CRM

sofiasoares96
Miembro

Lifecycle stages from forms - conditional

resolver

Hi, 

 

New contacts are uploaded to our CRM via a form. I want some of those contacts to be labelled as default subscribers while others being labelled as marketing qualified leads based on a YES/ NO Answer in the form. 

 

How can I do that? 

 

Thank you! 

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1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Lifecycle stages from forms - conditional

resolver

Hi @sofiasoares96 

 

The only way to get the contents of a form-submitted property to determine the setting of lifecycle stage is to build a workflow - which is a Pro feature. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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2 Respuestas 2
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Lifecycle stages from forms - conditional

resolver

Hi @sofiasoares96 

 

The only way to get the contents of a form-submitted property to determine the setting of lifecycle stage is to build a workflow - which is a Pro feature. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
sofiasoares96
Miembro

Lifecycle stages from forms - conditional

resolver

Thank you!

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