Create and use custom object pipelines

Once you've defined a custom object in your HubSpot account, you can create pipelines to track custom object records through your processes. You can organize pipelines with custom stages and view your processes in a table or board view.

Users must have Custom objects access and Edit property permissions to create and edit custom object pipelines.

Create custom object pipelines

To keep track of your custom object's different processes, you can create multiple pipelines. Each custom object in your account can have up to 50 pipelines.

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Objects > Custom Objects.

• If you have more than one custom object, in the top left, click the dropdown menu and select the name of the custom object you want to edit.

• Click the Pipelines tab.
• If this is the first pipeline for your custom object, click Create pipeline.

• If you're creating an additional pipeline for your custom object, click the Select a pipeline dropdown menu, then select Create pipeline.

• In the dialog box, enter a Pipeline name, then click Create.

Edit or delete custom object pipelines

Once you've created custom object pipelines, you can rename, reorder, or delete them.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Custom objects.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu and select a pipeline.
• On the right, click the Actions dropdown menu and select one of the following:
  
  • Rename this pipeline: change the pipeline’s name. In the dialog box, enter the new name, then click Rename.
    
  • Reorder pipelines: change the order of your pipelines. In the pop-up box, drag the pipelines to move them to a new position, then click Save.
  • Manage access: manage which users can view and edit the pipeline.
  • Delete this pipeline: delete the pipeline.

• Click Customize [custom object] cards to select the properties that are displayed on board cards for the pipeline.

Add, edit, or delete custom object stages in a pipeline

You can create custom stages for your pipelines to organize your records and track their progress. You can also edit or delete existing stages.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Custom objects.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu and select a pipeline to edit.
• To add a new stage, click + Add stage.
  • Enter a stage name.
  • In the Status column, click the dropdown menu and select whether a custom object record should be considered Open or Closed when in that stage.

• To reorder the stages, click and drag a stage to a new position.
• To delete a stage, hover over a stage and click Delete. If there are records in the stage you're deleting, you'll need to move these existing records to another stage. To do this in bulk, navigate to the custom object index page, and in list view, bulk edit the stage property.

• Once you're done, in the bottom left, click Save.

View and use custom object pipelines

Once you've created your custom object pipelines and their stages, you can view and edit custom object records in a table or board view on the custom objects index page.

• In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
• By default, your custom object records will be displayed in a table. Learn how to filter custom object records.

• To switch to the board view, click the grid board icon in the upper left. You can only access the board view for pipelines with defined stages.
• To view custom object records in a specific pipeline, at the top of the page, click the dropdown menu and select the pipeline you want to view. Select All pipelines to view all custom object records in the table view.
• To change views on the custom object records you see:
  • In the table view, click the tab that you want to view, or click Add view to create a new view.
  • In the board view, click the second dropdown menu at the top of the page and select the view you want, or click Create new view to add a view.

• To move a custom object record from one stage to another, click and drag the board card.

• Click a board card to view and work with the record quickly in the right panel, or click the record's name to work with the custom object record fully.
• To customize the board view, on the right, click Board actions. In the dropdown menu, select one of the following:
  • Sort: sort the records in each stage. In the dialog box, click the Priority dropdown menu and select the property to sort by, then click the Sort by dropdown menu to determine the order. Click Save.
  • Export view: export the records shown in your current view.
  • Edit stages: update the pipeline stages. This will bring you to the custom object settings.
  • Edit cards: change the style of the cards. In the right panel, choose your card style by selecting the Default or Compact radio button. Click Save. You can also edit which properties appear on the record board cards.