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 Flows in the left navigation bar; the column at the left lists all pipelines of your workspace under Goes out · Pipelines (with a + for a new one). The pipeline 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 — three steps as cards: the optional Data check, Release (manual or automatic) and the target step, with Test connection at the end of the target step. Click a card to open or close it; several can be open at once. A choice under Release is saved right away; the other two show Save and Cancel once you change something.

The number on Flows in the left bar is everything that waits for you under To do, including pipeline entries to release and entries that failed.

Create a pipeline#

  1. On the Pipelines page, click New pipeline (or pick one of the suggestions on the empty Pipelines 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).
  • External: Webhook (n8n, Make, Zapier or your own API), Slack, HubSpot, Attio, Salesforce, Pipedrive, Lemlist, Instantly, Google Sheets, Email draft (a draft in your own mailbox), and Other app for further tools.

See "Pipelines to Slack, CRMs, sequencers, Sheets and webhooks" for what each target does, "Sending entries by e-mail to your team" for the Email target, and "Enrich in a rule" for enriching (an action of a list's rule, not a target). "Enrichment by a rule" follows one record through it — 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. A delivery costs a fixed number of credits per record that arrived — the price is shown on the target's tile and differs by kind of target (CRM, sequencer, Slack, Sheets, Webhook); all prices are in the price list. ListPlus checks your balance before the send and before each record, and charges a record only once it arrived. A target that reaches a connected tool (Slack, HubSpot, Salesforce, Pipedrive, Attio, Google Sheets, Lemlist, Instantly, Email draft or Other app) needs Pro at least (HubSpot needs Premium). A Slack, Webhook or Email draft test really delivers and costs one record's price; a CRM, sequencer, Sheets, Other app or Another list test only checks (writes nothing) and costs nothing. Webhook, Team email and Another list need no plan; Team email and Another list cost nothing. Enriching is not a target but a rule's action, with its own per-record budget (see "Enrich in a rule — fill a record's own missing fields"). 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 Flows in the left navigation bar; your pipelines are listed in the column at the left under Goes out · Pipelines. Each pipeline has three tabs: Entries (waiting records), History (send results, kept 30 days) and Configuration (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, Lemlist, Instantly, Google Sheets, Email draft (a personal email to each contact, as a draft in your own mailbox) and Other app, plus two targets within ListPlus: Another list and Team email. Enriching is not a target but an action of a list's rule. You choose the target when you create the pipeline with Create 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?#

Each record that arrives at the target costs credits — the price is on the target's tile and in the price list; Team email and Another list cost nothing. Targets that reach a connected tool (Slack, HubSpot, Salesforce, Pipedrive, Attio, Google Sheets, Lemlist, Instantly, Email draft, Other app) need Pro at least and HubSpot needs Premium; Webhook, Team email and Another list work on every plan. 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?#

In Flows, click the + beside Goes out · Pipelines (or New pipeline on the Pipelines page), 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 in the pipeline's header, beside Pause) 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.