We have good knowledge of Microsoft Dynamics 365 CRM. Now we have to migrate everything including data, workflows , plugins etc to hubspot CRM. We used to have user specific forms for opportunity in dynamics crm , now we need to make the same in hubspot . We tried making new pipeline so that when that particular pipeline is selected user gets the desired form. But its still showing us the default one . We will appreciate any lead, or guidance for this issue .
I’ve run into this before moving from Dynamics to HubSpot, and the short answer is that HubSpot doesn’t really have user-specific forms in the same way Dynamics does. What you’re seeing is expected, HubSpot always defaults to the standard deal form unless you build conditional record sidebars.
The workaround is to use record customizations by team or pipeline:
Go to Settings - Objects - Deals - Record Customization. From there, you can create different record sidebars for different pipelines or even specific teams. That lets you surface only the properties you want when someone views or edits a deal in that pipeline. It’s not a one-to-one replacement for Dynamics’ multiple forms, but it’s the closest native option HubSpot has right now.
One thing I learned the hard way, make sure you publish the customization and assign it to the right team/pipeline. Otherwise, HubSpot just falls back to the global default, which is what you’re seeing now.
If you need true user-level forms (different reps seeing different layouts), that’s not possible out of the box. Some folks handle this by splitting pipelines by team and applying different layouts there. Others push more complex logic through custom apps or third-party UI extensions.
If your main goal is to simplify data entry for users, custom sidebars per pipeline usually do the job without getting messy.
What you’re running into is a common friction point when coming from Dynamics.
HubSpot doesn’t support multiple “forms” at the record level in the same sense. Instead, it gives you conditional record customizations. The right place to look is Settings > Objects > Deals > Record Customization.
From there you can create different record sidebars for each pipeline or even assign them by team. Once you publish and assign, users in that pipeline will see only the properties you’ve configured, not the global default (Customize records )
It’s worth double-checking that you’ve published your customization and linked it to the right pipeline or team. If not, HubSpot quietly falls back to the standard layout, which is why you’re still seeing the default. Also note: HubSpot doesn’t allow user-specific forms in the Dynamics sense.
The closest you can get is customizing per pipeline or per team. Some companies split pipelines by team to mimic user-based layouts, others use custom apps or UI extensions if they need something more advanced
So while you can’t create true user-level forms, record customizations by pipeline usually get you close enough for simplifying data entry without introducing messy workarounds. Hope this helps you adapt your Dynamics approach into the HubSpot model.
