Outcome. When a deal reaches a defined stage, the associated contact and company's lifecycle stage update to match, so a company record doesn't sit labeled as a Lead for months after its deal has actually closed.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-048
flowchart TD
A[Deal stage changes] --> B{Mapped to Opportunity?}
B -->|Yes| C[Set contact + company lifecycle = Opportunity]
B -->|No| D{Closed Won?}
D -->|Yes| E[Set contact + company lifecycle = Customer]
D -->|No| F{Closed Lost?}
F -->|Yes| G[No lifecycle change by default]
F -->|No| H[No action]
When to use it, when not to
- UseUse when lifecycle stage on the contact and company records is expected to reflect real deal progress, and currently only updates through separate, inconsistent manual habits or marketing-only triggers.
- UseUse on portals where each company typically has one primary deal driving its lifecycle stage. Multi-deal companies need the Known pitfalls guidance below.
- SkipDo not use if your company lifecycle stage is intentionally decoupled from deal stage. Some portals track company lifecycle independently for account-based marketing reasons; confirm this is the intended model before building.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the marketing ops pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
