Take Action: Update Lifecycle Stages for People in HubSpot CRM

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

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

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with HubSpot CRM.

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. In the Update Lifecycle Stages panel, complete the following drop-downs: 
   • Assigned Contact Owner: HubSpot CRM account owner to associate with the people.
   • Converted Status: Lifecycle stage to assign.
4. Click Confirm.