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Set up deal pipeline automation

Last updated: March 14, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

You can set up deal pipeline automation to customize close date settings or to trigger actions when a deal moves to a specific stage.

The automation settings you can customize depend on your HubSpot subscription:

Customize close date automation (BETA)

By default, when you move a deal to a closed stage, the deal's Close date value will be updated to today's date. If automatically updating the close date doesn't work for your processes, you can turn off the automation per pipeline in your deal settings.

If you're a Super Admin, learn how to opt your account into the beta.

To adjust the automation setting:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Deals.
  • Click the Pipelines tab.
  • Click the Select a pipeline dropdown menu, then select the deal pipeline you want to adjust.
  • Click the Automate tab. If collapsed, click to expand the Templated Automation section.
  • To turn off the automation, in the Set the close date to today when moving deal to closed stage row, toggle the switch off. With the setting turned off, a deal's close date will not be updated when you move a deal to a closed stage.

deal-close-date-automation

  • To turn the automation back on, toggle the switch on. With the setting turned on, a deal's close date will be set to today's date when you move a deal to a closed stage.

Learn more about the Close date deal property.

Automate actions based on deal stages (Sales Hub Starter, Professional, and Enterprise only)

You can also set up custom automation based on deal stages. If your account has a Sales Hub Starter subscription, you can create a task or send an internal notification when a deal's stage changes. If your account has a Sales Hub Professional or Enterprise subscription, you can set up additional actions available via the workflows tool.

To automate actions on deal stages, you must have Super admin or Account access permissions.
  • In your HubSpot account, click the settings 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. If collapsed, click to expand the Create workflows from scratch section.
  • In the Trigger actions when a deal moves to a new stage section, click the + plus icon to add an action to a deal stage.

add-deal-automated-action

  • In the right panel, set up your action:
    • To create a task when a deal enters the stage, select Create task. Enter the task details, then click Save.
create-task-deal-automated-action
    • If your account has a Sales Hub Professional or Enterprise subscription, you can also select other deal-based workflow actions, including delays, branches, communications, marketing, CRM, and data actions. Set up the action, then click Save.
  • To edit an existing action, click the action bubble. Make changes in the right panel, then click Save.
  • To leave a comment for other users about an action, hover over the action, then click the comments comment icon. Type your message and click Comment.

edit-deal-automated-action

  • To delete an action, hover over the action, then click the delete delete icon. Select Delete this action only to delete just the selected action, or select Delete this action and all after following actions to delete the selected action and any actions below it.
  • To navigate to the workflow editor (Sales Hub Professional or Enterprise only), click Open in Workflows below the stage's actions. In the workflow editor, you can add more actions and edit the workflow's settings.
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