How to use deal pipeline rules and deal automation in HubSpot

HubSpot’s deal pipeline is a powerful tool that helps you manage and track the progress of your deals as they move through various stages of your sales process. Setting up clear pipeline rules and automating certain tasks ensures a smooth, efficient workflow and improves your team’s productivity.

✅ Deal Pipeline Rules

Deal pipeline rules help define how deals are handled at each stage of the sales process. You can set rules that determine how deals move from one stage to the next, who is responsible for each stage, and what specific criteria must be met. For example, you can create rules that automatically assign a deal to the right sales rep once it reaches a specific stage, or trigger alerts when a deal is about to close. These rules ensure that no deal slips through the cracks and that your team is always aligned and aware of their next steps.

✅ Deal Automation

HubSpot’s deal automation features help streamline your sales processes by reducing manual tasks and ensuring consistency. With automation, you can set up workflows that trigger specific actions based on deal activity. For instance, you can automate tasks such as sending follow-up emails, creating tasks for sales reps to make calls, or updating deal properties when certain conditions are met. Automation helps save time, reduce errors, and ensures that your team stays focused on high-value activities.

How to set pipeline rules and deal automation

• Access pipeline settings: Go to your HubSpot account settings, then navigate to "Objects > Deals > Pipelines". 
• Select your pipeline: Choose the specific deal pipeline you want to configure automation for. 
• Go to the "Automate" tab: Click on the "Automate" tab within your pipeline settings. 

Create automation rules:

Trigger conditions: Define the conditions that will trigger the automation, such as when a deal moves to a specific stage, a certain property value is updated, or a specific timeframe is reached. 

Select actions: Choose the actions you want to perform when the trigger condition is met, like sending emails, creating tasks, updating contact properties, or notifying team members. 

By combining deal pipeline rules with automation, HubSpot helps you create a sales process that’s both efficient and scalable. Whether you’re nurturing leads, tracking deals, or closing sales, HubSpot’s automation tools ensure your team can focus on what matters most: driving revenue.