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

[JSamuel85]

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?

[JSamuel85]

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

[karstenkoehler]

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.

[JSamuel85]

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.

[karstenkoehler]

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.

[JSamuel85]

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?

[karstenkoehler]

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.

[karstenkoehler · Accepted solution]

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!

[JSamuel85]

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

[karstenkoehler]

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".