How to Build a CRM in Bubble.io: Data Model, Pipeline & Automation
Custom CRMs built in Bubble outperform generic tools for teams with non-standard processes. Full data model, Kanban pipeline view, activity logging, and stage automation — built correctly in two weeks.
Why Teams Build Custom CRMs on Bubble Instead of Using Salesforce
Off-the-shelf CRMs — Salesforce, HubSpot, Pipedrive — solve the general case. A custom CRM built in Bubble solves your exact case: your pipeline stages, your fields, your automation rules, your integrations, at a fraction of the cost. For companies with non-standard sales processes, custom product-related fields, or deep integration needs, a Bubble CRM outperforms generic tools and costs 90% less per seat.
The CRM Data Model — Six Core Types
Kanban Pipeline View and Stage Automation
The pipeline Kanban view is a repeating group of stages (columns), each containing a nested repeating group of Deals filtered by that stage. Drag-and-drop between columns is achieved with the Draggable Elements plugin — on drop, update the Deal’s stage field to the target column’s stage value.
Outer RG data source: Deal_Stage option set values
Layout: Horizontal scroll
// Inner RG: deals in this stage
Inner RG data source:
Search for Deals [
workspace = current_workspace,
stage = Current Cell’s stage,
is_deleted = no
]
// On drag drop — update stage
Draggable drop event:
Make changes to Deal: stage = target column’s stage
Create Activity: type = Stage Change, deal = this Deal
Automate Follow-Up Tasks on Stage Change
When a Deal moves to Proposal stage, automatically create a Task due in 3 days: “Send proposal document.” When it moves to Negotiation, create “Schedule follow-up call.” Stage-triggered automation is the feature that makes a custom CRM feel smarter than generic tools.
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