How does lifecycle stage sync work? (Update the lifecycle stage of a contact when the lifecycle stage of their primary company changes. Note: this setting doesn’t apply when a company moves backwards in your process.)
I activated the sync action. However, I have companies with lifecycle stage=customer, but the contact’s lifecycle stage is opportunity.
I don’t know what I am missing?
Hi @ozgesilla ,
Make sure the associations are rightly labeled, as the sync works with the primary company: Automatically set and sync record lifecycle stages
Understand the primary company association: https://knowledge.hubspot.com/records/associate-records?hubs_content=knowledge.hubspot.com/object-settings/manage-how-lifecycle-stages-sync-between-objects&hubs_content-cta=primary-company#understand-the-primary-company-association:~:text=activity%20was%20deleted.-,Understand%20the%20primary%20company%20association,-There%20is%20a
If this helps, feel free to mark it as the solution
and give it an upvote
!