BetaCreate automations from your record index pages

From your contact, company, or deal index pages, you can create and manage automations for that object type. For example, from your deals index page, you can set up automations to create a new task whenever a deal's stage is updated, or send a notification to a deal owner when a deal is at risk.

You can review a customized list of suggestions based on your account and user behavior. You can also create an automation from scratch, or select from a workflow template from a template library.

Create your automation 

When creating a new automation from your index page, you can review and use generated automation suggestions. You can also create the automation from scratch with AI, or use a template from the automation template library. 

1. Navigate to your contact, company, or deal index page:
   • In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
   • In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
   • In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.
2. In the top right, click the automate icon. 
   
   

3. In the right panel, under the Suggested for you section, review and use your automation recommendations. To use an automation, click the automation name.
   • You'll be automatically directed to the automation editor.
   • You may be prompted to populate certain actions and triggers.
     
     

4. To create an automation from a blank editor, click More ways to start and select Create from scratch. You'll automatically be redirected to the automation editor. Then, continue adding triggers and actions, or enter a prompt into Breeze Assistant. 
5. To create an automation from an existing template:
   •  Click More ways to start and select Browse templates. 
   • In the Automation template library section, enter a search term in the search bar to locate a specific automation template.
   • To use the automation, click on the automation name. You can review additional details on the automation.
   • Click Use template. You'll automatically be redirected to the automation editor with the template populated. 
     
     

Set up your automation triggers

When creating an automation from an object index page, you can select from the following triggers. Learn more about different enrollment triggers.

• Record created
• Property value changed

1.  Click the dropdown menus for the trigger and select your options. For example, when enrolling records based on property value changes, you'll need to select a task priority.
2. You can also add and configure enrollment triggers using Breeze Assistant.
   • In the Breeze Assistant text field, enter your prompt for the trigger.
   • Continue configuring your trigger within Breeze Assistant. Changes will automatically reflect in the automation editor.
     
     

Add actions to your automation

When creating an automation from an object index page, you can select from the following actions. Learn more about different automation actions.

• Delay
• Send internal email notifications
• Create task

To add actions to your automation:

1. To add new step in your automation, click + Add next step.
2. Configure your action:
   • Click the dropdown menus for the action and select your options. For example, when creating a task, you'll need to select a task priority. 
   • Enter any action details in the text fields. For example, when creating a task, you'll need to enter a task title. 
3. You can also add and configure actions using Breeze Assistant.
   • In the Breeze Assistant text field, enter your prompt for the action. 
   • Continue configuring your action within Breeze Assistant. Changes will automatically reflect in the automation editor. 
     
     

Publish your automation

Before turning on your automation, it's recommended to enter a unique name for the automation. After setting up your automation, turn on your automation. 

1. To add or update your automation name, in the top left of the automation panel, click the edit icon. Then, enter a name for your automation.
2. To publish your automation and begin enrolling records, in the top right of the automation panel, click Publish. 
   • Existing records that meet the enrollment trigger will not be automatically enrolled.
   • Only records that meet the enrollment trigger moving forward will enroll in the automation.
   • Records can only enroll in each automation once.

Delete an automation from the object index page

Permanently delete an automation from your object index page automations. Deleted automations cannot be restored. 

1. Navigate to your contact, company, or deal index page:
   • In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
   • In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly.
   • In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.
2. In the top right, click the automate icon.
3. In your automation library, search for and select the automation that you'd like to delete. 
4. Click the More dropdown menu and select Delete.
5. In the dialog box, click Delete.