Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
In your campaign's HubSpot integration settings, scroll down to the Qualification Rules section. Select the deal stage that should trigger qualification.
Steps
- Go to Campaign Settings → Integrations and API → CRM tab, then open the HubSpot section.
- Click the Leads tab and scroll down to the Qualification Rules section.
- From the Select qualification method dropdown, choose Deal stage would change (only available if you chose Create new Deals in HubSpot as your lead action).
- Select the deal stage that represents a successful conversion (for example, Closed Won).
- Save your changes.
Important considerations
- If you're tracking conversions by deal stage, you may need to set up a HubSpot workflow to change a Contact property when the deal reaches "Closed Won" — unless you've configured Referral Factory to create Deals instead of just Contacts.
- Qualification sync can take up to 12 hours depending on the queue.
- Only configure one tool as your qualification trigger to avoid duplicate qualification events.