Set lifecycle stages with a form

Last updated: July 12, 2018

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Some of your forms may be considered top of the funnel (TOFU) forms, while others may be bottom of the funnel (BOFU). A visitor filling out a Contact Us form is more likely to be considered a lead than someone who fills out a Request a Quote form, who is more likely to be a sales qualified lead. You can set up each form to assign the appropriate lifecycle stage to contacts who submit the form.

By default, the lifecycle stage for a contact will be set to Lead when they submit a form. Two exceptions are the blog subscription or blog comment forms, which include a default hidden field that sets a contact's lifecycle stage to Subscriber if either form is the first form the contact submits.

Contacts only move down the marketing funnel, and never back up the funnel. For example, if a contact who is already a lead in your database submits your blog subscription form, they will not become a subscriber; they will remain a lead (because Lead is further down the funnel than Subscriber).

Some reasons why adding a hidden lifecycle stage field to a form would be useful are:

  • Push contacts down the funnel efficiently: forms are the quickest way to automatically push contacts further down the funnel. The hidden form field method takes less time than setting up a workflow (Marketing Hub Professional and Enterprise and Sales Hub Professional only) to do that work. 
  • Associate form conversions to a particular lifecycle stage: you can tie a particular form conversion to a lifecycle stage update. A true marketing qualified or sales qualified lead should have already worked their way through the top-of-the-funnel offerings, whether or not they converted previously. Contacts filling out a form intended for a middle- or bottom-of-the-funnel offering are closer to the buying stage than those filling out a simple form for a whitepaper offer on implementing a social media strategy.
  • Save time: if you haven't set up your lead scoring to use in conjunction with workflows to move contacts through the funnel, this could also be a viable option. Scoring leads takes time and thought. You won't throw this together overnight, and scoring takes a combination of both sales and marketing working together to define what actions deserve a score and of what quantity, in addition to what score equals which lifecycle stage. Consider if you should include a hidden lifecycle stage on your forms rather than lead scoring.

You may use one method or a combination of methods to automatically set the lifecycle stage for your contacts. Additionally, you can use your forms until you've concluded that it's time to set up more advanced automation using workflows and lead scoring. 

Create or select a form

From your HubSpot Marketing Hub Basic, Professional, or Enterprise account, navigate to Contacts > Forms. In your HubSpot CRM or Marketing Hub Starter account, navigate to Lead Capture > Forms. Click the name of an existing form or create a new form.

Add the lifecycle stage field

In the Add form field sidebar menu on the left, click and drag the Lifecycle Stage field into your form.

Edit field options

Hover over the Lifecycle Stage field and click Edit.

Make field hidden

In the left sidebar menu, Configuration for 'lifecyclestage' field, select the checkbox beside Make this field hidden. Then select the lifecycle stage you would like applied to the contact after submitting the form (for example, Marketing Qualified Lead).

Preview form

At the top, click the Test tab to get a glimpse of the way your form will look on a live page. Lifecycle Stage, the hidden field on this form, will not appear on the form.

Save and publish your form

In the upper right-hand corner, click Save. To apply your changes to your live form, click Publish.

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