lifecycle-progression-workflow
Lifecycle Stage Progression Workflow
Automate the contact journey through the sales funnel with four progression workflows, each triggered by a specific business event.
Progression Paths
| From | To | Trigger |
|---|---|---|
| Lead | MQL | Lead score exceeds threshold |
| MQL | SQL | Meeting booked |
| SQL | Opportunity | Deal created and associated |
| Opportunity | Customer | Deal marked as closed-won |
Prerequisites
- HubSpot Marketing Professional or Enterprise plan
- Lead scoring model configured (run
/build-lead-scoringfirst) - Deal pipeline set up with a "Closed Won" stage
- Meeting tool or integration configured (for SQL transition)
More from tomgranot/hubspot-admin-skills
quarterly-database-cleanup
Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.
14hubspot-audit
Run a comprehensive HubSpot CRM database audit. Analyzes contacts, companies, deals, engagement, data quality, and deliverability. Use when starting a CRM cleanup, onboarding a new client, or performing quarterly health checks.
13enrich-company-name
Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
12create-icp-tiers
Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.
12delete-no-email-contacts
>
12cleanup-deals
Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.
11