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Industries

SaaS

Roles

Sales

Product

Pipelines

Audiences

Connectors

image Hubspot

Move contacts through lifecycle stages automatically

Include lifecycle stage as a user trait and Intempt will move contacts through lifecycle stages automatically.

1. Set up Intempt Web Tracker

Install web tracker on your website to track web events (page views, interactions, form fills).

2. Create a user segment

Create a Segment within Intempt, defining your segment with events that correspond to different lifecycle stages. For example: “Subscribed to blog” segment would match “Subscriber” lead stage in Hubspot or “Inquired for a Demo” would equal to “Lead”.

3. Integrate Hubspot CRM

Authenticate against Hubspot and start syncing data.

4. Real-time lifecycle stage update

Create a destination to update lifecycle stage value for Hubspot contacts who enter a defined segment.

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