Lifecycle VS Account Status

✉️ Spotter – Your Weekly HubSpot Helper

📢 Announcement: Association Limit Increase

HubSpot has recently increased the object association limit from 100k to 250k. This is going to be a gamechanger for anyone managing high volumes of orders, invoices, or really high lead volume.

✅ Tip

Quick fix for a common HubSpot headache.

Lifecycle Stage vs. Account Status 

Stop using "Lifecycle Stage" to track status (like "Churned," "Paused," or "Bad Debt"). Lifecycle Stages (Subscriber ->Lead -> Customer) should be a linear journey measuring how close someone is to buying right now.

Instead, create a custom property called "Account Status" to track the state of the relationship. This keeps your Lifecycle reporting clean (once a Customer, always a Customer in the lifecycle history) while allowing you to filter out "Churned" accounts from operational workflows without breaking your funnel reporting.

⚠️ Trap

Mistake to avoid before it causes chaos.

Create Date, Integrations & Imports
If you are using a sync integration or importing records, you’re gonna have some issues with HubSpot’s default “create date” property. 

No matter what you do, the create date is going to be set to the date that record appeared in HubSpot.

If you want to keep an account of their legacy create date, you can make a custom property, include it in imports and use that in reports, lists, and filtering.

🔄 Try

Something small to test or improve this week.

"Global Suppression" Active Segment
Try building a single Active List called "Global Automation Suppression." Add criteria for anyone who should never receive automated marketing or sales routing (e.g., Account Status = Churned, Competitors, Partners, Current Employees).

Add this list as an exclusion trigger (AND is not a member of...) to the very top of your lead routing and nurturing workflows. It takes five minutes to set up, but it acts as a permanent safety net, ensuring that even if a workflow trigger misfires (like the trap above), the contact is blocked from entering the flow before the damage is done.

👋 Need a Spot?

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