HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to automatically set and sync record lifecycle stages in HubSpot

Here is how to automatically set and sync record lifecycle stages in hubspot

First click on the "Settings" button in the top navigation bar
Then click on "Objects" dropdown menu in the left sidebar menu
Next select "Contacts" or "Companies", depending on which records you want to update
Click on the "Lifecycle Stage" tab in the contacts settings area
Under the Automation section, Click on "Sync lifecycle stages" checkbox to enable it
Click on the "Save" button at the bottom to apply the changes
Your lifecycle stages will now be automatically set and synced across associated records in HubSpot

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Why should you automatically set and sync record lifecycle stages in HubSpot

HubSpot is a powerful tool designed to transform marketing, sales, and customer service into seamless experiences.

Automatically setting and syncing record lifecycle stages in HubSpot ensures your team is always in sync, promoting efficiency and collaboration.

This feature eliminates manual updates, reducing chances of errors and ensuring data accuracy throughout the customer journey. This ensures that your teams can focus more on engaging prospects and less on administrative tasks.

Last update

February 6, 2026

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