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GBhawnani
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How to capture qualifying questions on hubspot based on lead stage?

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I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot. 

 

Would really appreciate if someone could guide me on the best way to achieve the same or point me to a resource. 

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Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How to capture qualifying questions on hubspot based on lead stage?

resolver

Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link

 

Otherwise you need to setup required properties per deal stage via settings > objects > deals > pipelines > edit properties. 

Schermafbeelding 2022-08-04 om 06.41.43.png


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Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How to capture qualifying questions on hubspot based on lead stage?

resolver

Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link

 

Otherwise you need to setup required properties per deal stage via settings > objects > deals > pipelines > edit properties. 

Schermafbeelding 2022-08-04 om 06.41.43.png


Bureau Vet

Did my post solve your question? Help the community by marking it as a solution