Celebrate closed-won deals and start onboarding

A won deal is the moment the work changes hands. This watches HubSpot for deals that reach Closed won and tells the team in Slack straight away, with the company, the amount and the deal's owner.

It also creates an onboarding task in Asana, due in 3 working days, so the handover to customer success doesn't depend on someone remembering to ask.

HubSpotWhen a deal reaches Closed won. Save it as deal.When a deal reaches Closed won. Save it as deal.

Congratulations post to #winsSend message to channel. Save it as win_message.:tada: Congratulations! deal.company_name just closed for deal.amount_display. Deal owner: deal.owner_name.Slack

Onboarding task for customer successCreate task 'Onboard deal.company_name'. Save it as onboarding_task. Due in working days: 3New customer from the closed deal deal.dealname (deal.amount_display). Deal owner: deal.owner_name.Asana