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Deals

Customize the create record form for each pipeline (BETA)

Last updated: January 31, 2023

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

You can customize which properties are shown or required for each pipeline when manually creating deals, tickets, or custom object records. When you set up pipeline logic, certain properties will appear or become required once the pipeline is selected, in addition to those included in the default record creator form.

Pipeline logic is useful if certain properties are relevant in one or some of your pipelines, but not all pipelines. If there are properties you want included across all pipelines, you should add them to the default record creator form instead. 

Please note: the customized create record form is not supported in the HubSpot mobile app.

Users must have Account permissions to add or edit pipeline logic.

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

  • In the left sidebar menu, navigate to Objects, then select the object with the pipeline you’d like to set creation properties for. Only deals, tickets, and custom objects have pipelines.

  • Click Customize the 'Create [deal/ticket/custom object]' form.

  • In the left panel, click the Add pipeline logic tab.
  • To add new pipeline logic:
    • Click +Add logic.
    • Click the Pipeline dropdown menu, then select the pipeline you want to add logic for.
    • Click the Properties dropdown menu, then select checkboxes next to properties you want included in the creation form for that pipeline.
    • To require a property, select the Required checkbox. If a property is required, users cannot create a record in that pipeline until they set a value for the property.
    • Click Add.

pipeline-logic-tab

  • To edit existing pipeline logic, in the left panel, click the edit pencil icon. Edit the properties that are shown or required, then click Update.
  • To delete existing pipeline logic, in the left panel, click the delete delete icon. In the dialog box, click Delete to confirm.
  • You can view a preview of the form in the right panel. Pipeline logic you've set will automatically appear below the Pipeline property in the form. Click [Hide/Show] conditional properties to edit whether the properties are displayed while editing.

show-conditional-properties-pipeline-logic

  • To review the form from a user's perspective, click Preview in the top right. You can select a Pipeline value to test the pipeline logic. If you've set stage or status properties in your pipeline settings, these will also appear in the preview.
  • Once you're done, click Save in the top right.
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