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JSamuel85
Contributor

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Is there a way to automate the filling of the 'Lead Status' field in a contact? Also is there an option for the 'Legal basis for processing contact's data? I ask as we have entered our contacts, but these fields need completing which would be a big manual task.

Is there a way through workflow automation to populate these on mass?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

Sure, you can use contact-based workflow to do this: https://knowledge.hubspot.com/workflows/understand-contact-based-workflow-types

 

You can reference the lead status and legal basis fields via the "Set property value" workflow action.

 

Your enrollment criteria depend on who exactly should automatically receive a specific. If you need a branching logic, you would use if/then branches.

 

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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JSamuel85
Contributor

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi Karsten,

 

I am confused about workflows, so need to look in to this more. Thank you for your advice so far, does it make a difference that we don't have a Professional subscription?

 

Many thanks

 

Jennette

 

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

Without workflows, this cannot be done. A Professional subscription is needed for this type of automation.

 

If an upgrade is an option, let me know. I'll happily set this workflow up for you. Send me a direct message here or on LinkedIn.

 

Without a Professional subscription, this cannot be done.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
JSamuel85
Contributor

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

We have Sales Hub Professional subscription, so should be able to do this? The only thing we can't do is 'schedule' as we haven't got Operations Hub Professional.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

You wrote that you don't have a Professional subscription, that's why I commented what I did.

 


@JSamuel85 wrote:

does it make a difference that we don't have a Professional subscription?


With a Professional subscription, you can follow the instructions as discussed earlier in this thread.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
JSamuel85
Contributor

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

I have to choose how to trigger the workflow, and my options are 

1. When an event ocurs

2. When filter criteria is met

 

So which is best to choose as I need all current contacts enrolled plus it needs to work for all new contacts added?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

If you want to enroll all contacts now and going forward, choose "When filter criteria is met" > Contact properties > Create date is known.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

Sure, you can use contact-based workflow to do this: https://knowledge.hubspot.com/workflows/understand-contact-based-workflow-types

 

You can reference the lead status and legal basis fields via the "Set property value" workflow action.

 

Your enrollment criteria depend on who exactly should automatically receive a specific. If you need a branching logic, you would use if/then branches.

 

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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
JSamuel85
Contributor

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi Karsten,

 

What is the best option to set-up as the enrollment trigger as the contacts are already on the system?

 

Many thanks

 

Jennette

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contacts - automation of Lead Status and Legal Basis for processing contact's data.

SOLVE

Hi @JSamuel85,

 

That depends on what exactly you'd like to trigger the workflow. If you want to enroll all contacts, you can go with "Create date is known".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes