fix-lifecycle-stages

Community

Backfill and enforce HubSpot lifecycle stages.

AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Lifecycle stages for Contacts and Companies are often missing or set to disallowed values, causing reports to miss key segments and automation to misfire. This Skill backfills missing stages, corrects invalid values, and creates prevention workflows to stop future gaps in HubSpot data quality. It provides an end-to-end approach from audit to execution to verification.

Core Features & Use Cases

  • Backfills missing lifecycle stages for Contacts and Companies using safe, forward-only progression handling
  • Corrects disallowed or empty stages by performing a clear-then-set workflow to the appropriate target
  • Context-aware assignment based on associated company lifecycle stage to preserve data quality
  • Creates prevention workflows to enforce valid lifecycle stages going forward and reduce manual rework
  • Provides a deterministic, script-driven process with before/execute/after steps and auditable results

Quick Start

Run the Execute script in scripts/execute.py to move all disallowed lifecycle stages to Lead.

Dependency Matrix

Required Modules

requestspython-dotenv

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: fix-lifecycle-stages
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#fix-lifecycle-stages

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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