# fix-lifecycle-stages

Audits contacts and companies with missing or disallowed lifecycle stages in HubSpot, backfilling them via API and setting prevention workflows.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · ★ 78
- Author: tomgranot
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/TomGranot/hubspot-admin-skills/tree/HEAD/skills/fix-lifecycle-stages/SKILL.md
- Updated: 2026-10-13
- HTML: https://affpapa.org/en/nevibecode/skills/fix-lifecycle-stages

## What it does

The skill cleans up missing and disallowed lifecycle stages across HubSpot contacts and companies. It runs through three scripts: `before.py` audits record counts, `execute.py` patches stages using batch requests of 100 per call, and `after.py` verifies coverage. Missing contact stages are assigned using associated company context, mapping contacts under Customer companies to Customer rather than a generic fallback.

HubSpot silently rejects backward stage updates if you attempt them in a single call. To solve this, `execute.py` issues two separate API calls: one to clear `lifecyclestage` to empty, followed by a second request with the target value. Running these scripts requires Python 3.10+, `uv`, a `HUBSPOT_ACCESS_TOKEN` in `.env` with contact and company read/write scopes, and access to bulk edit permissions.

## Requirements
- Works with: HubSpot

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add TomGranot/hubspot-admin-skills --skill fix-lifecycle-stages -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/fix-lifecycle-stages/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/fix-lifecycle-stages/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add TomGranot/hubspot-admin-skills --skill fix-lifecycle-stages -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/fix-lifecycle-stages/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add TomGranot/hubspot-admin-skills --skill fix-lifecycle-stages -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/fix-lifecycle-stages/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install TomGranot/hubspot-admin-skills fix-lifecycle-stages
```

2. **Manually: put the files in place**
- File: `.github/skills/fix-lifecycle-stages/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add TomGranot/hubspot-admin-skills --skill fix-lifecycle-stages -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/TomGranot/hubspot-admin-skills --path skills/fix-lifecycle-stages
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/fix-lifecycle-stages/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add TomGranot/hubspot-admin-skills --skill fix-lifecycle-stages -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/TomGranot/hubspot-admin-skills/tree/HEAD/skills/fix-lifecycle-stages/SKILL.md

## When to use it
- Audit HubSpot contacts and companies missing lifecycle stages
- Reassign disallowed stage values such as Subscriber or Other to Lead
- Align contact lifecycle stages with their associated company record
- Verify stage coverage across the CRM database after bulk updates

## Example prompts
- Run `scripts/before.py` to audit missing lifecycle stages in HubSpot
- Execute lifecycle stage fixes for contacts based on associated company context
- Verify lifecycle stage coverage in HubSpot using `scripts/after.py`

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: b627e3002e3efe26.

BEGIN THIRD-PARTY FILE b627e3002e3efe26
```text
---
name: fix-lifecycle-stages
description: "Ensure 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."
license: MIT
metadata:
  author: tomgranot
  version: "1.1"
  category: data-enrichment
---

# Fix Lifecycle Stages

Ensure every contact and company has an appropriate lifecycle stage. This includes backfilling missing stages, correcting disallowed stage values, and creating prevention workflows that automatically assign stages to new records.

## Why This Matters

Records without a lifecycle stage are invisible in pipeline reports, excluded from stage-based workflows, and cannot be properly segmented. Even a small percentage of missing lifecycle stages corrupts funnel reporting and makes pipeline analytics unreliable. Lifecycle stage data is also a prerequisite for lead scoring models and lifecycle progression workflows.

## Prerequisites

- Phase 1 hygiene processes completed (invalid/deleted contacts removed first)
- A HubSpot service key (`HUBSPOT_ACCESS_TOKEN` in `.env`; an existing legacy private app token also works) with contact and company read/write scopes
- Python 3.10+ with [`uv`](https://github.com/astral-sh/uv)
- Access to Contacts and Companies with bulk edit permissions
- Access to Automation > Workflows
- Understanding of HubSpot's lifecycle stage progression rules (see Critical Concept below)

## Scripts

Script paths are relative to this skill's directory. Run them from your project directory so `.env`, `data/`, and `reports/` resolve there: prefix each path with wherever this skill is installed (`skills/fix-lifecycle-stages/` in a clone of the repo).

| Stage | Script | Run with |
|-------|--------|----------|
| Before | [`scripts/before.py`](./scripts/before.py) | `uv run scripts/before.py` |
| Execute | [`scripts/execute.py`](./scripts/execute.py) | `uv run scripts/execute.py` |
| After | [`scripts/after.py`](./scripts/after.py) | `uv run scripts/after.py` |

`before.py` audits missing and per-stage counts for contacts and companies. `execute.py` performs the clear-then-set fixes (review its configuration block for the disallowed-stage mapping before running). `after.py` verifies coverage.

## Critical Concept: Forward-Only Lifecycle Progression

**HubSpot has forward-only lifecycle progression by default.** The built-in order is:

Subscriber > Lead > MQL > SQL > Opportunity > Customer > Evangelist

To move a record from a later stage (e.g., "Other", "Evangelist") to an earlier one (e.g., "Lead"), you must:

1. **FIRST** clear the lifecycle stage (set to blank/empty)
2. **THEN** set the new value
```
END THIRD-PARTY FILE b627e3002e3efe26

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