Salesforce

How do I map HubSpot's 'Lifecycle stage' property to Salesforce?

Last updated: November 15, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Follow the instructions below to map the HubSpot Lifecycle stage property to Salesforce. 

 

Within Salesforce:

  • Navigate to Setup > Customize. Select either Leads or Contacts and then click Fields.
  • Click New in the Custom Fields & Relationships section.
  • Choose the field type of Picklist and click Next.
  • Enter a field label (what you want the field to be named) on your layout - we suggest HubSpot Lifecycle Stage.
  • Enter the values for the Lifecycle stage property. These must match the HubSpot labels, so we recommend copying/pasting the values below:

Subscriber
Lead
Marketing Qualified Lead
Sales Qualified Lead
Opportunity
Customer
Evangelist
Other

  • Fill out any other information you want associated with this field, and click Next.
  • Choose the Salesforce profiles that can see this field. In most cases, you will want all profiles to be able to see this field. Click Next.
  • Make sure to include the field in the appropriate page layouts.
  • Click Save to finish creating the Salesforce field.

Within HubSpot:

  • In your HubSpot Marketing Professional or Enterprise account or in your Sales Professional account, click your photo or avatar in the top right-hand corner, then click Integrations.   

  • Under the Your integrations tab, locate Salesforce and then click Settings to the right of it. 
  • Scroll to the Sync Settings section. Within the CRM Objects table, click Manage mappings in the Contacts row. 

  • Select Add new field mapping.
  • Choose the existing HubSpot property Lifecycle stage and the Salesforce field that was just created.
  • You should allow HubSpot to pass updates Always so that updated lifecycle stages will be able to sync to Salesforce.
Please note:
  • HubSpot automatically assigns the lifecycle stage of Lead to any lead or contact that syncs from Salesforce; Opportunity to any contact associated with an opportunity; and Customer to any contact associated with a closed/won opportunity.
  • Salesforce cannot rollback the lifecycle stage (e.g., Customer to Lead) in HubSpot - to do this, you must manually make the change in HubSpot.

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