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Detailed HubSpot closed-won updates in Slack
Give your team context into where you're winning by highlighting closed-won deals in Slack. Plus, help execs cut through the noise by sharing the biggest wins with them directly.
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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.
To use this template, you must have:
- A paid Zapier account or an active trial
Learn more about Zapier plans.
Why build a closed-won updates process?
- Get instant visibility into closed-won deals for the whole team, without manual customer relationship manager (CRM) checks.
- Enhance deal summaries with contextual intelligence.
- Uncover overall deal momentum and patterns in successful customer profiles.
- Encourage quicker responses and better coordination across departments.
What key features come with the HubSpot closed-won updates 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.
- A focused view for leadership — Help your leadership team focus on high-impact deals by only surfacing deals that pass a certain threshold.
- Customizable properties — Tailor the Slack notification to include the most relevant info for your team.
- Modular design — Easily build onto, modify, or customize this workflow to suit your needs.
Who should use the HubSpot closed-won updates template?
The process this template creates 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.
How does this template work?
This template builds you a customizable, automated process for communicating closed-won deal updates. Here's how:
- A deal is marked "Closed Won" in HubSpot.
- A HubSpot workflow sends a webhook with key info to a Zap.
- The Zap looks up deal and company info.
- That action prompts AI to create a summary of key details from the deal.
- The update is shared in Slack, with a summary and 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.
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.
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.
