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