The Expert Guide to HubSpot Lifecycle Stages

Are you looking for more clarity about what HubSpot lifecycle stages are and how to use them? This simple tool powers a lot of how HubSpot works, and how you grow your business. Get more tips like this on our weekly newsletter: hubs.ly/Q016Xfn-0
In this video, we’ll take a closer look at what lifecycle stages are, how they’re used inside of HubSpot, and how to add your own stages.
In this video we’ll cover:
- The 8 default lifecycle stages in HubSpot
- How to add and edit HubSpot lifecycle stages
- Simple ways to automate HubSpot lifecycle stages
- Reports around lifecycle stages in HubSpot
- How lifecycle stages work with other tools in HubSpot
00:00 Introduction
00:47 How Lifecycle Stages are Used in HubSpot
01:12 Default Lifecycle Stages in HubSpot
03:06 Edit Lifecycle Stages in HubSpot
03:59 Sync Lifecycle Stages in HubSpot
04:44 Reasons to Be Cautious About Editing Lifecycle Stages in HubSpot
06:57 Default Functionality of HubSpot Lifecycle Stages
08:17 Reporting on Lifecycle Stages in HubSpot
09:38 Common Mistakes with HubSpot Lifecycle Stages
10:45 How Lifecycle Stages Work with Other HubSpot Tools
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[@HubSpotHacks]

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

[@suemeyer4787]

Can you share your "HubSpot Lead & Customers Tracking" pdf? This was all great, thank you!

[@pedrogarces]

thanks!

[@HubSpotHacks]

You bet!

[@TylerRoselli]

What do you recommend to clients who have different lifecycle stage needs for Customers & Contacts? for example, having MQL as a lifecycle stage makes a lot of sense at the Contact level but not at Company level. Do you recommend using Contacts as the source of truth for defining stages?

[@HubSpotHacks]

Hi Tyler, thanks for checking out HubSpot Hacks! The Lifecycle Stage property cannot be different between contacts and companies at this time. They are something that is in sync with each other. And whether or not you are using contacts or companies as a source of truth depends on the way you market/sell, but most of the time we recommend contacts. It's people that make the decision and someone at the company has to be responsible for buying. We hope this helps!