Lead pipeline automation - sometimes it doesn't work

Does anybody have the same trouble we have: sometimes leads automatically progress from new to attempting (when sending and email or logging an outbound call) and attempting to connected (receiving a reply or logging and inbound call or meeting), but sometimes we have to do it manually. Does anybody else have this problem, and if so, how do you handle it to make life easier for your sales team?

Thank you!

Hi @jj12stars,

I’d recommend flagging these instances with HubSpot support in-app via chat or email to investigate what’s going on. If you find that there’s something about the way you log, you could change that.

Without being able to investigate in your portal, it’s hard to say what the exact reason and fix could be. (And sharing details about logged activities in a public forum isn’t a good idea.) Support is the best option here.

Best regards!

I have already done that - have a support ticket open, and the guy said he saw that this is not unique to me.

@jj12stars what exactly was the response? Typically, there’s more detail to a reply. If you found the reply unsatisfactory, you can always log another ticket with support.

I got this email yesterday:

Hi Jean,

Thank you so much for your patience in this matter.

I wanted to let you know that my team and I are actively investigating your case to determine why lead responses are not moving the lead record to the next stage (Connected). Our engineering team is also assisting us in looking into this issue.

I will provide you with updates on this case as soon as I can.

Best regards,

Customer Support

HubSpot :orange_heart:

@jj12stars that means that HubSpot is currently investigating what’s currently going on. I would recommend to wait what the outcome of that investigation is. Anything else here would likely be speculation.