I’ve seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a st…

I got it through the below link. If you scroll to the bottom of the page, there’s a link to ‘Hubspot Developer account’: htt…

Hi Kyle, I used Automate.io for some other integrations and discovered that I could change deal stages / pipelines. Actually…

And … there’s more … - see [Now Live] Deal-based and Ticket-based Workflows

You now have deal-based workflows, so you van change the value of the stage automatically given a certain trigger!

You are right!, This function is under the Action “SET Property Value”--> Business-->“Deal Stage”. I din’t find it before be…

Nice one, that was the solution. This function is under the Action “SET Property Value”--> Business-->“Deal Stage”

We too would like to move deals through the deal flow using a workflow. Given this is just changing a database field, and Hub…

Hello all, As I understand, this is still not available in Hubspot. We have found a workaround using an automation tool tha…

Hey Nicolas, Are you able to share the name of said ‘automation tool’? - Kyle

Because it is in the API, my understanding is that you can use other API tools like Zapier as well. Perhaps I can just write…

This would make our life a **bleep** of a lot easier as well. 99% of our customers don’t pass through a sales rep but 1% com…

The link you provided states, “Similarly, you can build a workflow to advance a deal to the next stage automatically, or crea…

I can’t find anything about this “Similarly, you can build a workflow to advance a deal to the next stage automatically” Does…

Nice, but that will move all deal of its contact. including deal outside other pipeline. What if i just want to move specifi…

Hello @Joy-EWM This will happen when a contact base workflow is created. To ensure you will take the actions based on a deal…

It is possible to create a workflow to change the deal stage when a quote is signed by a customer?

How can I change deal stages with the Workflows tool?

PamCotton February 1, 2021, 7:38pm 28

Hello @ContaNobordist , I believe you are able to create a quote workflow with this information.

quotes workflow actions listed

Kindly,

Pam

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We should be able to set the CRM Deal Stage property in workflows HubSpot Ideas workflows	15	8924	September 11, 2018
Why does deal stage change automatically in HubSpot after tasks or notes? Tips, Tricks & Best Practices enterprise	12	2735	March 20, 2026
Move deal from one pipeline to another based on stage CRM object	14	20104	September 21, 2021
Change Deal stage using Workflow CRM object	2	1264	June 20, 2022
Possible for a form submission to trigger deal update? CRM	2	3304	July 19, 2018