Introduction

Adding lead statuses in HubSpot helps you categorize and track the progress of leads throughout your sales process. With lead statuses, you can create more tailored follow-up strategies and better manage your pipeline. In this step-by-step guide, we will show you how to add and customize lead statuses in HubSpot and demonstrate how Superjoin can simplify bulk updates and streamline lead status management.

Why Adding Lead Statuses Is Important

• Organizes Leads by Stage: Helps you track where each lead is in the sales process, from initial contact to closed deal.

• Improves Lead Nurturing: Allows your sales and marketing teams to tailor follow-up actions based on the lead's current status.

• Enhances Reporting: Accurate lead statuses provide better insights into your pipeline, helping you forecast and manage your sales process more effectively.

• Customizable Workflow: Custom lead statuses ensure that your sales funnel reflects your specific sales strategies and processes.
  
  

How to Add Lead Status in HubSpot

Using HubSpot's Built-In Tool

Note: Adding and editing lead statuses is available on all HubSpot plans.

Steps:

1. Navigate to Settings: Click on the gear icon in the top right corner to go to Settings.

2. Go to Properties: In the left-hand menu, navigate to Properties under the Data Management section.

3. Search for Lead Status: In the properties search bar, type Lead Status. This property should already exist in HubSpot.

4. Edit Lead Status: Click on the Edit button next to the Lead Status property.

5. Customize Lead Status Options:

   • Edit Existing Labels: If you want to rename an existing label (e.g., change "New" to "Uncontacted"), click on the label to modify it.

   • Delete Unused Options: Remove lead statuses that no longer apply to your sales process.

   • Add New Lead Status: Click the + Add option button to create new lead statuses (e.g., "Marketing Qualified" or "Contacted").

6. Save Changes: Once you're done customizing, click Save to finalize your lead status options.

Using Superjoin for Bulk Lead Status Updates

Superjoin allows you to manage lead statuses more efficiently by syncing HubSpot data with Google Sheets. This is particularly useful for updating lead statuses in bulk or managing large datasets, ensuring that your CRM stays clean and organized.

Steps:

1. Install Superjoin: Open Google Sheets, go to Extensions > Add-ons > Get add-ons, and search for Superjoin to install it.

2. Launch Superjoin: Open Superjoin by navigating to Extensions > Superjoin > Launch.

3. Connect HubSpot: In the Superjoin panel, click Sources, select HubSpot, and authorize the connection.

4. Import Lead Data into Google Sheets: Select Contacts, including the Lead Status property, and click Import to sync your lead data.

5. Update Lead Statuses in Bulk: Use Google Sheets to bulk-edit lead statuses for multiple contacts. This is especially useful for large data sets where manual updates would be time-consuming.

6. Sync Back to HubSpot: Once your updates are complete, use Superjoin’s 2-way sync feature to push the updated lead status data back to HubSpot.

Advantages of Using Superjoin

• Bulk Updates: Superjoin allows you to update lead statuses for multiple contacts in one go, saving time and manual effort.

• Automatic Data Syncs: Superjoin ensures your lead status data stays up to date with weekly, daily, or hourly refreshes.

• 2-Way Sync Feature: Manage lead statuses in Google Sheets and automatically sync updates back to HubSpot for consistent data management.

Superjoin enhances lead status management by enabling bulk updates, offering seamless synchronization, and simplifying the process of managing large datasets.

Best Practices for Managing Lead Statuses

• Keep Lead Statuses Simple: Avoid overcomplicating your lead status options. Keep them clear and easy to understand to ensure consistency across your team.

• Regularly Review and Update Statuses: Make sure your lead statuses are up to date with the current sales process to avoid confusion.

• Use Automation: Utilize workflows in HubSpot to automatically update lead statuses based on specific triggers like form submissions or engagement.

• Bulk Manage with Superjoin: Use Superjoin to manage large datasets more efficiently, especially for bulk updates and complex sales funnels.

Summary

Adding and customizing lead statuses in HubSpot is essential for properly managing your sales pipeline and ensuring that your team can easily track the progress of leads. HubSpot’s built-in tools make it easy to add new lead statuses and modify existing ones, while Superjoin offers advanced features such as bulk updates, automatic syncs, and data management in Google Sheets. Superjoin is perfect for businesses looking to connect HubSpot or other tools to Google Sheets. Try Superjoin today!