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Celebrate closed-won deals and start onboarding
When a HubSpot deal is won, cheers it in Slack and opens an onboarding task in Asana.
On deal stage reached in HubSpot3 apps3 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotDeal stage reached triggerStarts when a deal reaches Closed won, and brings its company, amount and owner.
- 2SlackSend messagePosts the congratulations in the channel you choose.
- 3AsanaCreate taskCreates the onboarding task, due in 3 working days.
How it works
What happens on each run, in plain English.
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.
hubspotslackasanaonboarding
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