From the Salesforce Settings screen, the Automatic lifecycle stage transitions section contains a Yes/No picklist that lets you choose to enable automatic lifecycle stage transitions. If set to No, no change will occur as Salesforce opportunities are created and closed.
If this setting is enabled, then when a synced contact is added to an open opportunity in Salesforce, the connector is triggered, and the lifecycle stage automatically updates to a value of Opportunity. Later, as the opportunity goes Closed Won in Salesforce, the connector is triggered, and that HubSpot contact's lifecycle stage changes from a value of Opportunity to Customer.
Please be aware of the following:
1) This is predicated on adding Salesforce contacts that are syncing with HubSpot onto Salesforce opportunities as contact roles. A custom relationship field between contacts and opportunities, or any equivalent, does not trigger these automatic lifecycle stage transitions. If you're not adding contact roles on your Salesforce opportunities, these lifecycle stage transitions do not apply, whether they've been enabled or not.
2) You can apply these retroactively. If you add a contact role now to an opportunity that was previously Closed Won in Salesforce, automatic lifecycle stage transitions still fire.
As a side note, you can take advantage of our Automatic Lifecycle Stage Transitions setting so anytime an Opportunity, which has an account contact tied as the Contact Role, is marked as 'Closed Won' not only is the attached contact's lifecycle Stage changed to Customer but the same also happens to all contacts associated to the same account.
For example, let's assume the VP of Company A is attached to an Opportunity, and you successfully close it (i.e. Sale is finished, and Opportunity is marked as Closed Won). But, there are 5 other Contacts at that Account. You may not want to continue contacting those contacts with prospect level content, but instead communicate with them as though they are Customers. Therefore, taking advantage of this setting may be adventageous to you.
In order for this to work you will also need:
- Enable the Sync company lifecycle stage to contacts setting in your HubSpot portal.
- Your Opportunities need to at least contain one Contact Role. In order for this to work efficiently moving forward, all Opportunities should have a Contact Role.