Unlock Pipeline-Specific Deal Views in HubSpot: A Custom Card Guide

Optimize Your HubSpot Deal Pipelines with Custom Cards

HubSpot's deal pipelines are a powerful tool for managing your sales process, tracking progress, and ultimately, closing more deals. However, the default 'About This Deal' section might not always provide the specific information you need at a glance, especially when dealing with multiple pipelines for different sales motions. This article explores how to leverage custom cards to create pipeline-specific views, ensuring your team has the right data at their fingertips.

The Need for Pipeline-Specific Deal Information

Imagine this scenario: you're a growing business using HubSpot to manage your sales efforts. You have one pipeline for new customer acquisition, another for upselling existing customers, and perhaps a third for handling renewals. Each of these pipelines requires different key data points to be readily visible. For instance, in the new customer acquisition pipeline, you might want to see the lead source, initial contact date, and product of interest. In the upsell pipeline, you might prioritize the customer's current plan, last purchase date, and customer satisfaction score.

The standard 'About This Deal' card in HubSpot offers a basic overview, but it lacks the flexibility to adapt to these varying needs. A community member recently raised this exact challenge, seeking a way to customize the 'About This Deal' card for each pipeline they had set up. While HubSpot doesn't directly offer this feature, there's a robust workaround using custom cards.

The Solution: Custom Cards for Tailored Deal Views

The key to achieving pipeline-specific deal views lies in leveraging HubSpot's custom card functionality. This allows you to create multiple cards, each displaying specific properties and configured to appear only within the relevant pipeline.

Here's a step-by-step approach to implementing this solution:

1. Minimize the 'About This Deal' Card: Keep the default 'About This Deal' card lean and focused on universally relevant information. This might include the deal name, amount, close date, and associated company. Think of it as the essential information that's valuable across all pipelines.
2. Create Custom Cards: For each pipeline, create a custom card that displays the specific properties relevant to that pipeline. For example, for the new customer acquisition pipeline, create a card that shows the lead source, initial contact date, and product of interest.
3. Configure Conditional Display: This is where the magic happens. Configure each custom card to appear only when the corresponding pipeline is selected. This ensures that users only see the information that's relevant to the deal they're currently viewing, reducing clutter and improving efficiency.

Finding the 'Add Card' Option: A common point of confusion is locating the option to add a new card. To do this, hover your mouse below the 'About this deal' card within a deal record. A black horizontal line will appear, indicating the area where you can click to add a new custom card. This can be a bit unintuitive, so don't worry if you miss it at first!

Here's an example of how you might structure your custom cards:

• New Customer Acquisition Pipeline:
  • Card Name: Lead Details
  • Properties: Lead Source, Initial Contact Date, Product of Interest, Marketing Campaign
• Upsell Pipeline:
  • Card Name: Customer History
  • Properties: Current Plan, Last Purchase Date, Customer Satisfaction Score, Number of Support Tickets
• Renewal Pipeline:
  • Card Name: Renewal Information
  • Properties: Renewal Date, Current Contract Value, Potential Upsell Opportunities, Contact Person

Benefits of Using Custom Cards

Implementing custom cards for pipeline-specific deal views offers several key benefits:

• Improved Efficiency: Sales reps can quickly access the most relevant information for each deal, saving time and reducing the need to hunt for data.
• Enhanced Data Visibility: Key data points are prominently displayed, ensuring they don't get overlooked.
• Reduced Clutter: By showing only relevant information, you can declutter the deal view and make it easier to focus on what matters.
• Better Reporting: Consistent data capture across pipelines enables more accurate and insightful reporting.

ESHOPMAN and HubSpot: Powering Your E-commerce Growth

For businesses leveraging HubSpot for their CRM and sales efforts, integrating with a robust e-commerce platform is crucial. ESHOPMAN provides a seamless integration, allowing you to connect your online store directly to your HubSpot account. This integration enables you to track customer behavior, automate marketing campaigns, and personalize the customer experience. ESHOPMAN can be the ecommerce platform for small businesses and startups looking to scale. With ESHOPMAN, you can build a free shop builder that integrates directly into HubSpot.

Conclusion: Take Control of Your HubSpot Deal Views

While HubSpot's default 'About This Deal' section offers a basic overview, custom cards provide the flexibility to create pipeline-specific views that cater to your unique business needs. By implementing the steps outlined in this article, you can empower your sales team with the right data, improve efficiency, and drive better results. This is especially beneficial for businesses with multiple pipelines and diverse sales processes.