Automation: Update Lifecycle Stages for People in HubSpot CRM

  • Updated

The Update Lifecycle Stages in HubSpot CRM action allows you to automatically update a person’s lifecycle stage in HubSpot CRM. 

Prerequisites

  • You must have a license for Orchestration.
  • You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
  • Demandbase must be integrated with HubSpot CRM.

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. Create an Automation with Person Member Type.
    Tip: You can edit an existing automation by clicking an Automation name.
  3. In the left main action panel, select CRM & MAS > HubSpot CRM > Update Lifecycle Stage in HubSpot CRM.
  4. In the right sub-action panel, complete the following drop-downs: 
    • Assigned Contact Owner: HubSpot CRM account owner to associate with the people.
    • Converted Status: Lifecycle stage to assign.
  5. Connect the sub-action node to the Set Automation Flow main action node.
  6. In the Set Automation Flow main action node, define the population and schedule.
  7. Publish the Automation.