How to Create and Use Custom Object Pipelines in HubSpot
Posted: Sun Jan 19, 2025 3:57 am
Once you define a custom object in your HubSpot account, you can create pipelines to track custom object records through your processes, did you know?
In the tool you can organize pipelines with custom steps and visualize your processes in a table or board view.
Want to learn more about HubSpot ’s croatia phone number resource pipeline and how to use it? Keep reading!
Step-by-step guide to creating custom object pipelines
In your HubSpot account, click the “settings” icon in the main navigation bar;
in the left sidebar menu, access “ Objects” , then “Custom objects” ;
If you have more than one custom object in your account, in the upper left corner, click on the drop-down menu and select the name of the custom object you want to edit;
then click on the Pipelines tab ;
If this is the first pipeline for your custom object, click “Create pipeline ” ;
If you are creating an additional pipeline for your custom object, in the “Select a pipeline ” section , click the drop-down menu button and then select “Create pipeline” ;
In the dialog box that opens, enter a Pipeline name and then click Create.
How to edit or delete custom object pipelines
After you create HubSpot pipelines from custom objects, you have the option to rename, reorder, or delete them.
In your HubSpot account, click the “ settings ” icon in the main navigation bar;
in the left sidebar menu, go to “Objects” , then “Custom Objects” ;
click on the “ Pipelines” tab ;
in the “Select a pipeline ” section , click on the drop-down menu and select a pipeline ;
on the right, click the “Actions” button and select one of the following options:
In the tool you can organize pipelines with custom steps and visualize your processes in a table or board view.
Want to learn more about HubSpot ’s croatia phone number resource pipeline and how to use it? Keep reading!
Step-by-step guide to creating custom object pipelines
In your HubSpot account, click the “settings” icon in the main navigation bar;
in the left sidebar menu, access “ Objects” , then “Custom objects” ;
If you have more than one custom object in your account, in the upper left corner, click on the drop-down menu and select the name of the custom object you want to edit;
then click on the Pipelines tab ;
If this is the first pipeline for your custom object, click “Create pipeline ” ;
If you are creating an additional pipeline for your custom object, in the “Select a pipeline ” section , click the drop-down menu button and then select “Create pipeline” ;
In the dialog box that opens, enter a Pipeline name and then click Create.
How to edit or delete custom object pipelines
After you create HubSpot pipelines from custom objects, you have the option to rename, reorder, or delete them.
In your HubSpot account, click the “ settings ” icon in the main navigation bar;
in the left sidebar menu, go to “Objects” , then “Custom Objects” ;
click on the “ Pipelines” tab ;
in the “Select a pipeline ” section , click on the drop-down menu and select a pipeline ;
on the right, click the “Actions” button and select one of the following options: