Salesforce

Why did Salesforce change my Lifecycle Stage?

Last updated: October 6, 2015

  • When Automatic Lifecycle Stage Transitions is set to True, Salesforce will automatically change any contact that is associated to any opportunity to the Lifecycle Stage of Opportunity. When that opportunity closes as won, the connector will move them forward to become a Customer
  • The connector is unable to move lifecycle stages in reverse, so if a contact is already a Customer, they will not move back to Opportunity
  • The Lifecycle Stage in HubSpot will not change any attributes in Salesforce. For example, setting the Lifecycle Stage to Customer will not convert a Salesforce lead to a contact

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