CRM

sofiasoares96
メンバー

Lifecycle stages from forms - conditional

解決

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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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Lifecycle stages from forms - conditional

解決

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件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Lifecycle stages from forms - conditional

解決

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
メンバー

Lifecycle stages from forms - conditional

解決

Thank you!

0 いいね!