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How Can HubSpot Automatically Qualify Referrals?
Qualify referrals when a selected HubSpot Contact property or Deal stage changes, including a workflow option when your conversion signal lives on a Deal but you create Contacts.
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What does it mean to qualify a referral?How does automatic qualification work?How do I qualify when Referral Factory creates a Contact?How do I qualify when Referral Factory creates a Deal?What if Referral Factory creates Contacts but success is recorded on a Deal?How does duplicate handling affect qualification?How do I test automatic qualification?What should I check if qualification does not happen?
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