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Use contact and company lifecycle stages
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“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.
“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.
“Lifecycle stages are used to track how contacts or companies move forward in your process.” 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.
“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.
“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.
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