Last updated: October 17, 2022
In HubSpot, you can automatically set lifecycle stages based on how a record was created or automatically sync the lifecycle stages of certain associated objects:
- A contact's or company's lifecycle stage can be automatically set for newly created contacts or companies.
- A contact's or company's lifecycle stage can be automatically set when a deal is created and associated with the contact or company.
- A company's lifecycle stage can automatically update the lifecycle stages of the associated contacts. With the company lifecycle stage sync setting enabled, any changes to the Lifecycle stage value on a primary company record will be applied to associated contact records.
- A deal's pipeline stage can automatically update the lifecycle stages of its associated companies and contacts. You can select which lifecycle stages are automatically set based on a specific action, including when a deal is created or won.
To manage lifecycle stage sync settings:
- In your HubSpot account, click the 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.
Please note: this is not a bi-directional sync. Updates to a company's Lifecycle stage value will update its associated contacts, but updates to a contact's lifecycle stage will not affect its primary company.
- 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. With this setting turned on, all new contacts and companies will be assigned that lifecycle stage regardless of how they were created.
- 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.
These settings will not set the lifecycle stage of contacts backwards. For example:
- Two contacts are associated with a company, one with a lifecycle stage of Subscriber and one with a lifecycle stage of Opportunity. If the company's lifecycle stage is set to Lead, only the Subscriber will be updated to a Lead lifecycle stage. If the company's lifecycle stage is set to Customer, both contacts will be updated to Customer.
- If a contact has a lifecycle stage of Customer, and a deal is created and associated with that contact, the lifecycle stage of the contact will not change to Opportunity. If the contact's lifecycle stage is set to Lead, and a deal is created and associated with it, the lifecycle stage of the contact will be updated to Opportunity.
Please note: if you're using the Salesforce integration and turn the Lifecycle stage sync setting on, any changes made to a contact's lifecycle stage by the Automatic lifecycle stage transitions setting will be applied to all contacts associated with the same company in HubSpot. Salesforce contacts must still be associated with opportunities via contact roles, as accounts associated with opportunities will not be recognized by HubSpot.
