CRM

Hubwrec
Participant

Board View and Pipelines for Custom Objects?

SOLVE

Hi,

 

Is it be possible to have the board view and pipelines for a custom object?

 

We plan to have a custom object called "presentations". It would represent a Candidate that is in the process for a job.

 

The different pipeline stages would represent the stage in which a candidate is: PreScreening, Review, Interview, Offer and Hired.

 

The custom object would be linked to a contact (candidate) and a job (deal).

 

This way we would have an overview over all candidates in the jobs and in which stage they are.

 

Is this achievable with custom objects if we would upgrade to enterprise?

 

0 Upvotes
1 Accepted solution
james-portant
Solution
Contributor

Board View and Pipelines for Custom Objects?

SOLVE

Hi @Hubwrec,

Yes, it is possible to have board views and pipelines for custom objects in HubSpot with the Enterprise tier.

 

Steps to Define Pipelines and Stages:

  • Navigate to Settings > Objects > Custom Objects.
  • Select your custom object.
  • Create and manage pipelines under the Pipelines section.

Setting Up Board View:

  • Once pipelines are set up, navigate to the custom object in HubSpot.
  • Use the board view to see items in different stages.

By following these steps, you can effectively manage your candidate processes within HubSpot using custom objects, pipelines, and board views, all available in the Enterprise tier.

Here is a guide qwith even more details: https://knowledge.hubspot.com/object-settings/create-and-use-custom-object-pipelines

Cheers,
James - CEO @ Portant

Automate Hubspot to Google Docs with the Portant App:
 https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...


 

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0 Upvotes
3 Replies 3
james-portant
Solution
Contributor

Board View and Pipelines for Custom Objects?

SOLVE

Hi @Hubwrec,

Yes, it is possible to have board views and pipelines for custom objects in HubSpot with the Enterprise tier.

 

Steps to Define Pipelines and Stages:

  • Navigate to Settings > Objects > Custom Objects.
  • Select your custom object.
  • Create and manage pipelines under the Pipelines section.

Setting Up Board View:

  • Once pipelines are set up, navigate to the custom object in HubSpot.
  • Use the board view to see items in different stages.

By following these steps, you can effectively manage your candidate processes within HubSpot using custom objects, pipelines, and board views, all available in the Enterprise tier.

Here is a guide qwith even more details: https://knowledge.hubspot.com/object-settings/create-and-use-custom-object-pipelines

Cheers,
James - CEO @ Portant

Automate Hubspot to Google Docs with the Portant App:
 https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...


 

0 Upvotes
Hubwrec
Participant

Board View and Pipelines for Custom Objects?

SOLVE

Great, thank you, James

james-portant
Contributor

Board View and Pipelines for Custom Objects?

SOLVE

No problem 🙂

0 Upvotes