Fix Lifecycle Stages
Skill Warning ActiveEnsure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records stuck at disallowed stages, and creates prevention workflows to stop future gaps.
Ensure all contacts and companies have appropriate lifecycle stages for reliable CRM reporting and segmentation, by fixing existing gaps and preventing future ones.
Features
- Audits missing and disallowed lifecycle stages
- Fixes records stuck at disallowed stages
- Sets missing stages based on company context
- Provides Python scripts for automated execution
- Creates prevention workflows for ongoing data hygiene
Use Cases
- When CRM reports are inaccurate due to missing lifecycle stages
- To clean up records stuck in outdated or incorrect lifecycle stages
- To establish automated processes for maintaining data integrity in HubSpot
- To ensure proper segmentation and lead scoring by standardizing lifecycle stages
Non-Goals
- Managing other HubSpot CRM properties beyond lifecycle stages
- Performing complex data enrichment beyond what's needed for lifecycle stage assignment
- Directly creating or managing HubSpot deals or workflows (though it guides their creation)
Maintenance
- critical:Commit recencyThe last commit was on 2026-03-26, over 1.5 months ago. This indicates potential unmaintenance.
Trust
- info:Issues Attention0 issues opened and 1 closed in the last 90 days indicates low recent activity but no active backlog.
Scope
- info:Dry-run previewWhile there isn't a direct '--dry-run' flag for the entire script, the 'before.py' script acts as a comprehensive preview by auditing the exact state and number of records to be modified, serving a similar purpose.
Installation
First, add the marketplace
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skillsQuality Score
WarningTrust Signals
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