HubSpot pipeline stages
This article describes working with HubSpot pipeline stages (statuses) in LightLead.
Loading stages
Deal stages are loaded from the stages of each pipeline. Stages contain: id, label, displayOrder, metadata. Stages are sorted by displayOrder. Inactive (archived) stages are excluded.
Stage structure
Each stage contains:
Identifier — a unique stage ID
Name — the display name of the stage
Order number — the stage's position in the pipeline
Pipeline binding — the parent pipeline's ID
Use in reports
Stages are used in LightLead reports to:
Analyze the pipeline: track the number of deals/orders/leads at each stage
Conversion: calculate conversion between stages
Forecasting: estimate potential revenue by stage
Grouping: group data by pipeline stage
Working with historical data
Important specifics of working with stages:
State snapshot: the current stage is captured at sync time, not the history of transitions
Change history: full history of stage transitions may not be available — it depends on the CRM API
Deleted stages: deals at deleted stages are preserved in reports, but the stage is marked as unknown
Updating stages
When stages change in the CRM (added, renamed, reordered):
New stages become available after discovery is run again
Renamed stages are updated automatically (matching by ID)
Deleted stages are marked as inactive
Related pages
Pipelines — general information about pipelines