Automate custom lifecycle stage?SOLVE
Jun 18, 2019 7:32 PM - edited Nov 14, 2019 1:56 PM
>>"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.
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)