Dynamic update a field based on another

[Ants]

Hello all,

We are using the started version of Hubspot and currently need to update fields such as Lifecycle Stage and Lead Status based on another custom field. Is this possible? For instance, we have a custom field LemlistStatus, and if it is 'Unsubscribe' then Lead Status is 'Disqualified' or if Lead Status is 'In progress' then Lifecycle Stage is 'SQL'

Thank you in advance. 

[karstenkoehler]

Hi @Ants,

While this is possible with workflows, yes, workflows are a Professional / Enterprise tier feature: https://knowledge.hubspot.com/workflows/create-workflows

In the Starter subscription, this is unfortunately not possible.

Best regards

[Ants]

Thank you for your reply @karstenkoehler . I was wondering if there is a workaround.

With the Starter package, it seems like Deal Workflows, HubSpot Calculation and Deal Probability works. For instance, see below example from our CRM, it automatically sends this sample lead to the Qualified to Buy stage based on the probability as its 40%. I don't know how did HS did it tho....

Is there a way to edit these Calculations with the started pack? If so I may create an additional pipeline for lifecycle stages in Deals and calculate probabilities based on some other custom attributes I assume🤔



Thank you

[karstenkoehler]

@Ants HubSpot of course runs some automation in the background, yes – but custom automation requires a Professional or Enterprise subscription.

Workarounds would involve third-party automation solutions, like Zapier: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

If you want automation natively in HubSpot, you have to upgrade. No way around that, unfortunately.

[Ants]

Thanks so much @karstenkoehler How can I modify or view these automation that run in the background? 

[karstenkoehler · Accepted solution]

@Ants there is no central place where these are listed. Some cannot be edited, some can. For example, there are settings which auto-update the lifecycle stage of a contact to opportunity once associated to a deal: https://knowledge.hubspot.com/records/use-lifecycle-stages#set-up-automatic-updates-to-record-lifecy...

If you have specific ones you'd like to know more about, let me know and I can let you know if there are settings or not.

In any case, please take a moment and mark my replies as solutions if you find them helpful. I will of course continue replying.