When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to closed-won since the last run.
Workflow starter brief
Announce closed-won deals in Slack
Celebrates each won deal in Slack with the numbers and a short recap of how it was won.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Collect each deal’s value, product, account and key stakeholders.
- Write a short recap of why it was won from the notes.
- Post one celebration per deal to the setup Slack channel, skipping deals already posted.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
HubSpotRelated templates
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Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.
Share inbound leads evenly across the team
Assigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.
Post quotes awaiting approval to Slack
Puts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.
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