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lifecycle-progression-workflow

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Lifecycle automation for HubSpot workflows.

Marketing & Sales#automation#crm#lifecycle#hubspot#workflows#marketing-sales#lead-to-customer
AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates the progression of contacts through the HubSpot lifecycle from Lead to Customer, reducing manual steps and ensuring consistent data governance across teams.

Core Features & Use Cases

  • Four-branch lifecycle progression: Lead → MQL → SQL → Opportunity → Customer, each step triggered by specific events (score, meeting, deal activity).
  • UI-guided and agent-assisted build: Provides step-by-step instructions for manual UI builds as well as Breeze AI and Claude Chrome extension-assisted creation.
  • Validation & testing: Includes before/after auditing, enrollment checks, and rollback guidance to prevent regressions.

Quick Start

Build four separate HubSpot workflows (Lead→MQL, MQL→SQL, SQL→Opportunity, Opportunity→Customer) with the specified triggers and actions, then test each in sequence and verify no conflicting enrollments.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: lifecycle-progression-workflow
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#lifecycle-progression-workflow

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