Lifecycle for imported contacts

SOLVE
shiri
Participant

Hi,

 

Our sales team is frequently importing contacts - leads - into HubSpot. 

They get the "Subscriber" lifecycle stage by default - we want it to be Lead.

Is there a place in HubSpot where I can change this configuration, other than creating a workflow for it?

How would you approach this?

 
 
 
 
 
 
 
 
 
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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @shiri,

 

You could either include a Lifecycle Stage column in your import file (see here).

 

Alternatively you can bulk edit the contacts after importing. To do so, simply navigate to Menu > Contacts, click More filters, search for Import, select your recent import, then select all contacts, click Edit and find Lifecycle Stage. You can then set it to "Lead".

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @shiri,

 

You could either include a Lifecycle Stage column in your import file (see here).

 

Alternatively you can bulk edit the contacts after importing. To do so, simply navigate to Menu > Contacts, click More filters, search for Import, select your recent import, then select all contacts, click Edit and find Lifecycle Stage. You can then set it to "Lead".

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post