Revert Lifecycle Stage to Lead when an Opportunity is Closed Lost
HubSpot doesn't have the ability to revert the Lifecycle Stage to Lead for Opportunities that have been Closed Lost.
If a contact is associated with a Company where there has previously been an Opportunity which was lost, that contact's Lifecycle Stage will automatically update to Opportunity, even though it is not currently an Opportunity.
I've tried to get around this using workflows to clear the Lifecycle Stage and set it back to Lead if an Opportunity is Closed Lost and no active Opportunity exists, but contacts Lifecycle Stage are still updated by HubSpot recognising a past Deal due to the Contact-Company sync.
Once an Opportunity is lost we no longer consider there to be an Opportunity for that contact, so it would be really helpful if HubSpot could automatically update the contact's Lifecycle Stage to Lead once an Opportunity is Closed Lost. Currently having the Lifecycle Stage set to Opportunity for non-live opportunities is affecting our reporting and workflows.
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Contacts & Companies