Take Action: Update Lifecycle Stages for People in HubSpot CRM

Context

The Update Lifecycle Stage in HubSpot CRM action allows you to update people’s lifecycle stages in HubSpot directly from Demandbase.

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution. 

Prerequisites/Preparation

Demandbase HubSpot CRM Integration

Steps

1. Select people to update lifecycle stages for and click Take Action.
2. In the right Take Action menu, click Update Lifecycle Stage in HubSpot CRM.
3. From the Assigned Contact Owner drop-down list, select the HubSpot account owner to associate with the Contacts.
4. From the Converted Status drop-down list, select the status to assign to the converted Contacts.
5. Click Confirm.