Pipelines — send records on to your CRM, Slack, e-mail or API

Updated Markdown

A pipeline hands records from ListPlus on to another tool: your CRM, a sequencer, a Slack channel, a Google Sheet, your own webhook or API, another list, or an e-mail to your team. You pick the records, they wait in the pipeline, and you send them with one click. A record is a row of a list, a contact on the Watchlist, or a company on the Watchlist (see "Pipelines to Slack, a CRM or a webhook" for what the targets do with a company).

Where to find it#

Click Pipelines in the left navigation bar (below Inbox). The page lists all pipelines of your workspace on the left; the one you open shows three tabs:

  • Entries — records waiting to be sent, plus any that need attention.
  • History — every send attempt with its result, kept for 30 days.
  • Configuration — the setup at a glance: how records come in, the optional Data check, Release (manual or automatic), the target step, and Test connection at the bottom.

A number on the Pipelines icon shows how many entries are still open across all pipelines.

Create a pipeline#

  1. On the Pipelines page, click New pipeline (or pick one of the suggestions on the start page, such as "Contacts into your CRM" or "Notify your team in Slack").
  2. Choose what should happen to each contact, for example HubSpot — Create or update contact or Slack — Post a message to a channel.
  3. Fill in the target's settings (account, channel, campaign, URL …) and, under Data & advanced settings, which fields to send and the optional data check.
  4. Click Create pipeline, then run Test connection with a real record before you send anything for real.

What a pipeline can send to#

  • Within ListPlus: Another list, Email (a digest mail to members of your workspace), Enrich (fills the record's own missing fields instead of sending it anywhere).
  • External: Webhook (n8n, Make, Zapier or your own API), Slack, HubSpot, Attio, Salesforce, Pipedrive, Close, Lemlist, Instantly, Google Sheets, and Other app for further tools.

Some targets carry a Preview badge. See "Pipelines to Slack, CRMs, sequencers, Sheets and webhooks" for what each target does and what the badge means, "Sending entries by e-mail to your team" for the Email target, and "The Enrich pipeline target" for Enrich. "Enrichment in pipelines" follows one record through an Enrich pipeline — from the trigger to the result in History, and why a manual one needs a second Send.

Release: manual or automatic#

Every pipeline has a Release setting, on the Configuration tab. Manual (the default): entries wait under Entries until someone in your workspace clicks Send for the selected ones or Send all. Automatic: waiting entries are sent right away, optionally capped by a daily limit (records per day) — the rest waits for the next day. See "Automatic release — sending without a click" for pausing on repeated failures, the limit e-mail, and what happens to entries held by the data check. The Active / Paused switch at the top right still controls whether a pipeline can send at all, in either release mode: a paused pipeline keeps collecting entries but sends nothing until you activate it again.

Who can do what#

Pipelines belong to the workspace, so everyone in it sees the same pipelines, entries and history. Owners and admins create, change, pause, duplicate and delete pipelines; every member can add records, send entries, remove entries and run a test. Members see the hint "Owners and admins of this workspace set up and change pipelines. You can add and send entries."

Cost and limits#

Adding records to a pipeline costs no credits. Sending to a target that reaches a connected tool (Slack, HubSpot, Salesforce, Pipedrive, Attio, Close, Google Sheets, Lemlist, Instantly or Other app) needs Pro at least (HubSpot needs Premium) and costs credits per request to the tool — see the price list. Test connection on such a target makes requests too and costs credits per request: CRM, sequencer and Sheets targets only read, Slack posts a real test message. The Webhook, Email and Another list targets make no such requests and work on every plan, and the Enrich target spends enrichment credits within its per-record budget (see "The Enrich pipeline target"). The tool you send to may have its own costs (for example, Lemlist or Instantly credits for their own e-mail checks). Limits: 50 pipelines per workspace, 5,000 entries waiting in one pipeline, and 1,000 records per add.

Related topics: send-records-to-a-pipeline · pipeline-marks · email-pipeline · pipelines-crm-slack-and-webhook · automatic-release · pipeline-data-check · enrich-pipeline · enrichment-in-pipelines · list-triggers · roles-and-permissions · crm-credentials.

FAQ#

What is a pipeline in ListPlus?#

A pipeline hands records from your lists or the Watchlist on to another tool, such as HubSpot, Salesforce, Slack, Lemlist, Google Sheets, a webhook for n8n/Zapier/Make, another list, or an e-mail to your team. You add records (or a Watchlist contact with alerts enters the pipeline chosen in its alert dialog when news is found), they wait under Entries, and they are sent when you click Send.

Where do I find pipelines?#

Click Pipelines in the left navigation bar, below Inbox. Each pipeline has three tabs: Entries (waiting records), History (send results, kept 30 days) and Flow (the setup and Test connection).

Which tools can a pipeline send records to?#

Webhook (n8n, Make, Zapier or your own API), Slack, HubSpot, Attio, Salesforce, Pipedrive, Close, Lemlist, Instantly, Google Sheets and Other app, plus three targets within ListPlus: Another list, Email, and Enrich (fills the record's own missing fields). You choose the target when you create the pipeline with New pipeline.

Do pipelines send records automatically or on a schedule?#

Only if you set a pipeline's Release to Automatic on the Configuration tab: then waiting entries go out right away, optionally capped by a daily limit, with no delayed or date-based sending either way. Left on Manual (the default), records wait under Entries until someone clicks Send or Send all. A paused pipeline keeps collecting entries but sends nothing until it's activated again.

Do pipelines cost credits or need a paid plan?#

Targets that reach a connected tool (Slack, HubSpot, Salesforce, Pipedrive, Attio, Close, Google Sheets, Lemlist, Instantly, Other app) need Pro at least, HubSpot needs Premium, and each request to the tool costs credits (see the price list), and Test connection on such a target makes requests too (CRM, sequencer and Sheets targets only read, Slack posts a real test message). The Webhook, Email and Another list targets need no plan and no credits, and the Enrich target spends enrichment credits within its per-record budget. After a downgrade the connected accounts stay connected, but a send answers that the plan is needed.

Who can create or change a pipeline?#

Only the owner and admins of the workspace can create, edit, pause, duplicate or delete pipelines. Every member can add records to a pipeline, send or remove its entries and run a test.

Are pipelines shared with my team?#

Yes. Pipelines belong to the workspace, so every member sees the same pipelines, waiting entries and history, and anyone can send what a colleague added. If you have several workspaces, each one has its own pipelines; switch workspaces to see the others.

How do I create a pipeline?#

On the Pipelines page click New pipeline, choose what should happen to each contact (for example HubSpot, Slack or Webhook), fill in the target's settings and click Create pipeline. Then open Test connection on the Configuration tab and try it with a real record before sending entries.

What happens when I pause a pipeline?#

Records can still be added and wait under Entries, but nothing is sent; Send shows "The pipeline is paused – activate it to send." Use the Active / Paused switch at the top right of the pipeline to change it (owners and admins only).

How many pipelines and entries can I have?#

Up to 50 pipelines per workspace, up to 5,000 entries waiting in one pipeline, and up to 1,000 records per add. If a pipeline is full, send or remove some entries first; for larger selections, add them in several steps.

Can I copy or delete a pipeline?#

Yes, owners and admins can open More actions (the ⋯ button) on a pipeline and choose Duplicate or Delete. A copy is created without its secrets (keys, tokens, signing secret), so set them again before you activate the copy. Deleting removes the setup and its secrets and cannot be undone.