Company Change Workflow

[pdeolympio]

Hello! 

I've noticed that when a contact is updated - say they move companies - they seem to inherit the "client" lifecycle stage from the previous company. So I want to build a workflow to address this: 

Trigger Event: Contact's Company Changed

If Company =/= lifecycle stage "client" then change contact's lifecycle to "awareness" 

This is probably oversimplified - the new company could be a prospect, I suppose. 

I'd also like to surface a notification to my client service rep that a user from a client is at a new org, so they can initiate a conversation about a discount (or something) for advocating for our product at the new org. 

Is this sort of thing doable? 

[karstenkoehler · Accepted solution]

Hi @pdeolympio,

What you're experiencing comes from this setting: https://knowledge.hubspot.com/object-settings/manage-how-lifecycle-stages-sync-between-objects

Generally, about the topic of contacts leaving companies, I'd highly recommend considering what I wrote here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Contact-moves-company/m-p/501610/highlig...

Have a look and let me know what you think.

If you still want to proceed as outlined in your original request, you would create contact-based workflow that looks like this: https://knowledge.hubspot.com/workflows/create-workflows

Keep in mind that resetting the lifecycle stage will affect any reports that display when contacts entered certain lifecycle stages – another reason why I'd recommend creating a new contact for the person at the new company and not simply re-associating the existing one.

Let me know if you have any follow-up questions or need more details on anything above!

[pdeolympio]

Thanks Karsten - that's very helpful. Creating duplicate entries in the CRM is so contrary to how I'd typically think about this, it hadn't crossed my mind. I appreciate you taking the time to walk me through this. Thanks very much. I will have to think it over.