The Scenario
You are a RevOps director. Next quarter, your company is migrating from HubSpot to a new CRM. The migration vendor needs a complete snapshot of every HubSpot deal pipeline: pipeline names, stage names, stage probabilities, and stage display order.
You have two weeks before the vendor starts. If the pipeline structure is not documented correctly, the migration team maps the wrong stages and your sales team spends a month correcting deals.
The bad version:
- You open HubSpot's pipeline settings and read each stage name, copying it into an Excel row
- You work through four pipelines with eight stages each, manually copying 32 rows of data
- You realize you missed two stages and have to go back through
- You deliver the workbook two days late and the vendor is behind schedule.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls every HubSpot pipeline and its full stage structure into your workbook in one operation.
Open the SheetXAI sidebar and type:
Retrieve all HubSpot deal pipelines. For each pipeline, list the pipeline name, all stage names, each stage's probability, and each stage's display order. Write all results into the Pipeline Audit tab with pipeline name in column A, stage name in column B, probability in column C, and display order in column D.
SheetXAI queries HubSpot's pipelines API, iterates through every pipeline and every stage, and writes the full structure into the Pipeline Audit tab.
What You Get
A workbook with one row per pipeline stage in the Pipeline Audit tab:
- Pipeline name — which pipeline this stage belongs to
- Stage name — the human-readable label
- Probability — the win probability percentage
- Display order — the position in the funnel
Every pipeline, every stage, in one pull. Four pipelines with eight stages each gives you 32 rows. Twelve pipelines gives you however many stages that is. You did not count any of them.
Need ticket pipelines too? "Now do the same for all HubSpot ticket pipelines and write results to the Ticket Pipelines tab." One sentence.
What If the Data Is Not Quite Ready
Pipeline audits for migrations often need more than a flat stage list.
When the migration vendor also needs stage IDs
The vendor's import tool uses HubSpot's internal stage IDs, not display names.
Retrieve all HubSpot deal pipelines. For each stage, include pipeline name, stage name, stage ID, probability, and display order. Write to the Pipeline Audit tab with pipeline name in column A, stage name in column B, stage ID in column C, probability in column D, and display order in column E.
When you also want to see how many open deals are in each stage
The migration audit needs to know the volume of records per stage.
Retrieve all HubSpot deal pipelines and their stages. For each stage, also count how many open deals are currently there. Write pipeline name, stage name, probability, display order, and open deal count to columns A through E in the Pipeline Audit tab.
When you need to audit ticket pipelines and deal pipelines separately
The migration scope includes both objects and the vendor wants them documented on separate tabs.
Retrieve all HubSpot deal pipelines and write them to a tab called "Deal Pipelines" with pipeline name, stage name, probability, and display order. Then retrieve all ticket pipelines and write them to a tab called "Ticket Pipelines" with the same structure.
When you need the full CRM audit in one pass
Pipeline structure, open deal counts per stage, and a summary of total stages per pipeline, all at once.
Retrieve all HubSpot deal pipelines. For each stage, list stage name, stage ID, probability, display order, and open deal count. Add a summary section showing each pipeline name, total stage count, and total open deal count. Write everything to the Pipeline Audit tab.
The pattern: the pipeline structure lives in HubSpot's API. SheetXAI pulls it into the exact shape your migration vendor needs.
Try It
Get the 7-day free trial of SheetXAI and open any blank Excel workbook, then ask it to pull your HubSpot pipeline structure. The HubSpot integration is included in every SheetXAI plan. For related workflows, see how to export HubSpot contacts and deals in Excel or the HubSpot in Excel overview.