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.