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 top 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.

Once you've created custom object pipelines, learn how to manage custom object records in board view.

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 top 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 top 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.

Customize properties shown in each pipeline stage

You can also customize which properties are presented to users when manually creating a new custom object record in or moving an existing custom object record to a specific stage. Users must have Edit property settings permissions to customize stage properties.

• Navigate to the pipeline you want to edit.

• In the row of a stage, hover over the Conditional stage properties column and click Edit properties.

• In the dialog box, select the checkboxes next to any new properties you want to appear.

Please note: properties with read-only values (i.e. that aren't set by users, such as score or calculation properties) cannot be used as stage properties, and will not appear as options to select. Learn how to include these properties in the About this record section instead.

• To require a value for a property, select the checkbox in the Required column. When a property is required, users won’t be able to create a record in that stage or move a record to that stage unless they enter a value for the property.

• To reorder the properties, click and drag them to a new position.

• To remove a selected property, click the X next to that property in the Selected Properties column.

• Once you've selected your properties, click Next. The properties you've selected will automatically appear when manually creating a new record in that stage or moving a record to that stage.

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