# Release conversations by deal stage

> Release conversations when a HubSpot deal reaches a stage

- Type: Task
- App: Admin console
- Screen: CRM
- Section: HubSpot integration
- Also searched as: pipelines, stages, release conversation, auto-release, closed won, closed lost, deal closed, queues, hubspot
- Open: https://help.bridge.new/console/hubspot-pipelines?lang=en
- Markdown: https://help.bridge.new/md/console/hubspot-pipelines.md

Release conversations when a HubSpot deal reaches a stage

In the Pipelines tab you choose which stages release the associated conversation from the active queues, freeing capacity for new deals. In 5 steps.

## What you can do

- Release by stage
- One section per pipeline
- Closed Won and Closed Lost by default
- Capacity for new deals

## Steps

### Step 1 · Open the Pipelines tab

Auto-release is set up in its own tab.

In the Bridge admin console, open Connections › CRM and the Pipelines tab. There you set up the automatic release of conversations based on the stages of HubSpot deals.

- Connections › CRM › Pipelines
- Release based on the deal stage

Open: https://help.bridge.new/console/hubspot-pipelines/1?lang=en

### Step 2 · Turn on Auto-release conversations

One toggle turns on the release of conversations.

Turn on the Auto-release conversations toggle at the top of the tab. With auto-release on, when a HubSpot deal reaches a configured trigger stage, Bridge releases the associated conversation from the active queues, freeing capacity for new deals.

- Toggle at the top
- Releases the conversation from active queues
- Frees capacity for new deals

Open: https://help.bridge.new/console/hubspot-pipelines/2?lang=en

### Step 3 · Expand each pipeline

Each HubSpot pipeline has its own section.

The tab shows one section for each HubSpot pipeline, for example Sales Pipeline. Expand each section to see all its stages.

- One section per pipeline
- Expand it to see its stages

Open: https://help.bridge.new/console/hubspot-pipelines/3?lang=en

### Step 4 · Check the stages that release

Checked stages release the conversation.

Check the stages that should trigger the release. By default, Closed Won and Closed Lost are checked. If you want another stage of the pipeline, such as Contract Sent, to release the conversation too, check it.

- Default: Closed Won and Closed Lost
- Check another stage if it should release too

Open: https://help.bridge.new/console/hubspot-pipelines/4?lang=en

### Step 5 · Save and apply your changes

The settings apply to the next stage changes.

Click Save changes in the bottom bar. Changes take effect immediately for new deal stage transitions. To handle duplicate contacts between HubSpot and Bridge, follow the guide Handle duplicate contacts with HubSpot.

- Click Save changes
- Applies to new stage transitions
- Next guide: duplicate contacts

Open: https://help.bridge.new/console/hubspot-pipelines/5?lang=en

## Related guides

- Tour of this screen: [Get to know the HubSpot integration](https://help.bridge.new/md/console/hubspot.md): What the HubSpot integration does and how it works day to day. · Open: https://help.bridge.new/console/hubspot?lang=en
- More in HubSpot integration: [Connect HubSpot from Bridge](https://help.bridge.new/md/console/hubspot-connect.md): Connect your HubSpot portal from the Bridge console · Open: https://help.bridge.new/console/hubspot-connect?lang=en
- More in HubSpot integration: [Install Bridge from the HubSpot Marketplace](https://help.bridge.new/md/console/hubspot-marketplace.md): Install Bridge in your portal from the HubSpot App Marketplace · Open: https://help.bridge.new/console/hubspot-marketplace?lang=en
- More in HubSpot integration: [Choose the sync and map the fields](https://help.bridge.new/md/console/hubspot-mapping.md): Decide how contacts come in and match HubSpot fields with Bridge · Open: https://help.bridge.new/console/hubspot-mapping?lang=en
- More in HubSpot integration: [Review the HubSpot sync](https://help.bridge.new/md/console/hubspot-overview.md): Check in Overview how the sync between HubSpot and Bridge is going · Open: https://help.bridge.new/console/hubspot-overview?lang=en
- More in HubSpot integration: [Choose which activities are sent to HubSpot](https://help.bridge.new/md/console/hubspot-activities.md): Decide which Bridge activity is logged in HubSpot · Open: https://help.bridge.new/console/hubspot-activities?lang=en
- More in HubSpot integration: [Control contact and deal fields](https://help.bridge.new/md/console/hubspot-fields.md): Decide which HubSpot fields are shown and edited in Bridge · Open: https://help.bridge.new/console/hubspot-fields?lang=en
- More in HubSpot integration: [Handle duplicate contacts with HubSpot](https://help.bridge.new/md/console/hubspot-duplicates.md): Detect and resolve duplicate contacts between HubSpot and Bridge · Open: https://help.bridge.new/console/hubspot-duplicates?lang=en
- More in HubSpot integration: [Disconnect or uninstall HubSpot](https://help.bridge.new/md/console/hubspot-disconnect.md): Stop the HubSpot integration without losing data · Open: https://help.bridge.new/console/hubspot-disconnect?lang=en
- More in HubSpot integration: [Set up webhooks for developers](https://help.bridge.new/md/console/hubspot-webhooks.md): Receive Bridge events in your own service · Open: https://help.bridge.new/console/hubspot-webhooks?lang=en