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ozzge
Participant

Defining Lifecycle Stage with Microsoft Teams integration

SOLVE

Hello Community,

 

If I create a contact via Microsoft Teams integration, the lifecycle stage of it starts with a "lead". Is it possible to define a lifecycle stage with this integration?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Defining Lifecycle Stage with Microsoft Teams integration

SOLVE

Hi @ozzge,

 

This type of automation is possible but requires a Professional subscription with workflows (Menu > Automation > Workflows). With a workflow, you can enroll contacts created from the Teams integration and then set your desired value for the Lifecycle stage property. If you have workflows and need more guidance on how to exactly create this, let me know. Happy to elabore in another reply.

 

Without workflows, this is unfortunately not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Defining Lifecycle Stage with Microsoft Teams integration

SOLVE

Hi @ozzge,

 

This type of automation is possible but requires a Professional subscription with workflows (Menu > Automation > Workflows). With a workflow, you can enroll contacts created from the Teams integration and then set your desired value for the Lifecycle stage property. If you have workflows and need more guidance on how to exactly create this, let me know. Happy to elabore in another reply.

 

Without workflows, this is unfortunately not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Defining Lifecycle Stage with Microsoft Teams integration

SOLVE

@karstenkoehler I'm constantly amazed at just how much we can do with workflows. I wish I knew more technical routes, but I just love getting in and trying them out. Anyway, always good to see you helping the community, friend. 


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Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/