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Pipeline status

Pipeline status shows the record’s stage and progression using HubSpot’s native stage tracker. It is most relevant for deals and tickets, but can be used on other pipeline-based objects.

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Availability

Pipeline status can be used in the middle column, preview panel, and Help desk sidebar. It cannot be used in the regular CRM sidebar.

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Add and configure

  1. Add Pipeline status from CRM data.
  2. Optionally choose up to four Properties to show alongside the stage progression.
If no extra properties are chosen, the HubSpot component uses the record’s normal pipeline context.

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Data, rules, and steps

Pipeline status is bound to the record the card sits on. You can control the whole building block with a step and a visibility rule, but you cannot bind its stages to an external data source.

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Limitations and tips

The actual pipeline flow and stage labels are managed in HubSpot, not in Card Studio. If the tracker is empty or wrong, check that the object has a pipeline and that the record has a valid stage. The schema can specify an alternative object type, but the current designer does not expose this choice. The building block therefore follows the card’s primary record context.