Change deal status to automatically change contact lead status and/or lifecycyle stage
SOLVE
1 Accepted solution
Change deal status to automatically change contact lead status and/or lifecycyle stage
SOLVEHey @MW7 with workflows yes you can. You can use the "set property value" action in workflows to set a property value, if you create a deal based workflow you can set the enrollment criteria to be "Deal status is *status*" then you can simply use the next action to say "set property value" choosing the contact property of "lead status" in here will allow you to update it to whatever you like. You will either need to create multiple workflows for each status or use if/then branches within your existing workflows to cover everything though.
| | Tom Mahon tom@hub-spark.com |
 | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
Change deal status to automatically change contact lead status and/or lifecycyle stage
SOLVEHey @MW7 with workflows yes you can. You can use the "set property value" action in workflows to set a property value, if you create a deal based workflow you can set the enrollment criteria to be "Deal status is *status*" then you can simply use the next action to say "set property value" choosing the contact property of "lead status" in here will allow you to update it to whatever you like. You will either need to create multiple workflows for each status or use if/then branches within your existing workflows to cover everything though.
| | Tom Mahon tom@hub-spark.com |
| | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
