Who is this workflow for? Automate the seamless transfer of new deals from HubSpot to Slack and Airtable. This workflow ensures timely team notifications, efficient data management, and actionable insights based on deal statuses and values..

What does this workflow do?

  • Trigger: The workflow activates when a new deal is created in HubSpot.
  • First Branching:
  • Closed Won: Sends a celebratory message to a designated Slack channel.
  • Presentation Scheduled: Creates a Google Slides presentation using a predefined template.
  • Closed Lost: Adds the deal details to an Airtable table for further analysis.
  • Second Branching:
  • New Business & Value > 500: Creates a high-priority ticket in HubSpot, assigned to an experienced team member.
  • Existing Business & Value < 500: Generates a low-priority ticket for standard processing.
  • Integrations: Utilizes Airtable, Slack, HTTP Requests, WhatsApp, Google Sheets, Merge, Microsoft Excel, and Gmail to ensure comprehensive automation and data flow.

🤖 Why Use This Automation Workflow?

  • Enhanced Team Collaboration: Instantly notify your team of wins, fostering a collaborative environment.
  • Data-Driven Insights: Automatically log lost deals in Airtable for comprehensive analysis.
  • Streamlined Processes: Automate ticket creation based on deal criteria, ensuring appropriate prioritization and resource allocation.

👨‍💻 Who is This Workflow For?

Sales teams, CRM managers, and business analysts looking to optimize their sales processes, enhance team communication, and leverage data for strategic decision-making.

🎯 Use Cases

  1. Celebrating Successes: Automatically post won deals in Slack to recognize team achievements and boost morale.
  2. Managing Presentations: Generate Google Slides presentations from scheduled deals to maintain professional and consistent client interactions.
  3. Analyzing Lost Deals: Log lost deals into Airtable for deeper analysis to identify trends and improve future sales strategies.

TL;DR

This workflow automates critical sales processes by integrating HubSpot with Slack and Airtable. It enhances team communication, ensures proper handling of deals based on their status and value, and provides valuable data for continuous improvement.

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