Custom Deal Pipelines with Conditional Logic

Why is this hack helpful?

Let’s be honest—managing multiple deal types can feel like juggling half a dozen flaming torches. Sales is great, but making sure your pipeline adapts to each and every deal scenario? That’s the part no one really signed up for.

Lucky for you, we’ve got a HubSpot hack that’ll keep your sales team from the classic “Wait, do we need an extra step for Enterprise deals?” moments.

By adding a simple custom property and automating deal stage assignments, you can route each deal to the right pipeline path—because, let’s face it, no one has time for manual updates and guesswork.

Steps to Set It Up

1. Create a Custom Property

1. Head to Settings > Properties in HubSpot.
2. Create a custom property (e.g., “Deal Type”) to classify your deals as Enterprise, SMB (small-based business), or any other segment you want.

2. Build Workflows to Enforce Conditional Logic

1. Go to Automation > Workflows and create a new Deal-based workflow.
2. Set triggers based on the new Deal Type. For example:
   • If Deal Type = “Enterprise”, route the deal to a specific pipeline or add extra stages.
   • If Deal Type = “SMB”, skip certain stages or steps that only matter for bigger deals.
3. Add actions to automatically update your deal stages or notify the relevant sales reps when conditions are met.

Pro Tip: You can stack multiple workflows for different Deal Types. Just be sure each workflow’s enrollment criteria are airtight, so deals don’t slip through the cracks (or end up in two workflows at once).

Wrapping Up

That’s all there is to it. With a few strategic workflows and one custom property, you can simulate conditional deal stages and tailor each pipeline to the unique demands of your deals.

Whether you’re rolling out the red carpet for an Enterprise lead or streamlining the process for quick-turnaround SMB deals, you’ll keep your sales reps in the loop, your process smooth, and your customers happy.