Change lifecycle stage automatically when deal stage change?

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Petter
Contributor | Diamond Partner

Hi community! 

Quick question about the sales pipeline: when a deal is moved to closed won stage, will HubSpot automatically update the lifecycle stage to customer on all associated records? 

 

Or do you need to set an automation rule for this to happen? 

 

Cheers! 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer

Hi @Petter,

 

There is an option to enable this type of update in the settings: https://knowledge.hubspot.com/crm-setup/manage-how-lifecycle-stages-sync-between-objects#deals-and-t...

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
Petter
Contributor | Diamond Partner

Awesome, thank you! 

karstenkoehler
Solution
Hall of Famer

Hi @Petter,

 

There is an option to enable this type of update in the settings: https://knowledge.hubspot.com/crm-setup/manage-how-lifecycle-stages-sync-between-objects#deals-and-t...

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.