Automate custom lifecycle stage?

SOLVE
fergbreath
Member

Is it possible to automate categorization into a custom lifecycle stage as "active lead" for all new leads when they first come in? Thanks!

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Accepted Solutions
MFrankJohnson
Solution
Thought Leader

>>"Is it possible to automate categorization into a custom lifecycle stage as "active lead" for all new leads when they first come in?"

 

Sure @fergbreath. However, the automated categorization you're looking for is really LEAD STATUS. (not Lifecycle Stage) Once you create a custom "Active Lead" Lead Status, you'll want to setup a workflow to assign that Lead Status for your new leads.

- see How to Manage Your Sales Process in HubSpot With Lead Status

 

Customization of the built-in HubSpot Lifecycle Stage isn't permitted by HubSpot. And, building a substitute custom Lifecycle Stage property is a much larger conversation. (not recommended)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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2 Replies 2
MFrankJohnson
Solution
Thought Leader

>>"Is it possible to automate categorization into a custom lifecycle stage as "active lead" for all new leads when they first come in?"

 

Sure @fergbreath. However, the automated categorization you're looking for is really LEAD STATUS. (not Lifecycle Stage) Once you create a custom "Active Lead" Lead Status, you'll want to setup a workflow to assign that Lead Status for your new leads.

- see How to Manage Your Sales Process in HubSpot With Lead Status

 

Customization of the built-in HubSpot Lifecycle Stage isn't permitted by HubSpot. And, building a substitute custom Lifecycle Stage property is a much larger conversation. (not recommended)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
fergbreath
Member

Thanks, that is clarifying, and seems like one needs a paid account to automate - good to know.

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