Last updated: January 19, 2023
Set up automation that creates tasks when a deal moves from stage to stage. For example, create an outreach reminder task assigned to a sales rep when a deal is likely to close.
If you have a Professional or Enterprise account, you can also create automation in the workflows tool to automate processes based on deals.
Please note: to automate tasks on deal stages, you need to either be a Super Admin in your HubSpot account or have Account access.
- In your HubSpot account, click the settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Objects > Deals.
- Click the Pipelines tab.
- In the Select a pipeline section, click the dropdown menu, then select the pipeline to automate.
- Click the Automate tab.
- To automatically create a task in a specific deal stage, in the deal stage's column, click + Create workflow.
- In the right panel, click Create task and customize the details of the task:
- Title: enter the task's name. If you wish to add a deal token to the title, click the Deal token dropdown menu and select a property to add.
- Due date: select the Immediately radio button to set it to be done now, or select At a set date to specify a date and time for the task's deadline.
- Email reminder: if you wish to send an email reminder to the task's assignee, click At a set date to specify a date and time for the email send.
- Notes: enter a quick description of what the task entails.
- Type: choose the task's type from the dropdown menu: Email, Call, or To-do.
- Associate with records: select the records that the created tasks will be associated with. Associations are related to the deal that enters the workflow.
- Priority: click and select if the priority for this task is high.
- Assign Task to: click the dropdown menu to select Deal's existing owner or a Specific user.
- Which owner?: click the dropdown menu to select to use the default Deal owner property, a custom HubSpot user property or a specific user.
- When you're done, click Save.
