Create a New Pipeline
The following is a step-by-step guide to creating new pipelines in HubSpot.
(Starter, Professional, and Enterprise only)
Create a New Pipeline
- Click the Settings ⚙️ icon (top navigation).
- Navigate to Objects and select the object (Deals, Tickets, Orders, etc.).
- Click the Pipelines tab.
- Click Select a pipeline > Create pipeline.
- Enter a Pipeline Name and click Create.
Tip: Use separate pipelines only if your processes require unique stages. Otherwise, manage user access to a shared pipeline.
Manage and Edit Pipelines
- Go to Settings > Objects > Pipelines.
- Select the pipeline you want to edit.
- Click Actions (top right) and choose:
- Rename this pipeline
- Reorder pipelines
- Manage access (set permissions for teams and users)
- Delete this pipeline (must be empty before deleting)
Note: HubSpot automatically creates a deal pipeline for ecommerce integrations, which cannot be modified.
Customize Pipeline Stages
Each object has default stages, such as:
- Deals: Appointment Scheduled, Qualified to Buy, Closed Won, etc.
- Tickets: New, Waiting on Contact, Closed.
- Orders: In Progress, Contract Signed.
Add, Edit, or Delete Stages
- In Settings > Objects > Pipelines, select your pipeline.
- Click + Add stage to create a new stage.
- Rename or reorder existing stages by clicking on them.
- For Deals: Set a Deal Probability (e.g., 80% chance of closing).
- To delete a stage: Move all records to another stage first.