The HubSpot Lifecycle Stages integration in Aloware synchronizes contact lifecycle stages between HubSpot and Aloware.
When a lifecycle stage is updated, the change is reflected in the other system in near real time.
This bi-directional synchronization keeps the lifecycle stage current regardless of where the update is made.
The integration follows HubSpot's lifecycle stage rules. Contacts can advance to higher lifecycle stages, such as from Lead to Marketing Qualified Lead.
A lifecycle stage can also be manually reset to null, which removes the contact's current lifecycle stage.
Admins can customize lifecycle stages for their organization in HubSpot. Custom or newly created lifecycle stages are reflected in Aloware and available for use with contacts.
Understand lifecycle stage synchronization
When a lifecycle stage is updated in HubSpot, the change is reflected in Aloware in near real time. When a lifecycle stage is updated in Aloware, the change is reflected back in HubSpot in near real time.
You can also manually sync the contact to HubSpot by clicking Sync to HubSpot. This updates the contact's information in HubSpot.
This bi-directional synchronization keeps lifecycle stage information consistent regardless of where the update is made.
Review HubSpot lifecycle stage rules and customization
The integration follows HubSpot's lifecycle stage rules. Contacts can advance to higher lifecycle stages, such as from Lead to Marketing Qualified Lead.
A lifecycle stage can also be manually reset to null, which removes the contact's current lifecycle stage.
Admins can customize lifecycle stages for their organization in HubSpot. Custom or newly created lifecycle stages are reflected in Aloware and available in the lifecycle stage dropdown.
Configure the HubSpot lifecycle stages integration
Before configuring the integration, ensure that the HubSpot Integration settings are properly enabled in Aloware.
Admins should also understand HubSpot's lifecycle behavior, particularly its forward-only lifecycle stage progression rules.
Access the integration settings
Navigate to the Integration menu section in Aloware admin.
Enable bi-directional contact sync
Verify that contact data sync is set to bi-directional so that lifecycle stage updates can be reflected between HubSpot and Aloware.
Map lifecycle stages between HubSpot and Aloware
In HubSpot, review and define the lifecycle stages used by the organization, such as Subscriber, Lead, and Opportunity.
These lifecycle stages automatically appear in Aloware's lifecycle stage dropdown. Custom or newly created lifecycle stages in HubSpot are also reflected in Aloware.
Test and validate real-time synchronization
Update a contact's lifecycle stage in either HubSpot or Aloware and verify that the change is reflected in the other platform.
For example, if a contact is updated to Opportunity in HubSpot, refresh the Aloware dashboard and verify the updated stage.
Use lifecycle stages in Aloware Talk
Agents can view and update a contact's HubSpot lifecycle stage from the contact profile in Aloware.
Open the contact's profile in the side panel and navigate to the HubSpot Integration Card. Click the edit icon to view the current lifecycle stage and select a new stage from the dropdown.
For example, after qualifying a lead, a user can update the contact's lifecycle stage to Marketing Qualified Lead. The change is automatically synchronized to HubSpot.