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Graph View

Visualize how your pipelines are configured and how they interact with each other through an interactive graph interface.

Overview

Section titled “Overview”

Graph View provides a visual representation of your pipeline ecosystem, showing how data flows between different automations, what sources feed into each pipeline, and how outputs connect to your HubSpot CRM.

Access: Navigate to Graph View from the main navigation or settings menu.

Interface

Section titled “Interface”

View Selection

Section titled “View Selection”
Visualization Modes

Contact View:

  • Shows pipelines that process contact data
  • Displays contact-specific data sources
  • Visualizes contact property mappings

Company View:

  • Shows pipelines that process company data
  • Displays company-specific data sources
  • Visualizes company property mappings

Graph Elements

Section titled “Graph Elements”

Pipeline Nodes

Section titled “Pipeline Nodes”

Each pipeline appears as a node in the graph:

Node Information:

  • Pipeline name
  • Pipeline kind (Workflow, Classifier, Agent, Sequence)
  • Status indicator (Active/Inactive)
  • Processing statistics

Data Sources

Section titled “Data Sources”

Input sources that feed data into pipelines:

Source Types:

  • HubSpot Lists
  • Deduplication pairs
  • Custom filters
  • External APIs
  • Enrichment services

Connections

Section titled “Connections”

Lines showing data flow between components:

Connection Types:

  • Solid lines — Active data flow
  • Dashed lines — Conditional flow
  • Arrows — Direction of data movement

How to Use

Section titled “How to Use”

Understanding Pipeline Flow

Section titled “Understanding Pipeline Flow”
  1. Select object type (Contact or Company)
  2. View the graph to see all pipelines for that object
  3. Follow the connections to understand data flow
  4. Click nodes for detailed configuration

Identifying Dependencies

Section titled “Identifying Dependencies”

The graph shows which pipelines depend on others:

  • Upstream dependencies (what feeds this pipeline)
  • Downstream dependencies (what this pipeline feeds)
  • Shared data sources
  • Output destinations

Troubleshooting

Section titled “Troubleshooting”

Use Graph View to diagnose issues:

Find bottlenecks:

  • Identify pipelines with many dependencies
  • Spot circular dependencies
  • Find unused pipelines

Verify configuration:

  • Ensure data sources are connected correctly
  • Check that outputs flow to intended destinations
  • Validate field mappings

Planning Changes

Section titled “Planning Changes”

Before modifying pipelines:

  1. Review current state in Graph View
  2. Identify impacted pipelines that depend on what you’re changing
  3. Plan migration path to minimize disruption
  4. Update systematically following dependency order

Common Patterns

Section titled “Common Patterns”

Linear Flow

Section titled “Linear Flow”

Simple processing chain:

HubSpot List → Validation → Enrichment → Update HubSpot

Branching Logic

Section titled “Branching Logic”

Multiple paths based on classification:

HubSpot List → Classifier → {
  Path A: High-value leads → Premium enrichment
  Path B: Standard leads → Basic enrichment
  Path C: Low-quality → Cleanup only
}

Aggregation

Section titled “Aggregation”

Multiple sources feeding one pipeline:

{
  New contacts from forms
  Imported CSV data
  API integrations
} → Deduplication → Master record creation

Cascading Updates

Section titled “Cascading Updates”

Sequential processing stages:

Raw contact → Cleaner → Validator → Enricher → Scorer → Sequence enrollment

Use Cases

Section titled “Use Cases”

Onboarding Review

Section titled “Onboarding Review”

New team members can quickly understand:

  • What automations are running
  • How data flows through the system
  • Which pipelines are critical
  • Where bottlenecks might exist

Audit & Compliance

Section titled “Audit & Compliance”

Document your data processing:

  • Export graph visualization for compliance records
  • Show data lineage for audits
  • Verify data handling policies
  • Track data transformations

Optimization

Section titled “Optimization”

Identify improvement opportunities:

  • Remove redundant pipelines
  • Consolidate similar workflows
  • Optimize processing order
  • Reduce unnecessary enrichment

Impact Analysis

Section titled “Impact Analysis”

Before making changes, understand:

  • Which pipelines will be affected
  • What data flows might break
  • How to test changes safely
  • What rollback plan is needed

Tips

Section titled “Tips”

Limitations

Section titled “Limitations”

Current limitations:

  • Graph shows configuration, not real-time data flow
  • Very complex setups may require zooming/panning
  • Historical flow is not shown (only current state)

Next Steps

Section titled “Next Steps”