HubSpot allows for various ways to automate your sales processes. One of these options includes setting up default pipeline automation within your portal.
What options does HubSpot offer for default deal pipeline automation?
Within your HubSpot portal you have the ability to configure deal pipeline automation to customize either default close date settings, or create further automated actions triggered on deal movements through specific stages. In this article, the topic of default pipeline automation settings is explored.
*It is important to note that automation actions and functionalities are dependent on the HubSpot subscription.
Default templated automations - Configure close date settings
Close date automation settings can be customized in one of two ways:
- When moving a deal record to a closed stage (eg. "Closed Won/Lost"), the deal's associated "Close date" property value will be updated to the date the specific action has taken place.
- When moving a deal record from a closed stage to an open stage within your sales pipelines, the previously set "Close date" property value will be cleared.
You can customize the default automation settings mentioned above for each pipeline to meet your specific needs. This flexibility allows you to tailor the automation process according to the unique dynamics of your sales strategy. To adjust the close date automation settings, navigate to the deal object settings section in your HubSpot account. Here, you will find options to manage these settings for each pipeline individually. You can easily toggle the close date automation features on or off based on your preferences and operational requirements. This customization not only helps in streamlining your sales processes but also ensures that your team is aligned with the latest deal statuses, minimizing confusion and enhancing productivity. Once you have made the necessary adjustments, be sure to save your changes to implement the updated automation settings effectively. Additionally, feel free to complement these automations with deal-based workflows to really reach the peak potential of your portal.