How to Move Records Between Pipelines in HubSpot

Managing records efficiently in HubSpot is essential when your sales or service processes evolve. You may need to move deals, tickets, or custom object records from one pipeline to another to align with new stages, teams, or workflows. This guide walks you through exactly how to move records between pipelines while protecting data quality and automation.

Understanding Pipelines in HubSpot

Before moving anything, it helps to clarify what pipelines do in your account.

In HubSpot, a pipeline is a structured path of stages or statuses that a record moves through over time. Typically, you will see:

Deal pipelines for sales processes
Ticket pipelines for support or service operations
Custom object pipelines for tailored business processes

Each pipeline has its own set of stages or statuses. When you move a record to a different pipeline, you typically also select a new stage or status that reflects where that record belongs in the new process.

What You Can Move in HubSpot

Using your account tools, you can move several types of records between pipelines in HubSpot, depending on your subscription and configuration.

Deals between deal pipelines
Tickets between ticket pipelines
Custom object records between custom object pipelines (if available in your portal)

Contacts and companies do not use pipelines in the same way, so this guide focuses on objects that use a stage-based pipeline structure.

Permissions Required in HubSpot

To move records between pipelines in HubSpot, your user must have appropriate permissions for the object type you want to edit.

Deals: permission to edit deals
Tickets: permission to edit tickets
Custom objects: permission to edit the relevant custom object records

If you cannot see the pipeline selector on a record, check with your administrator to confirm your access settings.

How to Move a Single Deal to Another HubSpot Pipeline

You can move an individual deal record to a different pipeline directly from the record screen in HubSpot.

Step-by-step: Move one deal

In your HubSpot account, navigate to Sales > Deals.
Locate and click the deal you want to move to open the record.
At the top of the deal record, find the Pipeline and Deal stage fields.
Click the Pipeline dropdown and select the target pipeline.
In the Deal stage dropdown that appears, select the appropriate stage within the new pipeline.
Confirm your changes. The deal now lives in the new pipeline and will appear on that pipeline’s board view and reports.

This method is ideal when you only need to update a small number of records in HubSpot and want to verify each stage individually.

How to Move Multiple Deals Between HubSpot Pipelines

For bulk updates, you can move multiple deals at once using the index page in HubSpot.

Step-by-step: Move deals in bulk

In HubSpot, go to Sales > Deals.
Use filters to narrow down the list of deals you want to update, if needed.
Tick the checkboxes next to individual deals, or click the top checkbox to select all deals on the page.
At the top of the table, click Edit (or bulk edit).
In the bulk editing panel, choose the Pipeline property.
Select the destination pipeline from the dropdown.
If prompted, choose the correct Deal stage for the new pipeline.
Apply the changes to update all selected deals.

Bulk updates are a powerful way to clean up and reorganize your HubSpot data. Use filters carefully so you do not move records unintentionally.

How to Move Tickets Between HubSpot Ticket Pipelines

Tickets in HubSpot can also be reassigned to a different pipeline. This is common when you separate support lines or create a dedicated escalation process.

Move a single ticket

In your HubSpot portal, navigate to Service > Tickets.
Open the ticket you want to move.
At the top of the record, locate the Pipeline and Ticket status fields.
Change the Pipeline to the desired ticket pipeline.
Choose the appropriate Ticket status in the new pipeline.

Move multiple tickets at once

Go to Service > Tickets in HubSpot.
Select the tickets you want to move using the checkboxes.
Click Edit at the top of the table.
Choose the Pipeline property in the bulk editor.
Select the target ticket pipeline and status, then apply the changes.

This lets you realign many tickets quickly when you introduce new support workflows in HubSpot.

Moving Custom Object Records in HubSpot

If your HubSpot account uses custom objects with pipelines, you can use a similar process to move those records as well.

Steps for custom object records

Navigate to the custom object index page from the main navigation or object switcher.
Select the record you want to move to open its detail view.
Edit the Pipeline and stage (or status) fields as needed.
Save your changes to move the record into the correct pipeline.

For bulk operations, use the index view, select multiple records, and update the pipeline via bulk edit, similar to deals and tickets in HubSpot.

What Happens to Automation and Reporting in HubSpot

When you move records between pipelines in HubSpot, consider how automation and reports are configured.

Workflows: If workflows trigger based on pipeline or stage, moving records can start or end those workflows.
Sales and service reports: Dashboards filtered by pipeline will show records according to their new location.
Board views: The record will appear on the board for the new pipeline and disappear from the old one.

Review your automation carefully to make sure moving records does not have unintended consequences in your HubSpot account.

Best Practices for Managing HubSpot Pipelines

To keep your data clean and reliable when updating pipelines in HubSpot, follow these guidelines.

Plan new pipelines first: Define stages, naming, and owners before moving large numbers of records.
Use filters: Always filter by current pipeline, stage, or owner before bulk changes.
Test with a small batch: Move a few records first, confirm automation and reporting behave as expected, then scale up.
Communicate with your team: Let sales, service, and operations teams know when pipeline changes are taking place.

Where to Learn More About HubSpot Pipelines

If you want the official product documentation for this feature, review the original HubSpot Knowledge Base article on how to move a record from one pipeline to another here: Move a record from one pipeline to another.

For strategic consulting on how to structure pipelines, automate processes, and improve reporting beyond the basic configuration in HubSpot, you can also visit Consultevo for expert guidance.

By following the steps in this guide and planning your structure carefully, you can reorganize records between pipelines in HubSpot without losing visibility, control, or automation accuracy.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`

Move Records Between HubSpot Pipelines