Workflow templateAnnounce closed-won deals in Slack
Celebrates each won deal in Slack with the numbers and a short recap of how it was won.
Workflow illustration
01Trigger
ScheduleAsk me to choose daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to closed-won since the last run.
02
Custom stepCollect each deal’s value, product, account and key stakeholders.
03
Custom stepWrite a short recap of why it was won from the notes.
04Sl
SlackPost one celebration per deal to the setup Slack channel, skipping deals already posted.
05
OutputFinish
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
When
Ask me to choose daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to closed-won since the last run.
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.
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HubSpot
Slack