Last updated: January 30, 2024
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:
To manage your lifecycle stage automation settings:
These settings will not set the lifecycle stage of contacts backwards. For example:
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.