A really valuable feature would be being able to create a rule within a property value that allows Deals to be automatically assigned to specific pipelines based on their dollar value.
We want to set up two seprate Customer Onboarding pipelines, one for enterprise clients, and one for low touch/ACV clients, and it would be great to have a rule so that when a sales rep marks a new Deal as won, the dollar value of the Deal determines which Customer Onboarding pipeline it gets allocated to.
Hi @ah2x,
This is already possible with deal-based workflows: Create workflows
You would enroll deals “When filter criteria is met” > “Add filter” > “Deal properties” > “Is closed won is any of TRUE”. You would then add an AND/OR branch and check whether the deal amount is below or above the threshold. Lastly, in each branch, you would use the “Set property value” workflow action to update the pipeline stage of the enrolled deal.
Keep in mind that’s not good practice to move deals between pipelines as this will ruin certain analytics and reports. Instead, it’s better practice to create a new deal and associate it with the original sales deal.
Let me know if you have any follow-up questions!
Thanks, Karsten!
Are you able to reference any good links that document the process on how to automate creating a new deal and associate it with the original sales deal?
I’ve seen some warnings pop up about triggering infinite loops when attempting this process and don’t want to create a living nightmare within our Hubspot instance.
@ah2x if your workflow is limited to enrolling closed won deals, then there wouldn’t be any infinite loop – unless your newly created deal is created as won deal as well. As long as you make sure that’s not the case, you’re all good.
In terms of associating the new deal with the existing one: When you use the “Create record” workflow action, you can specify in the action settings that the newly created record should be associated to the source record. It’s simple checkmark in the left sidebar of the workflow editor 
Thanks, mate!
Lastly, is there a reason when the new Deal replicates in the other pipeline I can’t see the top 3 properties that are on display for the Deal in the original pipeline?
@ah2x where exactly are you looking for those three properties? Deal board card, left sidebar…?
The deal board cards
@ah2x when creating the new deal in the “Create record” action, did you make sure to copy these field values over from the source deal to the newly created deal? In the “Create record” action settings, you can set property values / copy property values. If you don’t actively specify that, information will not be carried over.
Thanks a lot for your help!
I know it’s possible to create deals based on filling in a form. Is there a way to assign it to different pipelines based on a value filled in the form. We have clients with different health insurance and the sales process is totally different and different people so we want them in different pipelines based on the insurance they say they have.
Hi @jenbkean,
Thank you for posting to the Community!
I believe this would be possible with another workflow as @karstenkoehler mentioned in the Accepted Solution.
@karstenkoehler Do you have any ideas on how to set up a workflow to add a deal to a specific pipeline based on a form submission from the associated Contact?
Thank you!
Cassie, Community Manager
Thank you for tagging, @chighsmith. Sure, @jenbkean, simply use your contact based workflow and start with a branch based on the property that designates the eventual pipeline the deal should land within.
In each branch, put the “Create record” workflow action. For deal creation, you need to specify the deal stage and can target a specific pipeline like that.
Hi @ah2x ,
The Deal pipelines doesn’t work this way in HubSpot. The deal is already in the pipeline, if after it is won, you want it to move to another pipeline, then this will impact the reports.
Rather than creating a pipeline to move the deals after they are won, create a custom poperty like Deal Tier and create a workflow, that when the deal is of this amount A, Deal tier should be X.
Hope this helps!