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 the migration. If the pipeline structure is not documented correctly, the migration team maps the wrong stages and your sales team spends a month correcting deals on the other side.
The bad version:
- You open HubSpot's pipeline settings, read each stage name, copy it into a sheet
- You go to the API docs to figure out how to get the probability values programmatically
- 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 sheet 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 sheet in one operation, without you reading a single settings screen.
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 this sheet 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 sheet. Your migration vendor gets a clean reference table instead of a screenshot.
What You Get
A clean sheet with one row per pipeline stage:
- Pipeline name — which pipeline this stage belongs to
- Stage name — the human-readable label
- Probability — the win probability percentage for this stage
- Display order — the position in the pipeline funnel
Every pipeline, every stage, in one pull. If you have four pipelines with eight stages each, you get 32 rows. If you have twelve pipelines, you get however many stages that is. You did not have to count.
Need ticket pipelines too? Add a second prompt: "Now do the same for all HubSpot ticket pipelines and write results starting in column F."
What If the Data Is Not Quite Ready
Pipeline audits for migrations often require more than a flat stage list.
When the migration vendor also needs stage IDs, not just names
The vendor's import tool uses HubSpot's internal stage IDs, not display names.
Retrieve all HubSpot deal pipelines and for each stage include the pipeline name, stage name, stage ID, probability, and display order. Write pipeline name to column A, stage name to column B, stage ID to column C, probability to column D, and display order to 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 that will need to be moved per stage.
Retrieve all HubSpot deal pipelines and their stages. For each stage, also count how many open deals are currently sitting in that stage. Write pipeline name, stage name, probability, display order, and open deal count to columns A through E.
When you need to audit ticket pipelines and deal pipelines separately
The migration scope includes both objects and the vendor wants them documented separately.
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 in one document.
Retrieve all HubSpot deal pipelines. For each pipeline, list all stages with stage name, stage ID, probability, and display order. Add a count of open deals per stage. Then write a summary section at the bottom of the sheet showing each pipeline name, total stage count, and total open deal count. Write everything to this sheet.
The pattern: the pipeline structure lives in HubSpot's API. SheetXAI pulls it out into the exact shape your migration vendor needs.
Try It
Get the 7-day free trial of SheetXAI and open any blank Google Sheet, 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 for reporting or the HubSpot in Google Sheets overview.