You want every new submission of your web form to automatically update the contact’s lifecycle stage to “Lead” without the visitor having to make this selection. How should you set this up in HubSpot?
- By adding a Lifecycle Stage dropdown menu to the form with “Lead” pre-selected as the default option
- By using conditional logic within the form settings to automatically set the lifecycle stage upon submission
- By using workflows to automate a marketing email that has a lead CTA embedded in it
- By using a hidden form field with the value for the Lifecycle Stage property set to Lead
Explanation
HubSpot lets a hidden form field pass a value into a contact property without requiring the visitor to see or complete that field. Lifecycle stage is a default contact property, and HubSpot states that it can be set through forms. This setup automatically writes the selected value to the contact record when the form is submitted. It is the correct approach when the visitor should not choose the value manually. It also keeps the form simpler while still standardizing the property update. HubSpot Knowledge Base+1
Why the other options are incorrect
A A visible dropdown depends on the form field being shown to the visitor, so it is not the correct setup when the value should be assigned automatically behind the scenes. HubSpot Knowledge Base
B HubSpot’s form documentation supports hidden property fields for this use case, not a separate form-setting method based on conditional logic to assign Lifecycle stage on submission. HubSpot Knowledge Base+1
C Workflows and marketing email can automate follow-up, but they are not the direct form configuration used to assign Lifecycle stage at submission time. HubSpot Knowledge Base+1
Source for verification
https://knowledge.hubspot.com/forms/pass-contact-property-values-with-hidden-form-fields
https://knowledge.hubspot.com/properties/hubspots-default-contact-properties