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.

7/8/2025
10 nodes
Medium
manualmediumhubspotslackairtablegoogleslideshubspottriggerlogicroutingconditionalcommunicationnotification
Categories:
CRM & SalesCommunication & MessagingData Processing & AnalysisCreative Content & Video AutomationManual TriggeredMedium Workflow
Integrations:
HubspotSlackAirtableGoogleSlidesHubspotTrigger

Target Audience

  • 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.

    • Problem Solved

  • 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.

    • Workflow Steps

  • 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.

    • Customization Guide

  • Adjust Deal Stages: Users can modify the deal stages in the Switch node to match their specific sales processes.
    - Change Notification Channels: Update the Slack channel in the Slack node to direct notifications to a different team or project channel.
    - Modify Ticket Priority: Users can change the criteria for high and low-priority tickets in the IF node based on their organizational needs.
    - Customize Airtable Fields: Alter the fields in the Airtable node to capture any additional information relevant to lost deals.
    - Presentation Content: Tailor the content and format of the Google Slides presentation by adjusting the parameters in the Google Slides node.