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

Create Automated Workflow to Monitor HubSpot Deals and Take Prompt Actions
use cases

Automation Workflows to start monitoring deals in HubSpot

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
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Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Create or update tasks in ClickUp for deals monitored in HubSpot.

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Keep Airtable updated with deal progress tracked in HubSpot.

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Track deals in HubSpot and reflect updates in Google Sheets.

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Manage HubSpot deals by creating or updating a folder in ClickUp.

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Track deals in HubSpot and open a Freshdesk ticket.

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File a ticket on Intercom Help Desk to monitor deals from HubSpot.

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File a Jira ticket to monitor deals from HubSpot.

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Generate a new issue on Linear to monitor deals from HubSpot.

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Monitor deals on HubSpot and manage multiple columns in monday.com.

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Monitor deals on HubSpot and generate updates in monday.com.

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Monitor deals on HubSpot and generate items in monday.com.

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Monitor deals on HubSpot and create/update database item on Notion.

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Generate Trello cards to monitor deals via HubSpot.

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Establish Trello boards to monitor deals through HubSpot.

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Generate a Zendesk ticket for monitoring deals on HubSpot.

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Open a ticket on Zoho Desk for monitoring deals on HubSpot.

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Slack notifications will inform you about the monitored deals on HubSpot.

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Automation to Monitor HubSpot Deals

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

Get notified of every new and updated deals on 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

Convert alerts to tasks and track them for proactive action

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

Setup human-in-the-loop workflows and analyze insights
why locale

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

Setup Workflow to monitor deals on HubSpot with Locale