HubSpot Deals to Pipeline Kanban
This HubSpot deals to pipeline kanban automation gives your sales team a fresh view of the pipeline each week. Every Monday at 9am, MockFlow reads the open deals in a HubSpot pipeline, with their stage, amount, owner and close date.
What it does.
From HubSpot, every Monday at 9am, read deals in a pipeline, make a pipeline kanban of open deals.
Kanban
- Runs
- Every Monday at 9am
- Reads
- HubSpot
- Makes
- Kanban: Pipeline
Why teams use it.
It makes a kanban with one column per deal stage and one card per deal, ready for the Monday pipeline review.
Turn it on.
Use this template opens the Automations page in MockFlow with every part already filled in.
Open the HubSpot Deals to Pipeline Kanban template
Select Use this template and it opens filled in, in MockFlow Automations.
Connect HubSpot
Sign in with your own HubSpot account and pick the pipeline to read.
Pick the space
Choose where each week's pipeline board is made.
Turn it on
Run now shows today's pipeline. Turn it on for a new board every Monday.
Who uses it.
A sales manager running a pipeline review
Every deal sits under its stage with amount, owner and close date, so the meeting starts with the facts.
A founder doing sales
The whole pipeline is visible on one board without opening the CRM.
A revenue team planning the week
Deals close to their date stand out on Monday morning.
Brainstorm with MockFlow MCP 
