How to map HubSpot lifecycle stages and lead status

SourceLoop tracks every person through a stage (Lead, MQL, SQL, Opportunity, Customer by default) and a status (New, Working, Qualified, Unqualified, Nurture), plus any you add. HubSpot has its own vocabulary: the lifecyclestage property with 8 default values (subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, other) plus hs_lead_status for finer-grained status inside the lead stages.

This article walks through mapping the two together, both directions, so SourceLoop dashboards show your real funnel and HubSpot contacts show SourceLoop’s stage as a property your reps can filter on.

Before you start

You’ll need:

• HubSpot connected to SourceLoop
• An Admin or Editor role in SourceLoop
• A clear list of what your HubSpot lifecycle stages are (the standard 8, plus any custom ones you’ve added if you’re on Pro+)

How the mapping works

SourceLoop keeps two things on every person, the same way HubSpot does:

• Stage: where they are in your funnel, such as Lead, MQL, SQL, Opportunity, or Customer. Shared by contacts and companies, like HubSpot’s lifecycle stage.
• Status: what your team is doing about them right now, such as New, Working, Qualified, Unqualified, or Nurture. Like HubSpot’s lead status.

When SourceLoop reads a contact from HubSpot, it translates lifecyclestage to a SourceLoop stage and hs_lead_status to a SourceLoop status, using the mapping you set. The mapping is per HubSpot connection.

Stages and statuses also drive lead quality: a contact who reaches Qualified, SQL, Opportunity, or Customer has their recent unreviewed leads marked Good, and Unqualified marks them Not a fit.

Step 1: Open Setup -> Stages

1. Sign in to SourceLoop.
2. Open Setup in the left sidebar, then Stages.

The page has three tabs: Stage, Status, and Deal pipelines. With HubSpot connected, the Stage and Status tabs each have a HubSpot mapping section.

Step 2: Map HubSpot lifecycle stages to SourceLoop stages

On the Stage tab, in HubSpot mapping, pick a SourceLoop stage for each HubSpot lifecycle stage. A sensible mapping:

HubSpot lifecycle stage	SourceLoop stage
subscriber	Lead
lead	Lead
marketingqualifiedlead	MQL
salesqualifiedlead	SQL
opportunity	Opportunity
customer	Customer
evangelist	Customer
other	Leave unmapped

Custom lifecycle stages you’ve added in HubSpot appear in the list too. Choose Do nothing for any value you don’t want to map. Each change saves straight away.

Step 3: Map HubSpot lead status to SourceLoop statuses

On the Status tab, in HubSpot mapping, pick a SourceLoop status for each hs_lead_status value. A typical mapping:

HubSpot lead status	SourceLoop status
NEW	New
OPEN	New
IN_PROGRESS	Working
CONNECTED	Working
OPEN_DEAL	Qualified
UNQUALIFIED	Unqualified
BAD_TIMING	Nurture

You can add your own stages and statuses on the same tabs if your funnel needs more.

Step 4: Check it’s working

1. Change a contact’s lifecycle stage or lead status in HubSpot. It reaches SourceLoop within a few minutes. To pick up every contact straight away, click Resync in the HubSpot drawer.
2. Open Contacts in SourceLoop and find the person. The Stage and Status columns should show the mapped values.

If a contact stays blank, see Troubleshoot HubSpot sync issues.

What about deals?

HubSpot deal stages belong to deal pipelines, so they aren’t mapped here. Deal pipelines come in with the inbound sync exactly as they are in HubSpot, and you’ll see them on the Deal pipelines tab. The one thing SourceLoop needs from you is which deal stages mean won and lost, set on the Deal stages tab of the HubSpot drawer.

What’s next

• Report on contacts by stage: set Measuring to Contacts by stage in the Traffic and Revenue report
• Send SQLs to your ad platforms: use the Reaches a stage moment in conversion sync
• Fix a contact that isn’t updating: Troubleshoot HubSpot sync issues