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Feb 6, 2019 1:11 PM - edited Feb 6, 2019 3:43 PM
With HubSpot, you can scale your lead qualification processes to better identify your most qualified leads. When a contact surpasses a certain score, you can trigger a workflow to set off a series of actions.
In HubSpot, you have access to a few properties that help you qualify your contacts and determine who is most engaged in your marketing and sales efforts:
Please note: with effect from September 7, 2018, the Predictive lead score property and Lead rating property have been succeeded by the Likelihood to close and Contact priority properties. After December 21, 2018, the Predictive Lead Score property and Lead rating property will no longer update, although historical data for the properties will remain in your account.
All non-customer contacts with a score of 10 - 30 will be updated to a lifecycle stage of Marketing Qualified Lead.
Repeat the steps above to create a second workflow to identify your sales qualified leads. This time, enroll contacts whose HubSpot score is greater than 30 and whose lifecycle stage is not equal to Customer.
Then add an action to set their contact property Lifecycle stage to Sales Qualified Lead.
You can continue to build out your automation to meet the needs of your business. Once you have a better idea of your most qualified leads, you’ll want to continue engaging them and add contextual content to get them closer to closing as customers. You may want to check the health of your workflow to make sure that contacts successfully enrolled.
If you have additional questions, reach out to the HubSpot Community.
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