Deals

Automate tasks on deal stages

Last updated: October 31, 2019

Applies to:

Sales Hub  Professional, Enterprise

Set up tasks to be created when a deal moves from stage to stage.

Please note: to automate tasks on deal stages, you need to either be a Super Admin in your HubSpot account or have admin access in your Sales Hub Professional or Enterprise account.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Sales > Deals
  • Hover over an existing sales pipeline and click Edit, or click + Add another pipeline to create a new sales pipeline. 
  • Click the Automation 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: 
    1. Title: give the task a title. If you wish to add a deal token to the title, click the Deal token dropdown menu. 
    2. Due date: click the Immediately radio button or click At a set date to specify a date and time for the task's deadline.
    3. 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. 
    4. Notes: enter a quick description of what the task entails.  
    5. Type: choose the task's type from the dropdown menu: Email, Call, or To-do
    6. Assign Task to: click the dropdown menu to select Deal's existing owner or a Specific user
    7. 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.