Setting Up Deal Pipeline automation

Note: You must be a Super Admin or have Account access permissions to create deal stage automation.

In your HubSpot account, click the settings icon in the top navigation bar.
In the left sidebar, go to Objects > Deals.
Click the Pipelines tab.
From the Select a pipeline dropdown, choose the pipeline you want to automate.

Click the Automate tab.
If the Create workflows from scratch section is collapsed, click to expand it.

In the Trigger actions when a deal moves to a new stage section, click the ➕ (plus) icon next to the deal stage where you want to add automation.

In the right panel, choose the automation type:

Send internal email notification
Set who should receive the email and customize the content. Click Save.
Create task
Enter the task name, assign it to a user, and define due dates or priority. Click Save.

You’ll also see advanced options like:

Configure your selected action, then click Save.

Edit an action: Click the action bubble. Make updates in the right panel, then click Save.
Leave a comment: Hover over an action and click the comment icon to share notes with your team.
Delete an action: Hover over the action, click the trash icon, then choose:
- Delete this action only
- Delete this action and all following actions
Access the full workflow editor: Click Open in Workflows below the stage's actions to add more advanced steps and configure workflow settings.

Automating actions when a deal moves from one stage to another helps your team stay efficient and consistent. Whether it's notifying the right person, assigning follow-ups, or triggering more complex workflows, HubSpot's automation tools can streamline your sales process.