Automate tasks on deal stages

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 Account access.

• In your HubSpot account, click the settings icon settings in the main navigation bar.
• In the left sidebar menu, navigate to Sales > Deals. 
• Select an existing pipeline from the dropdown menu, or click Options and select Create new 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: 
  • 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.