Understanding the lead lifecycle
A lead moves through your Hubhus setup from the moment it enters the system until it's completed, converted, or closed. Understanding this flow lets you build clear processes, track performance, and ensure your automations fire at exactly the right moment.
TL;DR
Leads enter via booking forms, the API, or manual creation. They move through statuses (New → In progress → Completed/Won). Automations fire on status changes. Track history inside each lead.
How a lead flows through Hubhus — 5 stages
Entry — lead is created via booking form, API, Zapier, or manually. It starts at the first status (typically New) and an automation may fire immediately.
Assignment & routing — Hubhus automatically assigns the lead to the right person or team based on select-field values, booking form used, UTM source, or custom rules.
Progress through statuses — statuses are moved manually by users, or automatically by automations (e.g. booking created → status moves to Scheduled).
Tracking — the lead's History tab shows every action, automation run, sent message, and status change. Events, files, and checklists are all attached to the lead.
Conversion — lead reaches Won, Completed, or Closed. Final automations fire, reports update, and the lead may move to a follow-up campaign.
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Lead statuses explained
Statuses represent the current step in your workflow. Typical stages:
- New — freshly created
- In progress — someone is working on it
- Awaiting action — waiting for customer response or internal follow-up
- Completed / Won — finished successfully
- Closed / Lost — no further action needed
Statuses power automations, dashboard views, and reporting. They are the key driver for everything time-based in Hubhus.
Assignment and routing
When a lead arrives, Hubhus can automatically route it based on:
- Select-field values (e.g. region, service type)
- Which booking form was used
- UTM source parameters
- Manual assignment by a user
This ensures the right team receives the right leads, workload is distributed fairly, and external partners can only see their own leads.
Status transitions
Typical flow: New → Contacted → Scheduled → Completed → Won/Closed
Transitions can be:
- Manual — a user changes the status in the lead view
- Automated — an automation rule updates the status when conditions are met
- Activity-driven — e.g. a booking automatically moves a lead to "Scheduled"
Lead-to-customer conversion
When a lead finishes its lifecycle it can be Won, Completed, or Closed. These conversion statuses allow:
- Reporting on success rates and conversion metrics
- Triggering final thank-you emails or satisfaction surveys
- Moving leads into follow-up or after-service campaigns
Common searches
lead management • lead tracking • lead status • customer lifecycle • lead stages • lead history
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