This workflow is triggered when a new deal is created in HubSpot. Then, it processes the deal based on its value and stage.
This workflow is triggered when a new deal is created in HubSpot. Then, it processes the deal based on its value and stage. The first branching follows three cases: If the deal is closed and won, a message is sent in a Slack channel, so that the whole team can celebrate the success. If a presentation has been scheduled for the deal, then a Google Slides presentation template is created. If the deal is closed and lost, the deal’s details are added to an Airtable table. From here, you can analyz
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operations
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