CRM Perks For Wordpress automatically moving pipeline deals from stage 10% to stage 1%SOLVE
Jun 22, 2020 10:32 AM
I have a feed in CRM Perks on our wordpress that imports submissions from Contact Form 7 to Hubspot. This is set up to automatically create a contact in Hubspot, automatically create a deal in Hubspot, and automatically schedule an initial consultation with the new client via MeetingBird.
After we’ve had our initial consultation, I manually move the deal down our pipeline to the 10% deal stage. For whatever reason, 24 hours later, CRM perks automatically moves it back to 1% deal stage citing "Deal moved from Initial Consultation to Form Submitted/Lead Generated by Ecommerce integration."
Hubspot support has identified that it is the CRM perks plugin that is doing this.
I can’t figure out why this is and thus far CRM Perks support hasn't been able to help...
It's worth noting that deals that are in the 30% stage are not affected by this, it seems it is isolated only to 10%.
Has anyone else had this issue?
Below is a screenshot of the activity feed where I move the deal to 10% and then 24 hours later CRM perks move it to 1%.
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