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. In Demandbase One for Marketing, select one or more people (for example, from Analytics > People or Database > People > Person Lists > {Person List} > {Person Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab, and click Update Lifecycle Stage in HubSpot CRM.
4. Complete the following drop-downs: 
   • Assigned Contact Owner: HubSpot CRM account owner to associate with the people.
   • Converted Status: Lifecycle stage to assign.
5. Click Confirm.