how to Change the lifecycle MQL - SQL in automatic?

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BVazquez
Member

Hi! 

I'd like to know how can I change automatically the lifecycle of my contacts in automatic. For example from MQL to SQL.

 

Thanks 4 your time.

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1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @BVazquez,

 

You can use workflows to automate changing the lifecycle stage. The biggest consideration here would be the criteria that the prospect would have to make to convert them, which you would use as your enrollment criteria.

 

For example:

  • Lead score is greater than or equal to X
  • Prospect filled out a specific form
  • Prospect viewed a specific page or set of pages

You would also add an and statement to the enrollment criteria:

  • Lifecycle Stage is Equal to MQL

This would be unique to your leads, but those are some common ones.

 

After your enrollment criteria is set, you would change the action to set a property value. That property value would be the Lifecycle Stage property. You would set this to SQL.

 

The above workflow would automate the lifecycle stage change based on the enrollment criteria and action.

 

Here is some additional information on lifecycle stages.

 

Additionally, you can sync the lifecycle stages between your company and contact.

 

I hope this helps!

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

2 Replies 2
Josh
Solution
Recognized Expert | Platinum Partner

Hi @BVazquez,

 

You can use workflows to automate changing the lifecycle stage. The biggest consideration here would be the criteria that the prospect would have to make to convert them, which you would use as your enrollment criteria.

 

For example:

  • Lead score is greater than or equal to X
  • Prospect filled out a specific form
  • Prospect viewed a specific page or set of pages

You would also add an and statement to the enrollment criteria:

  • Lifecycle Stage is Equal to MQL

This would be unique to your leads, but those are some common ones.

 

After your enrollment criteria is set, you would change the action to set a property value. That property value would be the Lifecycle Stage property. You would set this to SQL.

 

The above workflow would automate the lifecycle stage change based on the enrollment criteria and action.

 

Here is some additional information on lifecycle stages.

 

Additionally, you can sync the lifecycle stages between your company and contact.

 

I hope this helps!

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

webdew
Top Contributor | Diamond Partner

Hi @BVazquez ,

You can achieve this by a simple workflow. What you need to do is to go to workflow > create workflow > start from scratch > select contact based > and then do the following step


webdew_0-1627546158441.png

 

Hope this helps!


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