CRM

Ants
Member

Lifecycle stage change based on another propoertiy

SOLVE

Hi all,

I am trying to update the Lifecycle Stage based on another property's value.  Is this possible with Free or Starter version?

Also is it possible to change one property value of a contact based on a property of their associated Deal or Company?

Thank you,
Anthony 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle stage change based on another propoertiy

SOLVE

Hi @Ants,

 

In Professional and Enterprise subscriptions it is, easily, yes, with the help of workflows: https://knowledge.hubspot.com/workflows/create-workflows

 

In free and Starter subscriptions, unfortunately this cannot be done.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle stage change based on another propoertiy

SOLVE

Hi @Ants,

 

In Professional and Enterprise subscriptions it is, easily, yes, with the help of workflows: https://knowledge.hubspot.com/workflows/create-workflows

 

In free and Starter subscriptions, unfortunately this cannot be done.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
Ants
Member

Lifecycle stage change based on another propoertiy

SOLVE

Thank you! Is there a workaround? 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Lifecycle stage change based on another propoertiy

SOLVE

@Ants natively in HubSpot, no, there aren't. You could look into third party automation like Make or Zapier.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes