---
title: Setting Up Deal Pipeline automation
description: By automating deal stage actions, you reduce manual effort and ensure your sales process moves smoothly from stage to stage.
---

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# Setting Up Deal Pipeline automation

## Automating actions when a deal moves from one stage to another helps your team stay efficient and consistent. Whether it's notifying the right person, assigning follow-ups, or triggering more complex workflows, HubSpot's automation tools can streamline your sales process.

**Note**: You must be a **Super Admin** or have **Account access** permissions to create deal stage automation.

### **Set Up Automation for Deal Stages**

#### **1. Access Deal Pipeline Settings**

- In your HubSpot account, click the **settings** icon in the top navigation bar.
- In the left sidebar, go to **Objects \> Deals**.
- Click the **Pipelines** tab.
- From the **Select a pipeline** dropdown, choose the pipeline you want to automate.

#### **2. Open the Automation Panel**

- Click the **Automate** tab.
- If the **Create workflows from scratch** section is collapsed, click to expand it.

#### **3. Add Actions to a Deal Stage**

- In the **Trigger actions when a deal moves to a new stage** section, click the **➕ (plus)** icon next to the deal stage where you want to add automation.

#### **4. Choose and Configure Your Action**

In the right panel, choose the automation type:

- **Send internal email notification**  
  Set who should receive the email and customize the content. Click **Save**.
- **Create task**  
  Enter the task name, assign it to a user, and define due dates or priority. Click **Save**.

You’ll also see advanced options like:

- **Delays**
- **If/then branches**
- **Email or SMS sends**
- **Property updates**
- **Webhook triggers**
- **And more...**

Configure your selected action, then click **Save**.

### **Manage Your Deal Stage Automation**

- **Edit an action**: Click the action bubble. Make updates in the right panel, then click **Save**.
- **Leave a comment**: Hover over an action and click the **comment icon** to share notes with your team.
- **Delete an action**: Hover over the action, click the **trash icon**, then choose:
  
    - **Delete this action only**
    - **Delete this action and all following actions**
- **Access the full workflow editor**: Click **Open in Workflows** below the stage's actions to add more advanced steps and configure workflow settings.

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