topic Re: Upcoming: Customized lifecycle stages for contacts and companies in Developer Announcements

Upcoming: Customized lifecycle stages for contacts and companies

Dadams — Tue, 01 Feb 2022 18:57:59 GMT

Beginning on March 31, 2022, users will be able to customize the lifecycle stages for their contacts and companies.

What's changing?

The lifecycle stage (lifecyclestage) property currently uses a set of options that cannot be modified by the users, meaning that the same 8 options are used for the property across all HubSpot accounts.

After this change, the same 8 options will be the default for the property, but users will be able to add new custom stages, or remove any of the default stages.

If your integration uses preset values for the lifecyclestage property, you will need to update your integration to use the CRM Properties API to get the details of the property.

When is this happening?

This change will be live for all customers beginning on March 31, 2022.

Please see the beta documentation for more details on customizing the lifecycle stage.

Please let us know if you have any questions by replying below.

Re: Upcoming: Customized lifecycle stages for contacts and companies

Zooma — Tue, 30 Nov 2021 20:43:11 GMT

This is good news! Three questions:

1. Lead and Subscriber are default HubSpot lifecycle stages and can't be deleted, but will it be possible to add another lifecyle stage prior to Subscriber?

2. Will custom lifecycle stages also get their respective default associated properties such as "became a .... date" and so on?

3. Will you be able to use the custom lifecycle stages in funnel reporting? (says custom reports, but doesn't say specifically so just double-checking)

PS: Does this update open the possibility for multiple lifecycles stage logics in the future? (e.g. being a customer of one product but a lead in another?)

Best regards,
Zooma

Re: Upcoming: Customized lifecycle stages for contacts and companies

lindahl — Thu, 23 Dec 2021 03:06:23 GMT

Cool! We have several clients that would be pleased to hear this. 🙂

Re: Upcoming: Customized lifecycle stages for contacts and companies

Zooma — Thu, 20 Jan 2022 11:02:28 GMT

Hi there again!

No response to the November questions, but it's interesting to see that the developer changelog now says that we can "remove any of the default stages". So that would answer our first question if that is true 🙂

Any chance you can confirm and answer the other questions before Feb 1?

Re: Upcoming: Customized lifecycle stages for contacts and companies

D_Linguine — Tue, 01 Feb 2022 16:26:10 GMT

Is this still rolling out live to all HubSpot instances? I'm not seeing this functionality in my own account yet.

Re: Upcoming: Customized lifecycle stages for contacts and companies

Dadams — Wed, 02 Feb 2022 01:20:11 GMT

Hi all, we've run into a few issues during the testing for this, and the launch is now planned for March 31.

@Zooma for your questions:

1. The current plan is to let users edit, delete, and rearrange all custom and default stages, so you would be able to set a custom lifecycle as the first stage.

2. Custom stages will not get or update "became a..." properties like the current default stages.

3. Funnel reports will support custom stages.

Please keep in mind that this feature is still in development, so these items may change before the full launch.

Re: Upcoming: Customized lifecycle stages for contacts and companies

Zooma — Wed, 02 Feb 2022 09:40:23 GMT

Thank you for clarifying, and also for updating the launch schedule!

With regards to "became a..." properties, that is a HUGE bummer as historically a lot of the ways organisations keep track of progress is based on when a contact "becomes" a certain lifecycle stage. Not having this property means you can only look at a snapshot of current lifecycle stages and "has ever been..."-values for the custom stages which is less exact and can't be compared or compiled with other "time-sensitive"-data like traffic and conversions. So, now that the timeline has moved, can you reconsider adding this feature?

Re: Upcoming: Customized lifecycle stages for contacts and companies

kf93 — Thu, 17 Mar 2022 14:56:30 GMT

Hey @Dadams -

(1) Is this still on track for March 31?
(2) Relating to @Zooma 's question - Is this planned eventually, or never? And in the meantime, I assume a workflow that stamps a custom Date field should be able to fire off of custom Lifecycle Stage updates?

