

Marketing & Content Hub Lists, Lead Scoring & Workflows
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Hi everyone,

Within a LEADS PIPELINE (i.e., with LEAD objects) I need, at a certain point, to create an identical LEAD—meaning a LEAD that originates from the same COMPANY as the original one—but in a second LEADS PIPELINE, with the lead owner assigned based on a COMPANY property. Unfortunately, HubSpot does not allow you to create a LEAD inside a LEAD‑based workflow.

So I considered a workaround: building a workflow based on COMPANIES and their associated LEADS (keeping in mind that HubSpot won’t let you switch from a LEAD‑based workflow to a COMPANY‑based one). Technically it works, but it doesn’t trigger automatically, because the trigger requires that the LEAD associated with the COMPANY be in a specific LEADS PIPELINE and at a specific LEAD STAGE. In practice, it only fires if you create a LEAD that already has those characteristics—and not at the exact moment a LEAD moves from the previous LEAD STAGE to the one that should activate the trigger.

Is there a way to make the trigger precisely this change of LEAD STAGE made by the LEAD associated with the COMPANY?

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Hi @MColombo -

I would create a “Trigger Property” on the Company Object - a checkbox, perhaps, and use that for workflow enrollment. Once you have the property created, let’s call it “Lead 2,” you would follow this process.

  1. Revise your Company based workflow to enroll when “Lead 2” is known. Add a step at the end of the workflow that clears “Lead 2.”
  2. Create a Leads Workflow that sets “Lead 2” on associated companies when it reaches the appropriate stage.

The challenge at that point will be making sure you only set “Lead 2” on the appropriate company. If you have labels (like “Primary”) on the Company-Lead association, this will be easier.

In addition to letting you control which lead pipeline sets the Lead 2 trigger, this will let you re-enroll companies, which is not typically possible with cross-object workflow triggers.

Hope this helps!

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Hi Trevor,

Yeah, meanwhile i came to the same solution! I’ve created a company property and used it as a trigger for the workflow: just tested it and it works!

Thank you very much!