I’m on a Free CRM account created in August 2026. Per your help article on stage automations in the updated board view, Free/Starter accounts created after March 30, 2026 should be able to hover over a pipeline stage in the Deals Board view and see an “Automate” dropdown with a “Create and assign a task” option.
In my account, hovering over a stage only shows a three-dot menu with “Manage stage automation,” which opens the classic Objects → Pipelines → Automate settings page. That page only shows “Templated automations” (Deal close date settings) — no “Create workflows from scratch” section with per-stage task options.
Is this automation feature actually live on Free CRM accounts, or does something need to be enabled? Thanks for any insight.
I’m reading through this article on Setting up automations in the updated board view, and I see where you’re referencing the note regarding Free and Starter accounts created after March 30, 2026. I’m also reading through this section specifically, where it outlines how to verify if this article applies to your account by comparing your board to the image in the kb. In your HubSpot account, you’ll want to click More, then navigate to CRM > Deals. If More doesn’t appear in your account, navigate to CRM > Deals directly.
If you’ve verified this, can you please provide a screenshot of your board? I’d like to compare to see what might be misaligned here.
Hi, thanks for responding! I think the Deals board looks the same, but when I hover on a stage and click on the three dots it seems different. I tried to add the screenshot, but I get an error saying that I can’t add media to a post. How can I show you the image?
Thanks so much for getting those screenshots over - I appreciate the additional context!
Can you please confirm whether or not your account is enrolled in the Streamlined Index & Flexible CRM Views public beta, as outlined here? I didn’t catch this requirement the first time around, and I don’t see it noted anywhere in your context. Wondering if this is the missing piece. You can also find instructions for how to enroll in the beta as a Super Admin here.
I was not signed up for the beta feature, thanks for catching that. I signed up a few minutes ago, logged out and back in again, but I don’t see any change. Is there something else I should be doing?
Thanks for confirming! It may take up to a few days for your account to be officially enrolled in the beta, and therefore, up to the same amount of time for you to see these updates reflected in your portal.
Yeah the hover Automate thing is still rolling out on Free, so landing in templated close-date settings is normal right now.
What I do because Free only gives you one pipeline: skip the board hover. Settings → Objects → Deals → Pipelines, rename that one pipeline so moving a deal IS the next step. I use New / Qualified / Proposal / Verbal yes / Closed won / Closed lost. Tasks I create from the deal record, not from hovering the column.
If you enrolled in the beta, give it a couple days. Don’t wait on it to run the pipeline.