Sync lifecycle stage contacts with company lifecycle stage

Smart CRM & Sales Hub CRM
1

I would like to sync de lifecycle stage from contacts to the associated company. For instance: if Contact Jack submits a demo request he becomes a SQL. I would like the associated company to become a SQL as well.

I know I can fix that with a workflow, but I have a Starter Plan and that plan doesn’t include these kind of workflows.

Who can help me out?

2

Hi @SSnoei,

Without workflows, this is unfortunately not possible. There are settings for the other way around (company lifecycle stage updates contact), but not from contact to company: Automatically set and sync record lifecycle stages

This would require a Professional or Enterprise subscription with access to workflows.

Best regards

3

Hey @SSnoei check if you have this option on your plan. Go to settings > objects > contacts > lifecycle stage and than set it to sync with the company :slightly_smiling_face:

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4

Unfortunately not …

5

Hi @SSnoei ,

Thank you for your question! Syncing lifecycle stages between contacts and their associated companies can be a bit tricky, especially on the Starter Plan, which doesn’t include access to workflow automation as it is not possible without workflows. Here’s an suggestion of how you can manage this process:

By default, in HubSpot:

  • Contact-to-Company Sync: The lifecycle stage of a contact does not automatically update the lifecycle stage of its associated company.
  • Company-to-Contact Sync: However, if a company’s lifecycle stage changes, it can automatically update the lifecycle stages of its associated contacts if the appropriate settings are enabled.

Manual Updates for Contact-to-Company Sync

Since your current plan does not support workflows, updating the company lifecycle stage based on a contact’s change will need to be done manually. For instance:

  • If Contact Jack submits a demo request and becomes a Sales Qualified Lead (SQL), you’ll need to manually update the lifecycle stage of the associated company to SQL.

While the Starter Plan has some limitations, manually managing these updates can help you maintain alignment in your CRM.

For your reference, you can explore the following resources:

If this helps, feel free to mark it as the solution :check_mark: and give it an upvote :+1: ! Let me know if you have further questions!

Note: This answer was framed with the assistance of AI

6

Hey @SSnoei

In HubSpot, you can automatically set lifecycle stages based on how a record was created or automatically sync the lifecycle stages of certain associated objects kindly go through this article here: Automatically set and sync record lifecycle stages

7

Hi @SSnoei,

If lifecycle synchronization is a priority for your business, I recommend that you consider upgrading to a Professional or Enterprise plan, as these plans have a workflow that allows you to do this process on your own.

Here are the steps to configure the workflow:

  • Create a workflow: Go to Automation > Workflows to create a transaction-based workflow.
  • Set trigger: Use “lifecycle phase” as a trigger (e.g., when a contact’s lifecycle phase changes in SQL).
  • Add Action: Add a Set property value action to update the company lifecycle phase to match the contact’s lifecycle phase.
  • Enable the workflow: Make sure the contacts are properly connected to the companies, then enable the workflow to make the meeting work.

This will ensure consistency of the lifecycle between networks and affiliated companies.
Best regards!