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LDeniz
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MQL to SQL report

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I would like to run a report looking at MQLs to SQLs.

 

MQLs are defined as memembers of a certain list and SQLs are defined as when the contact is associated with a deal and the SQL property is checked. Is there a way to run this report? Please let me know! 

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Lucila-Andimol
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Participante de valor | Parceiro Platinum

MQL to SQL report

resolver

Hey Dennis

you can always use Worflows/automation to set or update the contact's lifecycle stage.

You can build a WF that when the contact is in X or Y list then Set Lifecycle stage to MQL.

The same thing you can do to set a Contacts as a SQL when they have an associated deal.

Hope this helps

PS: Be aware of what Phil mention about turning off the standard HS Lifecycle setting.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Phil_Vallender
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MQL to SQL report

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Hi @LDeniz 

 

If you want to look at the conversion rate between MQL and SQL, then you really need to align on HubSpot's built-in lifecycle stage property and the MQL and SQL stages within. You can then create a custom funnel report to show you the conversation rate from one stage to the next. 

 

Create custom funnel reports

 

You will however need to change the default behaviour that makes the Lifecycle stage equal to opportunity when the contact is associated with a deal. This can be configured in your contact object > lifecycle stage settings: 

Automatically set and sync record lifecycle stages

 

Hope this helps?

Phil Vallender | HubSpot Website Agency
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LDeniz
Membro

MQL to SQL report

resolver

Hi Phil, 

 

Thanks for the response! I have made some changes and now the SQL lifecycle stage is set when a deal is created. Is there a way for the MQL lifecycle stage to be set when a contact is added to a list? 

Lucila-Andimol
Solução
Participante de valor | Parceiro Platinum
Participante de valor | Parceiro Platinum

MQL to SQL report

resolver

Hey Dennis

you can always use Worflows/automation to set or update the contact's lifecycle stage.

You can build a WF that when the contact is in X or Y list then Set Lifecycle stage to MQL.

The same thing you can do to set a Contacts as a SQL when they have an associated deal.

Hope this helps

PS: Be aware of what Phil mention about turning off the standard HS Lifecycle setting.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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