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: HubSpot prevents actions from being taken on more than 100 people at a time. The limit only applies to the Take Action functionality. If you have the Orchestration solution, you can use Automations without this limitation.

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.