Specify lifecycle stages when syncing leads and contacts using HubSpot data sync

You can specify which leads and contacts should sync from HubSpot to your third-party app based on their lifecycle stage. This allows for more flexibility when syncing leads and contacts between HubSpot and your third-party app. 

Please note: this is only available for apps that have both contact and lead syncing available. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click the name of the app. 
3. Navigate to the CRM syncs tab. 
4. Hover over either the Contact sync or Lead sync and click Edit. 
5. Navigate to the Limit tab. 

• • If syncing leads, in the Contacts syncing from HubSpot to [your third-party app] section, click Edit and select which lifecycle stage contacts in HubSpot need to be in to sync to the third-party app as leads. 
  • If syncing contacts, in the Contacts syncing from HubSpot to [your third-party app] section, click Edit and select which lifecycle stage contacts in HubSpot need to be in to sync to the third-party app as contacts. 

Please note: if you're setting up both a contact and lead sync for the same app, any lifecycle stages selected for one sync will not be available for the other. 

Learn more about connecting and using data sync.