Hi Folks,
I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to “Opportunity” on lifecycle stage. In other words, we need to see the contacts to move lifecycle stages forward and without skipping any stages.
For example,
If a contact “A” is MQL today and reps decide to create a deal, then he should be asked to move the contact in stages such as MQL>SQL>Opportunities and then he/she should be able to create a deal
Is it possible to do so? I have tried to look for conditional properties but they are only deal based properties.
*Note from the moderator:
This content appears to be created with the help of AI tools and might be of low relevance or could contain incorrect information.
We recommend fact-checking the content.
Please use AI responsibly going forward (see Community Guidelines).
Hi PMenkar1,
​In HubSpot, there isn’t a built-in feature to directly prevent users from creating deals unless the associated contact’s lifecycle stage is set to “Opportunity.” However, you can implement a combination of settings adjustments and workflows to guide your team in following the desired lifecycle progression:
You can achieve this in HubSpot by setting up a contact-based workflow to enforce proper lifecycle stage progression. Here’s how:
-
Disable Automatic Lifecycle Updates: Go to Settings > Objects > Deals > Setup and disable the option that automatically updates lifecycle stages upon deal creation.
-
Create a Lifecycle Progression Workflow:
- Trigger: Set it to activate when the lifecycle stage is updated.
- Condition: Use If/Then branches to check if the lifecycle stage is progressing correctly (e.g., MQL → SQL → Opportunity).
- Action: If a stage is skipped, trigger an internal email notification to alert the responsible rep or manager for review.
-
Re-enrollment: Enable re-enrollment to ensure the workflow re-triggers for future lifecycle updates.
I’ve attached a screenshot of the workflow setup for your reference. This approach ensures that lifecycle stages are moved sequentially and that any incorrect progressions are flagged for immediate action. Let me know if you need detailed steps!
Hi @PMenkar1,
This is currently not possible, deal creation cannot be made conditional to contact properties.
However, it sounds like your main concern is that the contact is marked as opportunity the moment is a deal created – and this could be automated, triggered by the deal creation. Instead of forcing a user to update the lifecycle stage, it could simply be updated for them.
Out for the box, this is already happening: Settings > Objects > Contacts > Lifecycle stage:
Some HubSpot users deactivate these settings to set up their own lifecycle stage automation, mainly to make sure that contacts move through all stages sequentially, not skipping one. This could alternatively be achieved with a simple workflow:
- Enroll contacts based on associated with any deal (e.g. Create date of associated deal is known)
- Use Edit record workflow action to set first lifecycle stage
- Repeat previous step for all lifecycle stages, running up to Opportunity
Lifecycle stages will never be set back, only forward, so there’s not risk of accidentally making an already Opportunity a Lead again.
Best regards!
Thanks you just read my mind it seems​
I was also checking out the new deal approval in pipeline settings. This method would take away direct deal creation if we place the approval stage and the very initial stage of deal formation. This will definitely not be as ideal as automation, but I can assign someone or me to check for deal approval and make sure the contacts has moved through required Lifecycle stages before approving.
Just want to know your or anyone’s thoughts on this.
Again thanks for looking into it