Create Automated Workflow to Monitor HubSpot Deals and Take Prompt Actions
Monitor new deals, SDR handoffs and deal property changes via workflow automation on HubSpot. Create tasks for your team, and track each task till resolution
Automation Workflows to start monitoring deals in HubSpot
Create or update tasks in ClickUp for deals monitored in HubSpot.
Keep Airtable updated with deal progress tracked in HubSpot.
Track deals in HubSpot and reflect updates in Google Sheets.
Manage HubSpot deals by creating or updating a folder in ClickUp.
Track deals in HubSpot and open a Freshdesk ticket.
File a ticket on Intercom Help Desk to monitor deals from HubSpot.
File a Jira ticket to monitor deals from HubSpot.
Generate a new issue on Linear to monitor deals from HubSpot.
Monitor deals on HubSpot and manage multiple columns in monday.com.
Monitor deals on HubSpot and generate updates in monday.com.
Monitor deals on HubSpot and generate items in monday.com.
Monitor deals on HubSpot and create/update database item on Notion.
Generate Trello cards to monitor deals via HubSpot.
Establish Trello boards to monitor deals through HubSpot.
Generate a Zendesk ticket for monitoring deals on HubSpot.
Open a ticket on Zoho Desk for monitoring deals on HubSpot.
Slack notifications will inform you about the monitored deals on HubSpot.
Monitor HubSpot Deals with Automation Combined with Power of Ticketing
Workflow to monitor deals in HubSpot, and automatically create tasks for each alert for your team to work on.
Get notified of every new and updated deals on HubSpot
Pre-built template to get started quickly
Get started without engineering dependency
Connect HubSpot with Slack, Zendesk and 30+ other tools
Create tasks/tickets for new or updated deals in HubSpot
Convert alerts to tasks and track them for proactive action
Set up escalation rules and resolve tasks across any tool
Don't miss out on high-priority, time-sensitive issues
Create playbooks and custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert notifications to tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing