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Create and customize lifecycle stages (BETA)

Last updated: June 8, 2022

In Beta

Applies to:

All products and plans
Lifecycle stages categorize your contacts and companies while providing context about where they are in your sales and marketing processes. Users with super admin permissions can create custom lifecycle stages to track the customer journey through categories that reflect your business.
 
If you previously created a custom property to keep track of your unique lifecycle stages, learn how to migrate from using the custom property to the lifecycle stage property.
 

Please note: if your account has access to the beta, it is not possible to set lifecycle stages in forms. 

Customize lifecycle stages

To create and edit lifecycle stages for contacts and companies:
  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select Contacts.  
  • Click the Lifecycle Stage tab.
  • To create a new lifecycle stage, click add Add stage. 

edit-lifecycle-stages-updated

  • To rearrange the stages, click the dragHandle handle and drag a stage to a new location.
  • To edit a lifecycle stage, hover over the stage and click Edit. In the right panel, edit the stage name, then click Edit lifecycle stage to confirm. You can also click code to view the stage's internal ID, or click the Used in tab to view where the stage is currently being used.
  • To delete a stage, hover over the stage and click Delete. If the stage you’re trying to delete contains records or is used in other HubSpot tools, you'll need to move the records to a new stage and/or remove the stage as a reference in the HubSpot tools.
  • To view where a specific lifecycle stage is being used, in the Used in column, click the number. In the right panel, click View all [object/asset] to navigate to the records or tools (e.g., lists, reports, saved view) where the stage is used.

lifecyle-stage-details

  • Once you’re done, click Save in the bottom left. Your custom stages will now appear as options when editing a contact’s or company's Lifecycle stage property. Learn how to update a record's lifecycle stage.
You can use the Lifecycle stage property and its custom stages to segment contacts and companies in HubSpot tools such as saved views, lists, workflows, ads, chatflows, and reports, including both standard and custom reports. You can also sync custom stage data via HubSpot data sync.
 

Please note: calculation properties that are dependent on the Lifecycle stage property will not populate values based on new custom stages (e.g., Became a [stage] date). Calculated properties based on default lifecycle stages are supported even if you've relabeled the default lifecycle stage name. In this case, the relevant Rollup properties will use the original default stage name.

Move from a custom property to the lifecycle stage property

If you've been using a custom property to track lifecycle stages, it is recommended to migrate back to using the default Lifecycle stage property. To move back to using the default property:

  1. Set up custom lifecycle stages for the default Lifecycle stage property.
  2. Set values for your records' Lifecycle stage property using the custom stages. You can set the property in bulk in any of the following ways: edit from the contact or company index page, export then re-import the records with a column for the Lifecycle stage property, or use the Set a property action in a workflow (Professional and Enterprise only).
  3. Clear values from the custom property you were previously using to track stages. You can clear the property values in bulk in any of the following ways: edit from the contact or company index page, export then re-import the records with a blank column for your custom property, or use the Clear a property action in a workflow (Professional and Enterprise only).
  4. Delete the custom property that you were previously using.

Once you've migrated to using the default Lifecycle stage property, you can customize automation for setting lifecycle stages and use the property in other HubSpot tools.

Automatic updates to a record lifecycle stages

Lifecycle stages are set automatically based on how the record was created or other actions. The following behaviors occur by default:

Please note: the scenarios below only apply to accounts in the custom lifecycle stage beta and may differ from previous default behavior. Learn more about default behavior for non-beta accounts.

  • Contacts who convert on a blog subscription form will be automatically set to Lead if no other lifecycle stage is specified. If your account doesn't have a Lead stage, the lifecycle stage value will be blank.
  • Contacts created in the contacts profile sidebar of the HubSpot Sales extension will not have a default lifecycle stage set.
  • Contacts created manually on the contacts index page or in an associated record will be set to the account's first lifecycle stage in display order.
  • You'll need to select a default lifecycle stage to set for contacts synced from other apps. You cannot delete a stage if it's the default stage for synced contacts.

Automatically set record lifecycle stages

You can also set custom rules to automatically sync or set a record's lifecycle stage. To set up lifecycle stage automation:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select Contacts.  
  • Click the Lifecycle Stage tab.
  • To automatically update a contact's lifecycle stage when their primary associated company's stage changes, select the Sync lifecycle stages checkbox. This will only move the contact's stage forward, not backward.

lifecycle-stage-automation-settings

  • To set a default stage for newly created contacts and companies, click to toggle the Set lifecycle stage when a contact or company is created switch on. In the Set lifecycle stage dropdown menu, select the stage. This setting only applies to the following cases:
  • To set a default stage for associated contacts and companies when a deal is created, click to toggle the Set lifecycle stage when a deal is created switch on. In the Set lifecycle stage dropdown menu, select the stage. With this setting turned on, a contact or company's lifecycle stage will automatically update when their first associated deal is created.
  • To set a default stage for associated contacts and companies when a deal is won, click to toggle the Set lifecycle stage when a deal is created switch on. In the Set lifecycle stage dropdown menu, select the stage. With this setting turned on, a contact or company's lifecycle stage will automatically update when an associated deal is closed won.
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