leads from non hubspot forms getting wrong lifecycle stages
SOLVEi am facing a situation . we do have a non hubspot form which captures lead from login page . but the contacts coming to crm from that form as tagged as customer's customer by default which is wrong , ideally it should be lead. since it is a non hubspot form, i can not having any control over it . need help .attaching the screenshot of such a contact.
1 Accepted solution
leads from non hubspot forms getting wrong lifecycle stages
SOLVEHello Naveen,
Is therre a way you can provide more information on the non hubspot form that is being utilized? Based on the information, here are 3 solutions I can suggest that you try:
1. Disable HubSpot's automatic lifecycle updates
By default, HubSpot may bump a contact's lifecycle stage when any form is submitted. If you want to take control utilizing workflows, I would suggest turning that off.
2. Use a simple Workflow to overwrite the stage
Even if you can’t inject a hidden lifecycle_stage field into your external form, you can retroactively correct it with a workflow:
Trigger: Contact property “Form submission” is known and equals your non-HubSpot form.
Condition: (Optional) Contact’s current Lifecycle stage is “Customer’s Customer.”
Action: Set contact property → Lifecycle stage to Lead.
This way, every time someone comes in through that form, HubSpot will immediately reclassify them as a Lead. Workflows are the recommended way to keep your lifecycle stages accurate and up to date based on any behavior or data source .
3. API call at creation
If you manage this form that is outside of HubSpot, you can utilize HubSpot APIs to UPSERT the contact and include the lifecycle_stage that you want to set the contact in.
Let me know if this helps, or if you have any other questions!
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
| Brandon Woodruff Still have questions? Reach out at brandon@pearagon.com 
|
leads from non hubspot forms getting wrong lifecycle stages
SOLVEHello Naveen,
Is therre a way you can provide more information on the non hubspot form that is being utilized? Based on the information, here are 3 solutions I can suggest that you try:
1. Disable HubSpot's automatic lifecycle updates
By default, HubSpot may bump a contact's lifecycle stage when any form is submitted. If you want to take control utilizing workflows, I would suggest turning that off.
2. Use a simple Workflow to overwrite the stage
Even if you can’t inject a hidden lifecycle_stage field into your external form, you can retroactively correct it with a workflow:
Trigger: Contact property “Form submission” is known and equals your non-HubSpot form.
Condition: (Optional) Contact’s current Lifecycle stage is “Customer’s Customer.”
Action: Set contact property → Lifecycle stage to Lead.
This way, every time someone comes in through that form, HubSpot will immediately reclassify them as a Lead. Workflows are the recommended way to keep your lifecycle stages accurate and up to date based on any behavior or data source .
3. API call at creation
If you manage this form that is outside of HubSpot, you can utilize HubSpot APIs to UPSERT the contact and include the lifecycle_stage that you want to set the contact in.
Let me know if this helps, or if you have any other questions!
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
| Brandon Woodruff Still have questions? Reach out at brandon@pearagon.com
|
