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Lifecycle stage change timestamp properties (became MQL, SQL, customer dates)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact10 stepsUpdated for HubSpot seat pricing
OutcomeEvery contact carries a fixed date for the first time it entered each lifecycle stage, so a funnel velocity report can show how long a contact spent as a lead, an MQL, or an SQL before becoming a customer.
Workflow mapreporting-alerts-015
Lifecycle stage changes leads to Stage = Marketing Qualified Lead?. Stage = Marketing Qualified Lead? leads to yes: date_became_mql blank?; no: Stage = Sales Qualified Lead?. date_became_mql blank? leads to yes: Set date_became_mql = today; no: No action, already stamped. Stage = Sales Qualified Lead? leads to yes: Same blank-check and stamp pattern; no: Stage = Customer?. Stage = Customer? leads to yes: Same blank-check and stamp pattern; no: No action. yes yes no no yes no yes no Lifecycle stage changes Stage = Marketing Qualified Lead? date_became_ mql blank? Stage = Sales Qualified Lead? Set date_became_ mql = today Same blank-check and stamp pattern Stage = Customer? No action, already stamped Same blank-check and stamp pattern No action
Lifecycle stage changes leads to Stage = Marketing Qualified Lead?. Stage = Marketing Qualified Lead? leads to yes: date_became_mql blank?; no: Stage = Sales Qualified Lead?. date_became_mql blank? leads to yes: Set date_became_mql = today; no: No action, already stamped. Stage = Sales Qualified Lead? leads to yes: Same blank-check and stamp pattern; no: Stage = Customer?. Stage = Customer? leads to yes: Same blank-check and stamp pattern; no: No action. yes yes no no yes no yes no Lifecycle stage changes Stage = Marketing Qualified Lead? date_became_mql blank? Set date_became_ mql = today No action, already stamped Stage = Sales Qualified Lead? Same blank-check and stamp pattern Stage = Customer? Same blank-check and stamp pattern No action

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it as the data foundation for a funnel velocity or conversion-time report (lead to MQL, MQL to SQL, SQL to customer).
  • Use it when marketing and sales both want a shared, timestamped record of lifecycle progression, not just the current stage value.
Read more on when to use itShow less

Skip it

  • Do not build this from scratch without first checking Settings >; Properties > Contact properties for HubSpot's native hs_lifecyclestage_<stage>_date properties, which are generated automatically for standard stages on most portals. (check in your portal: confirm these native properties exist, are populated, and use the internal stage names your portal actually uses, before duplicating them with custom properties)
  • Do not use it if the portal uses fewer than three lifecycle stages in practice (for example skipping straight from Lead to Customer). The reporting value of extra stage timestamps drops sharply on a short funnel.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 10 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 7 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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