Pipeline stage automations

While editing a sales pipeline, stage automations control what must happen when leads or deals enter or leave a stage. Configure them in the pipeline editor’s automation section.

Please note:

• Automations are per pipeline and object type (lead vs deal).
• Overly strict required fields block board moves — train reps before enabling.
• Deal-only and lead-only automation types do not appear on the other object type.

Automation types

Type	Lead	Deal	Purpose
Required Properties	✓	✓	Block stage entry until fields are set
Stage Movement Rules	✓	✓	Restrict which stage transitions are allowed
Activity Logging	✓	✓	Require/prompt activity when entering a stage
Auto-assign Owner	✓	✓	Assign owner automatically
Create Task Automatically	✓	✓	Spawn a task on stage entry
Create Payment		✓	Create a payment when a deal enters the stage
Auto-Create Deal	✓		Prompt to create a deal when a lead enters the stage
Update lead properties	✓		Set lead fields (for example inactive) on stage entry

Configure

1. Open Configuration → Pipelines → edit a pipeline.
2. Open Automations (or the automation panel on the editor).
3. Add an automation, pick type + stage, and fill its config.
4. Save the pipeline.
5. Test by moving a sample lead/deal through the stage on the board.

flowchart LR
  Enter[Enter stage] --> Rules{Automations}
  Rules --> Req[Required fields]
  Rules --> Task[Auto task]
  Rules --> Own[Auto-assign]
  Rules --> Deal[Lead → deal prompt]

For broader cross-module logic beyond stage entry, see Build your first workflow and Workflow approvals.