Re: Upcoming: Customized lifecycle stages for contacts and companies

kf93 — Wed, 23 Mar 2022 17:11:31 GMT

Bumping on this @Dadams ! We really need to know if this is still on time for our ongoing Hubspot Salesforce integration

Re: Upcoming: Customized lifecycle stages for contacts and companies

LisaSF — Thu, 31 Mar 2022 19:08:23 GMT

This is supposedly live today, but I am not able to see anywhere to make updates (am super admin, looking in contact object editor). Has the rollout been delayed?

Re: Upcoming: Customized lifecycle stages for contacts and companies

brik_dm — Fri, 01 Apr 2022 07:24:16 GMT

Hi, Could you give us an update on release schedule? Is this delayed for a couple of days or weeks?

Re: Upcoming: Customized lifecycle stages for contacts and companies

JWeston7 — Mon, 04 Apr 2022 17:39:37 GMT

Hi - I too would appreciate an update on what must be a revised timing on this. Looking forward to a reply soon.

Thank you

Re: Upcoming: Customized lifecycle stages for contacts and companies

AJoseph1 — Tue, 05 Apr 2022 13:13:15 GMT

Hi!

Because of the beta, I can no longer set the lifecycle stage in popup forms. Instead, I am referred to the beta to make the settings for the popup there. By clicking on the link I end up in the beta...but how can I set which stage should be assigned by submitting the popup?

Re: Upcoming: Customized lifecycle stages for contacts and companies

ybaptiste — Tue, 05 Apr 2022 15:37:15 GMT

Hey HubSpot community,

We've paused the rollout of lifecycle customization to work out a few things. The new target date is now April 28th, but we're working to get this update in the hands of all customers sooner.

The good news is that the team is planning to support stage date properties for custom stages (e.g. became a [insert custom stage] date) in the near term (3-6 months).

Thank you all for your comments, questions, and feedback. Keep 'em coming.

Re: Upcoming: Customized lifecycle stages for contacts and companies

IDoe — Tue, 05 Apr 2022 21:05:24 GMT

Looks like I cannot get customised stages using the API. Is it correct behaviour?

{ "name": "lifecyclestage", "label": "Lifecycle Stage", "options": [],

Re: Upcoming: Customized lifecycle stages for contacts and companies

AllenHelms — Thu, 07 Apr 2022 14:49:48 GMT

How will this beta/update affect the current HubSpot restriction of not being able to move a lifecycle backwards? In other words, if we set up and use custom lifecycle stages, will we be able to set them to go backwards using forms, integrations/sync with other systems like Salesforce, workflow actions etc?

Allen Helms

HubSpot + Salesforce CRM Consultant

www.OrganicEndeavors.com

Re: Upcoming: Customized lifecycle stages for contacts and companies

JWeston7 — Thu, 14 Apr 2022 12:11:55 GMT

@ybaptiste - I had posted a question on this on another thread early last week before you posted this and have been told this week by platinum user @Olivia_Bagnall that this is now availble to her. I don't think she meant via beta. I am not seeing it yet. Can you tell me how I can get access? Thank you.

My thread is located here: https://community.hubspot.com/t5/CRM/Customized-LifeCycle/m-p/613663

Re: Upcoming: Customized lifecycle stages for contacts and companies

SKnurr — Wed, 27 Apr 2022 18:41:34 GMT

Is the plan still to go live with this tomorrow?

Re: Upcoming: Customized lifecycle stages for contacts and companies

JWeston7 — Fri, 29 Apr 2022 15:33:02 GMT

Please give us an update on when this will be available. Especially for portals like ours which are not complicated by the issues causing you delays. Either that or open up for additional Beta users. Thank you.

Re: Upcoming: Customized lifecycle stages for contacts and companies

ybaptiste — Mon, 02 May 2022 11:58:15 GMT

Hey Community, here's a necessary update from the team on custom lifecycle stages.

We paused the rollout of this update to sort out a few issues. We hope to resume the rollout in the next few days. Thank you all for your incredible patience.