topic Re: Templated automation actions for additional lead pipelines in Tips, Tricks & Best Practices

Templated automation actions for additional lead pipelines

Andrew_S — Fri, 24 Jan 2025 20:58:36 GMT

I've hit a bit of a snag with configuring a new lead pipeline.

In HubSpot's default lead pipeline, there are automation templates for advancing the lead stage based on outreach and responses. This is incredibly handy and something we've been utilizing with leads up until this point.

Default lead pipeline

With the recent feature addition to create more lead pipelines, we decided to move more of our sales processes to the Leads->Deals flow as it's been working great for us. However, I have discovered that user-created lead pipelines do not have the same templated automation options as the HubSpot-created default.

Self-created lead pipeline

This does appear to be expected behavior based on this snippet from the Knowledge Base.

KB noting that this is expected behavior

I'm hoping to recreate the templated workflows for my new pipeline, and likely future additional ones. I figure this can be achieved with a workflow, provided the correct triggers are set up.

Am struggling to identify which contact and/or lead properties they are pulling from, any suggestions or guidance?

Thanks in advance 😄

Re: Templated automation actions for additional lead pipelines

MohakSethi — Sat, 25 Jan 2025 12:37:00 GMT

Hi,

If I understand this correctly, you want to know the trigger from which the "attempting" and "connected" stages are decided.

This is done through contact/lead's associated activity:

For Call outcome:

For Meeting outcome:

If you're looking for something else, do let me know.

Re: Templated automation actions for additional lead pipelines

AStrong5 — Thu, 20 Nov 2025 22:02:51 GMT

I just emailed our CSM about this issue. We're transitioning to the Leads object now, the main reason being so we can use the built in automation for attempting and connected. I tested everything in the standard pipeline, but created a new pipeline for the team I'm onboarding. I just realized there's no templated automation available for the newly created pipeline. That seems like a miss since it's one of the key benefits of the Leads object.

Re: Templated automation actions for additional lead pipelines

SandrineMayzou — Fri, 12 Dec 2025 12:11:12 GMT

Same question, should we build the predefined automations for duplicated leads pipeline? Duplication doesn't seem to duplicate the predefined automations for Lead phases...

Re: Templated automation actions for additional lead pipelines

BérangèreL — Mon, 15 Dec 2025 15:38:47 GMT

Hey @SandrineMayzou and Happy Monday!

You're right, when duplicating a leads pipeline, you'll need to manually recreate the predefined automations in the new pipeline.

For new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

Thank you for being part of the discussion!
Bérangère

Re: Templated automation actions for additional lead pipelines

DOstiguy5 — Tue, 06 Jan 2026 19:21:12 GMT

Sometime I truly do not understand Hubspot's thinking.

This make NO sense to not allow all new pipeline to have this feature. Why would you force us to manually recreate tons of workflows to mimic what the basic pipeline does?

This feature should be available to all pipeline, not only the default one

Re: Templated automation actions for additional lead pipelines

STierney — Tue, 06 Jan 2026 19:26:41 GMT

Hey @DOstiguy5 - we definitely hear you on the need here.

I haven't been able to find any Community posts or threads in our Ideas Forum that cover this need. With that said, we highly recommend posting your idea to allow other users to upvote it and act as a direct line of communication to our Product Team!

Shane, Senior Community Moderator

Re: Templated automation actions for additional lead pipelines

LAdams90 — Tue, 24 Feb 2026 12:17:52 GMT

It would be really great if we could get an update for this - this has just completely ruined my lead pipeline because iwe've set up a new one for the new financial year, but half the capability has gone and I've got sales reps revolting because their leads aren't moving through!?

Re: Templated automation actions for additional lead pipelines

BérangèreL — Tue, 24 Feb 2026 14:28:43 GMT

Hi @LAdams90 and thanks for sharing your valuable feedback with the HubSpot Community!

Expanding automation options for multiple lead pipelines would be a valuable update. I can see how this would make managing your sales process smoother, especially at the start of a new year.

If you haven’t already, I’ve noticed a similar idea already present in our Ideas Forum: Templated automation in multiple lead pipelines. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I have added my upvote to the Idea and will also pass your feedback along internally.

Thanks and have a great day!
Bérangère