How to Create a Deal Pipeline in HubSpot

Updated on:

April 19, 2026

By:

Use this interactive demo to learn how to create a deal pipeline in HubSpot.

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Creating a deal pipeline in HubSpot allows you to organize your sales process into structured stages for better tracking and forecasting.

Log in to your HubSpot account and navigate to your main dashboard.
Head to Settings to access your configuration options.
In the left sidebar, go to Objects, then select Deals from the dropdown menu.
Click Pipelines to view or create your deal stages.
Click Create pipeline, then select Create from scratch from the dropdown options.
Give your new pipeline a name, and click Create pipeline to save your new pipeline.
You're all set! Your new pipeline has been created successfully.

📌 Why this matters

Setting up custom deal pipelines transforms scattered sales activities into predictable revenue streams. You'll track prospects systematically, spot bottlenecks before they cost you deals, and forecast revenue with actual data instead of guesswork. Beyond basic organization, multiple pipelines let you handle different deal types—enterprise vs. SMB, product lines, or regional territories—each with their own sales velocity and close rates. This granular approach reveals which processes actually convert and where your team should focus their energy for maximum impact.

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