Contacts

How does the Lifecycle stage sync setting work?

Last updated: March 16, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

In the CRM, you can choose to sync the Lifecycle Stage of your companies to the associated contacts (Sales > SettingsCompanies). 

This setting will take the Lifecycle Stage on the company record as it moves down the funnel and apply the change to all associated contact records. This setting will not set the Lifecycle Stage of contacts backwards.

    • For quick reference, the Lifecycle Stages are in order as follows: 
Subscriber > Lead > MQL > SQL > Opportunity > Customer > Evangelist > Other 

For example, if there are two contacts associated with a company, one with a Lifecycle Stage of Marketing Qualified Lead and one with a Lifecycle Stage of Opportunity, and the company's Lifecycle Stage is set to Lead, the contacts' lifecycle stages will not be changed, as this would be setting the stage backwards. However, if the company's Lifecycle Stage is set to Customer the Lifecycle Stage of the two contacts will be changed to Customer as well.

Note for Salesforce Integrated users:
With the Lifecycle stage sync setting turned on, any changes made to a contact's Lifecycle Stage by the Automatic Lifecycle Stage Transitions setting (Account Menu > Integrations > Salesforce Settings) will be applied to all contacts under the company in HubSpot. Contacts in Salesforce must still be attached to opportunities via the Contact Roles section, as Accounts associated to Opportunities will not be read by HubSpot.