Before we begin, check the fundamental lifecycle stages' governance rules to keep in mind while doing automation.
Okay. It's time for heavy lifting. This is the process you should go through.
Before jumping into automating lead statuses, you need to define triggers that will move certain contacts and companies from one status to another.
Caution: in case of lead statuses, you need to create separate triggers, both on the contact and company levels.
Contact inclusions lists are built inside HubSpot to keep all contacts that fit the criteria.
In turn, the company inclusion lists make sure that the company inherits the correct lead status from the contact.
Remember, you need to build separate lists for contacts and for companies.
Let's look at the example of RAW and Assigned lead statuses inclusion lists.
To make the company inherit RAW lead status from the contact you create a separate list that looks like this.
Keep in mind, that you need to build inclusion lists for all lead statuses, both on contact and company level.
In this step, you build 2 types of workflows:
Again, let's look at the example of RAW and Assigned lead statuses for contacts and companies.
Whenever a new contact is added to the database it will get lead status RAW.
Same thing with a company associated with that contact
Whenever a contact meets a trigger it will change status from RAW to Assigned.
This is how all properly set-up lead statuses work together with lifecycle stages in HubSpot.
If you want to learn how to automate lifecycle stages, read this article.
Remember, similar to Lifecycle Stages, to make Lead Statuses work you have to: