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Use contact and company lifecycle stages
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Summary Use lifecycle stages to categorize your contacts and companies based on where they are in your marketing and sales processes. The Lifecycle stage property shows you where a specific contact or company is in your processes, and understand how leads are handed off between marketing and sales. Review the default lifecycle stages created by HubSpot, and learn how to create and customize your own lifecycle stages. You can update the stages automatically in your settings or using other tools such as workflows or chatflows. You can also manually update your lifecycle stages. Changes in lifecycle stages can be tracked using corresponding lifecycle stage calculated properties. Within the Sales Qualified Lead lifecycle stage, you can also review the additional lead status options. Understand lifecycle stages Lifecycle stages are used to track how contacts or companies move forward in your process. Default automatic updates to the lifecycle stage property will only move the stage forward (e.g., no value to Subscriber, Subscriber to Opportunity, etc.). Learn more about how to manually update lifecycle stage values. The Lifecycle stage property contains the following default stages as options in sequential order: Subscriber: a contact that has opted in to hear more from you by signing up for your blog or newsletter. Lead: a contact or company that has converted on your website or through some other interaction with your organization beyond a subscription sign up. Marketing Qualified Lead: a contact or company that your marketing team has qualified as ready for the sales team. Sales Qualified Lead: a contact or company that your sales team has qualified as a potential customer. This stage includes sub-stages that are stored in the Lead Status property. Opportunity: a contact or company that is associated with a deal (e.g., they're involved in a potential deal with your organization). Customer: a contact or company with at least one closed deal. “Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies.” Please note: The default Lifecycle stage property can only be moved forward by HubSpot tools (e.g., import, form submission, API, Salesforce integration, and workflows). You must clear the value manually or via a workflow before using these tools to set an earlier value in the Lifecycle stage order. If you manually set a lifecycle stage to an earlier value, the legacy Became a [lifecycle stage] date property corresponding to the greater value will be cleared, and the property corresponding to the new lesser stage will be automatically populated. If you clear the lifecycle stage value, the legacy Became a [lifecycle stage] date property value corresponding to the most recent stage will remain. The new calculated properties will not be cleared when you move a lifecycle stage backwards. Understand lifecycle stage calculated properties Subscription required A Professional or Enterprise subscription is required to use the latest time and cumulative time properties. To provide insight into how contacts and companies move through your processes, the following default properties automatically update based on current and historical lifecycle stage values. Each lifecycle stage, including both default and custom stages, has its own set of these properties. Date entered [stage]: the date and time when the contact or company entered the stage. Date exited [stage]: the date and time when the contact or company exited the stage. Latest time in [stage]: the total time in seconds spent by the contact or company in the stage since it last entered the stage. When a record is currently in a stage, it will have no value for this property, unless it had previously been in that stage. In that case, its value will refer to the previous time in the stage and will not update until the record leaves the stage. Cumulative time in [stage]: the cumulative time in seconds spent by the contact or company in the stage.
“Use lifecycle stages to categorize your contacts and companies based on where they are in your marketing and sales processes.” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“You can update the stages automatically in your settings or using other tools such as workflows or chatflows. You can also manually update your lifecycle stages.” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“Default automatic updates to the lifecycle stage property will only move the stage forward (e.g., no value to Subscriber, Subscriber to Opportunity, etc.).” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“Changes in lifecycle stages can be tracked using corresponding lifecycle stage calculated properties.” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“Default automatic updates to the lifecycle stage property will only move the stage forward (e.g., no value to Subscriber, Subscriber to Opportunity, etc.).” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“You can update the stages automatically in your settings or using other tools such as workflows or chatflows. You can also manually update your lifecycle stages.” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.
“Changes in lifecycle stages can be tracked using corresponding lifecycle stage calculated properties.” Evangelist: a customer that has advocated for your organization. Other: a contact or company that does not fit any of the above stages. You can also customize the default options or create your own stages. Learn how to create and customize lifecycle stages. Analyze contacts or companies in lifecycle stages Review groups of records based on their lifecycle stage values. For example, you can: Set up automatic updates to lifecycle stages In your HubSpot settings, you can choose to automatically set lifecycle stages in the following ways: Set a default lifecycle stage for newly created records. Update lifecycle stages based on a record's associations. Set a default lifecycle stage for records synced from each connected app. Learn more about managing your lifecycle stage automation settings, including what to expect when these settings are turned on or off. Update a record's lifecycle stage While the lifecycle stage can be set based on the record being created or the record's associations, you can also update the Lifecycle stage property manually or via another tool in your HubSpot account. To update the Lifecycle stage property, you can do the following: Manually update the Lifecycle stage property for an individual contact or company. Bulk update the lifecycle stage of your contacts or companies from an index page. Import a Lifecycle stage column to update the Lifecycle stage property for contacts or companies. Use the Set [contact/company] property value action in a chatflow. Use the Set a property value action in a workflow (Professional or Enterprise accounts only). Set the lifecycle stage within certain integrated apps that sync the Lifecycle stage property, such as the HubSpot-Salesforce integration. You can see the source of an update in the Lifecycle stage property history.