Best Practices for Managing Multiple Pipelines in HubSpot CRM?

[raohenry]

Hi HubSpot Community,

We’ve recently expanded our sales and onboarding processes and now need to manage multiple pipelines in HubSpot CRM — one for new sales, another for renewals, and a third for client onboarding.

I’ve set up the pipelines, but I'm running into challenges around visibility, automation, and reporting across them.

What I’d love help with:

• How do you organize and segment teams across different pipelines?

• Any tips on automating tasks or emails unique to each pipeline?

• What’s the best way to build reports or dashboards that give a high-level view across multiple pipelines?

• Do you use custom properties or tags to track movement between pipelines?

We’re using Sales Hub Professional, and our team is growing—so I want to make sure we’re scaling our pipeline setup the smart way.

Would love to hear how others are handling this—whether you're in sales, ops, or CRM admin roles!

Thanks in advance,
Rao henry

[raohenry]

Really appreciate the help—thanks!

[TomM2 · Accepted solution]

Hey @raohenry Honestly it depends on your business needs. I've worked with long term sales cycle b2b and very short sales cycle subscription based b2c customers and pipeline rules and sales follow-up can vary wildy. Without knowing more about your business it's hard to give a definitive answer, and tbh it usually takes some consulting and exploration to figure out the best way for the processes to work for you. 

A few common things I see coming up though are: 

• ensuring renewal pipeline deals are automatically created after a closed won deal in the new biz pipeline, this is done through workflows.
• Ensuring you have different task assignments and lead times for each workflow. 
• If you have different teams working renewals vs new biz, ensure the accounts (contacts or company records) are appropriately reassigned along with the new deals to the new owners. 

For reporting there's some trickiness in here too, as if you update your assignments your reports will update too and HubSpot doesn't really provide "snapshot" reporting to show where a record was at a specific time, this is definitely something to be conscious of. For example if you re-assign companies immediately to a renewal rep from a new biz rep you will not see this company in assigned companies for new biz reps in reports. This is where deal reporting becomes very important too. You don't want to move the deal assignment either. 

If you want to chat more about this we'd be happy to help you developer a robust solution too! Feel free to book some calendar time here.