Set up custom object pipeline automation

You can set up custom object pipeline automation to trigger actions based on when a custom object record moves into a certain stage.

Learn more about setting up and using custom object pipelines.

Automate actions based on custom object stages

You can set up automation based on custom object pipeline stages so that actions occur when a record moves to a specific stage. To automate actions on stages, you must have Super Admin or Account access permissions.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Custom Objects, then select the custom object.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, select the pipeline you want to automate, then click the Automate tab.

• Click + Create workflow or the + plus icon to add an action to a pipeline stage.

• In the panel, set up your action. You can select from custom object-based workflow actions, including delays, branches, communications, 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.
• 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.