Sales · Easy
Celebrate and track new deals in a team channel
When a deal moves stage, the people who need to act often find out late. A short message in the right channel keeps sales, delivery and finance in step without extra meetings.
Software used
Has a free plan
Has a free plan
Has a free plan
What happens
When
A deal is created or changes stage in HubSpot.
Then
- Zapier picks up the change.
- It posts the deal name, value and owner to a Slack channel.
How the tools connect
With a built-in integration. Zapier lists HubSpot as an integration on its website.
Set it up
In Zapier, create a Zap with HubSpot's deal trigger and choose the pipeline and stage.
Add a Slack step that sends a channel message, using fields from the deal.
Move a test deal and check the message.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- Post only stages people act on, such as "won", or the channel turns into noise.
- Each run uses Zapier tasks; check your plan's monthly limit.
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