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HubSpot to Slack closed-won updates
Automate HubSpot closed-won deal notifications in Slack. Get instant visibility into key deals, stakeholders, and business impact.
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Overview
You could constantly check HubSpot to monitor your sales pipeline. Or you can avoid context switching altogether with automation.
With this template, you'll automatically receive structured insights about closed-won deals in Slack, giving your whole team visibility into deal velocity, key stakeholders, and business impact. By including owner details, company associations, and engagement history—plus automatically routing deals over a certain threshold to your exec team—you'll have the perfect blend of deal context and revenue tracking at your fingertips.
Key benefits of the closed-won updates template
- Instant visibility into closed-won deals for the whole team, without manual CRM checks
- Enhanced deal summaries with contextual intelligence
- Visibility into overall deal momentum and patterns in successful customer profiles
- Quicker responses and better coordination across departments
Features of this template
- Automated Slack notifications — Get real-time updates on closed-won deals from HubSpot.
- Contextual deal intelligence — Enhance deal summaries with owner details, company associations, and engagement history for a comprehensive view.
- Deal value filtering — Focus on high-impact deals by setting a threshold to prioritize key accounts.
- Customizable fields — Tailor the Slack notification to include the most relevant info for your team's needs.
How this template works
This template builds you an automated process for communicating closed-won deal updates. Here's how:
- A deal is marked as "Closed Won" in HubSpot.
- That prompts AI to create a summary of key details from the deal.
- The update is shared in Slack, with a summary and an extended version available in the thread.
- If the deal amount exceeds your specified threshold, the update is also shared to an exec-specific channel.
You'll find detailed setup instructions inside the template. Scroll down for a preview.
Who should use this template
This template is ideal for:
- Sales leaders ➔ Stay informed about high-value deals without constantly checking HubSpot, recognize top performers, and identify successful sales strategies.
- RevOps teams ➔ Monitor deal velocity and gain real-time visibility into the sales pipeline to optimize processes and forecast more accurately.
- C-suite executives ➔ Keep a pulse on significant revenue-generating deals without needing to dig into the CRM, helping you make high-level business decisions.
- Customer success teams ➔ Prepare for new customer onboarding by getting early notifications of closed-won deals, complete with contextual information.
Frequently asked questions
Can I customize the deal value threshold for notifications?
Yes, you can easily adjust the filter in the Zap to set your preferred deal value threshold. This allows you to focus on the deals that matter most to your business.
Can I use this template with a different CRM instead of HubSpot?
Yes! While this template is preconfigured for HubSpot, you can swap in your CRM of choice—like Salesforce, Pipedrive, or Zoho CRM—by modifying the trigger in the Zap. Simply update the Zap to pull deal data from your preferred CRM, and the workflow will do its thing.
Can I use a different team collaboration tool instead of Slack?
Yes—although this template is preconfigured to send notifications to Slack, you can easily adapt it to work with Microsoft Teams or another tool of your choice. Just update the Zap's action to send messages to your chosen platform, and you'll get deal updates wherever your team works.
Can I customize the deal value threshold for notifications?
Yes, you can easily adjust the filter in the Zap to set your preferred deal value threshold. This allows you to focus on the deals that matter most to your business.
What if I want to send notifications to multiple Slack channels?
You can modify the Zap to do exactly that. You can even send the notifications to specific team members if desired. This flexibility lets you tailor the flow of information to your organization's needs.
Can I customize what's included in the Slack notifications?
Absolutely. You can modify the Zap to include or exclude specific deal information based on your team's needs. This might include additional HubSpot fields, custom properties, or even data from other integrated apps.
Can I use a different team collaboration tool instead of Slack?
Yes—although this template is preconfigured to send notifications to Slack, you can easily adapt it to work with Microsoft Teams or another tool of your choice. Just update the Zap's action to send messages to your chosen platform, and you'll get deal updates wherever your team works.
Can I use this template with a different CRM instead of HubSpot?
Yes! While this template is preconfigured for HubSpot, you can swap in your CRM of choice—like Salesforce, Pipedrive, or Zoho CRM—by modifying the trigger in the Zap. Simply update the Zap to pull deal data from your preferred CRM, and the workflow will do its thing.
