Create Automated Workflow to Monitor Engagements on HubSpot and Take Prompt Actions

Monitor your leads and prospects engagement via workflow automations on HubSpot. Create tasks for your team, and track each task till resolution

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

Automation Workflows to start monitoring engagements in HubSpot

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

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Record engagement activities from HubSpot into Airtable.

TRY NOW

Monitor engagements in HubSpot and create tasks in Asana.

TRY NOW

Log engagements tracked in HubSpot as tasks in ClickUp.

TRY NOW

Update a ClickUp folder for engagements tracked in HubSpot.

TRY NOW

Monitor engagements in HubSpot and register them as Freshdesk tickets.

TRY NOW

Watch engagements in HubSpot and update Google Sheet rows.

TRY NOW

Register a ticket on Intercom Help Desk to monitor engagements from HubSpot.

TRY NOW

Register a Jira ticket to monitor engagements from HubSpot.

TRY NOW

Monitor engagements on HubSpot and send relevant notifications via chat or channel messages on Microsoft Teams.

TRY NOW

Monitor engagements on HubSpot and handle multiple columns in monday.com.

TRY NOW

Monitor engagements on HubSpot and add updates in monday.com.

TRY NOW

Monitor engagements on HubSpot and add items in monday.com.

TRY NOW

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

TRY NOW

Stay informed about HubSpot engagements with direct messages or channel messages on Slack.

TRY NOW

Set up Trello boards to monitor engagements through HubSpot.

TRY NOW

Create a Zendesk ticket for monitoring engagements on HubSpot.

TRY NOW

Log a ticket on Zoho Desk for monitoring engagements on HubSpot.

TRY NOW
Automation to Monitor HubSpot Engagements

Monitor HubSpot Engagements with Automation Combined with Power of Ticketing

Workflow to monitor engagements in HubSpot, and automatically create tasks for each alert for your team to work on.

Get notified of every new and updated engagements 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 engagements in HubSpot

Get notified of every new and updated engagements 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 engagements on HubSpot with Locale