Hi All The most interesting thing I done on Hubspot is creating/ Implementing a lead journey from subscriber to customers. Which Include Pop up form, Ebook Download, Pricing page, Deal, Quotes, Playbooks, and feedback surveys also. Another interesting thing I did is a deletion of a Custom object.
Because Hubspot doesn't have a method to allow us to require Sales step through every stage of the Sales Pipeline, and we want to eliminate human error, I created a Lifecycle Stage workflow that looks for skipped stages, and fixes them. And another that looks for stages that still slip through from some unusual issues, and emails me to manually correct. So if trying to go to Sales stage 5, I would ask "have we recorded that they completed 1? no, mark it complete. then... Have we recorded they completed step 2? No, mark it complete...etc. Up to the stage that is in play at the time. This helps to keep my lifecycle stages moving forward with Sales Pipeline stages, even when sales skips stages or doesn't complete all the entries.
You could create an active list - like Josh mentioned- that has all Contacts > Lifecycle Stage = SQL and Tiers = unknown to identify those SQLs who are missing a value for the Tier property.
For companies who are missing lifecycle stages completely, I like to use the Copy Property or Set Property action in the workflows tool so that when you're setting a contact property, you can simultaneously set the appropriate company property. An example we look at in class includes this step right after we enroll the correct contacts:
I'm a big fan of workflows that identify objects that have missing important data and assigning a task to the owner to complete. For contacts I usually start with an active list and list membership as the enrollment criteria. For deals, tickets, and companies, I usually use a workflow to enroll.
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer
I am intrigued by this because I spend so much time doing data clean up on behalf of my team. Could you give or show an example so I make sure I understand it correctly? In my situation I see a lot of SQL's Leads etc that are missing Tiers (this is an important one to us) , a Decision maker..or I see companies that are missing lifecyle stages completely. If this is what you are referring to Id love to see how it looks in a workflow so I can do the same!