Set Automate
Used in Set Automate, this workflow streamlines deal management by integrating Hubspot, Slack, and Airtable. It automatically categorizes deals based on their value and stage, prioritizing high-value opportunities and notifying teams via Slack. Additionally, it creates presentations for scheduled meetings and logs lost deals in Airtable, enhancing communication and organization while ensuring timely follow-ups on critical sales activities.
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Workflow Overview
Used in Set Automate, this workflow streamlines deal management by integrating Hubspot, Slack, and Airtable. It automatically categorizes deals based on their value and stage, prioritizing high-value opportunities and notifying teams via Slack. Additionally, it creates presentations for scheduled meetings and logs lost deals in Airtable, enhancing communication and organization while ensuring timely follow-ups on critical sales activities.
- Sales Teams: This workflow is ideal for sales teams that need to automate the tracking and management of deals in Hubspot, ensuring they never miss important updates.
- Marketing Professionals: Marketers can benefit from the integration with Slack and Google Slides to streamline communication and presentation creation related to deals.
- Project Managers: Project managers can use this workflow to monitor deal progress and prioritize tasks based on deal stages and values.
- Customer Support Teams: Customer support can utilize the ticketing system in Hubspot to address customer needs based on deal outcomes.
- Inefficient Deal Management: Automates the process of tracking deal stages, ensuring timely responses and actions based on deal outcomes.
- Manual Communication: Reduces the need for manual updates in Slack about deal statuses, enhancing team communication.
- Prioritization of Deals: Automatically categorizes deals into high and low priority based on their value and type, allowing teams to focus on what matters most.
- Data Recording: Ensures that lost deals are recorded in Airtable for future analysis and strategy development.
- Step 1: The workflow is triggered manually through the Hubspot Trigger, capturing deal creation events.
- Step 2: The Hubspot node retrieves detailed information about the deal, including its value, ID, name, and other properties.
- Step 3: The Set node organizes the retrieved data into variables for further processing.
- Step 4: The Switch node evaluates the deal stage and routes the workflow based on whether the deal is 'closedwon', 'presentationscheduled', or 'closedlost'.
- Step 5: If the deal is 'closedwon', a notification is sent to the Slack channel. If it's 'closedlost', the deal details are recorded in Airtable.
- Step 6: The IF node checks if the deal value exceeds $500 and if the deal type is 'newbusiness'. If true, a high-priority ticket is created in Hubspot; otherwise, a low-priority ticket is created.
- Step 7: A Google Slides presentation is generated for deals that are scheduled for a presentation, enhancing the sales process with visual aids.