How do I add automation to my deal pipeline?

Automating pipelines in HubSpot

Click the setting icon in the main navigation bar, then select Objects, and then Deals.

  • Spitfire tip: if you're in deals and you click the settings icon, you will automatically be taken to the correct section in settings. 

Select an existing pipeline, or create a new one, and then move to the automation tab. Then, in the deal stages column click Create workflow.


From there you can create a task or send an internal email. Click the action you want to do and customise as needed. 

For more information, please see this article.