Gmail Sales Extension

Pauline_Syos
Member

Choose the pipeline for a deal in Gmail extension

Hello,

First let me say that it's really nice to be able to directly create a deal from the Gmail extension 🙂

The issue I have is that I can't choose the Pipeline I'm creating the Deal in, I'm stuck in only one Pipeline. Is it possible to change that?

Thank you

0 Upvotes
2 Replies 2
bsheen
HubSpot Moderator
HubSpot Moderator

Choose the pipeline for a deal in Gmail extension

Hi @Pauline_Syos,

Thanks for reaching out to the Community!

 

Deals created from the HubSpot Sales Chrome Extension will be created in the default deal pipeline. At this time, we don't have the ability to choose another pipeline directly, but we can change which pipeline is the default, and deals would be created there going forward. 

 

To change which pipeline is set as the default, if we go to Settings > Objects > Deals > Select a Pipeline > Actions > Reorder pipelines, we can move the desired default pipeline to the top and it will be set as the default. 


Screen Shot 2021-05-18 at 6.09.56 AM.png

 

That being said, I definitely understand the validity of choosing the pipeline directly from the extension, and I would highly recommend you post this Idea in the HubSpot Ideas Forum to bring it to the attention of our product team. 

Best,

Brendan

 

Pauline_Syos
Member

Choose the pipeline for a deal in Gmail extension

Thank you for the reply.
That's really strange because the pipe that is at the top is not the pipe
that is by default on my gmail extension...

0 Upvotes