Lead Status Conversion for Hubspot
Topics Covered:
- What it is about
- Prerequisites
- Setting default status
- Setting up custom webhooks
- Getting started with the lead conversion from the People page
- Lead disqualification from the People page
- Lead conversion from the Task page
- Lead disqualification from the Task page
What it is about
Lead Status Conversion is a process that gives information about the status of any lead after it is performed. The main benefit of performing the process of lead status conversion is that it helps track information and interactions between your company and your customers.
Prerequisites
- You are connected as a Super Admin/Admin in Cadence.
- HubSpot is connected.
- HubSpot fields are mapped.
Setting default status
You have to set the default status first to move ahead with the process. This is the step where you have to select the status for which the leads will be converted or disqualified. And also, you can add the list of reasons that users can select for disqualifying a lead later on.
- Step 1: Go to Settings page > CRM sync and Field Mapping > Scroll down to the Integration Status under the match field of Ringover Cadence and click on the edit icon on that particular field. Here you have to map the Cadence Contact field with the HubSpot field. The HubSpot fields that are available must be correctly mapped to the required field.
- Step 2: In this part, you have to fill in 3 fields:
Conversion status: This status displays a lead's present circumstances or functional position. You can select the options from the dropdown menu, the options are New, Open, In Progress, Open Deal, Unqualified, Connected, etc.
Disqualification status: This status reveals the grounds for a lead's disqualification. You have to select the status for which the lead will be disqualified. You can select the options from the dropdown menu, the options are Open Deal, Unqualified, Connected, Bad Timing, etc.
Disqualification reasons: The next field is about selecting the disqualification reason. You have to input the reason for disqualification in this field. For example, we have taken 1) Email is not valid 2) Phone is not running.
Setting up custom webhooks
You have complete control over your lead conversion and disqualification processes with Cadence. When a lead is converted or disqualified, you can set up specific procedures to be performed automatically using our webhook functionality. It's simple to begin. The steps are shown below:
- Webhook for Disqualification:
Step 1: Go to settings page > settings > Scroll down to Webhook > Click on Add Webhook.
Step 2: The event for which you want a webhook must now be selected. Click on Select Type>Disqualify.
Step 3: In the field, Enter the webhook URL you have to enter the URL you want to receive the request at. Then enter HTTP Method, and then click on Save.
From there, Cadence will send a POST request to your endpoint every time a lead is converted or disqualified, allowing you to take immediate action.
- The extracted data might look something like this:
{ "type": "contact",
"ContactId": "5351",
"status": "BAD_TIMING",
"reason": "email is not valid" }
(*The process of disqualifying a lead is described later in this document.)
- Webhook for Conversion:
Step 1: Go to the settings page > settings > Scroll down to Webhook > Click on Add Webhook.
Step 2: You have to select the event you want to receive a webhook for. Click on Select Type > Convert
Step 3: In the field of Enter webhook URL paste the URL where you want to receive requests. The HTTP is already provided; click on Save.
Every time a lead is disqualified or converted after that, Cadence will send a POST request to your endpoint, enabling you to take quick action.
- The extracted data might look something like this:
{ "type": "contact",
"ContactId": "5151",
"status": "CONNECTED" }
(*The process of conversion of the status of a lead is described later in this document.)
Getting started with the lead conversion from the People page
Step 1: Go to the People page > click on any People
Step 2: Inside that people click on the HubSpot icon, and it will redirect you to that specific user's HubSpot account.
Step 3: Now inside that particular account scroll down to the dropdown called Lead Status on the bottom of the left-hand side.
Step 4: Select the conversion status from the dropdown that you had selected in the integration setting in the field mapping section. For example, we had taken the conversion status as Connected. So here also we have to choose Connected and click on Save.
Step 5: In the next step you have to switch to your Cadence profile from HubSpot and go to his/her lead page. Now you will be able to see the lead conversion status in the activity area on the right-hand side.
Lead disqualification from the People page:
Step 1: Go to the People page > click on any People
Step 2: Inside that people click on the HubSpot icon, which will redirect you to that specific user's HubSpot account.
Step 3: Now inside that particular account scroll down to the dropdown called Lead Status on the bottom of the left-hand side.
Step 4: Select the disqualification status from the dropdown that you had selected in the integration setting in the field mapping section. For example, we had taken the disqualification status as Bad Timing. So here also we have to choose Bad Timing and click on Save.
Step 5: In the next step you have to switch to your Cadence profile from HubSpot and go inside that particular lead page. Now you will be able to see the lead disqualification status in the Activity area on the right-hand side.
Lead conversion From the Task page:
Step 1: Go to the Task page > click on any task.
Step 2: Inside that particular task click on the HubSpot icon on the right-hand side, which will redirect you to that specific user's HubSpot account.
Step 3: Repeat Step 4 and Step 5 of conversion of leads same as the People page.
Getting started with lead disqualification from the Task page:
Step 1: Go to the Task page> click on any task.
Step 2: Inside that particular task click on the HubSpot icon on the right-hand side, which will redirect you to that specific user's HubSpot account
Step 3: Repeat Step 4 and Step 5 of the disqualification of leads same as the People page.