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Deals

Automate tasks on deal stages

Last updated: May 7, 2021

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Starter, Professional, Enterprise
Service Hub Professional, Enterprise

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 settings 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.

automate-tasks-on-deal-stages

  • 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.