Bardeen
SMS
HubSpot
Workflow Template

Send an SMS message when a HubSpot deal is created

This automation will send an SMS message when a new deal is created in HubSpot. It will include the deal information in the message.
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When HubSpot Deal is created
Trigger
Merge text
Action
Send text message
Action

How does this automation work?

Bardeen's playbook seamlessly connects HubSpot's deal creation to instant SMS notifications, empowering sales teams to act quickly on new opportunities. In today’s fast-paced sales environment, immediate notification of new deals can make the difference in closing sales and creating lasting customer relationships. This workflow allows for real-time communication, ensuring that no opportunity slips through the cracks.

Here's how this workflow notifies you via SMS when a deal is created in HubSpot:

  • Step 1: Deal Created in HubSpot - As soon as a new deal is created in HubSpot, which helps businesses manage sales and customer relationships, this step prepares a notification to be sent.
  • Step 2: Merge Deal Information - Bardeen then merges the deal information into a text format to include all relevant details in the SMS message.
  • Step 3: Send SMS Message - Finally, an SMS is sent to the specified receiver with the deal information. This allows sales professionals to take immediate action on new deals.
Run this HubSpot automation with Bardeen in minutes.

How to run the workflow

Looking for a way to stay on top of new deals in HubSpot without constantly checking your inbox? We've got just the solution! This automation takes the hassle out of deal notifications by seamlessly sending an SMS message whenever a new deal is created. 

Say goodbye to the inconvenience of manual notifications and the risk of missing important updates. Whether you're a sales professional wanting to respond swiftly to new opportunities or a team member who needs real-time deal updates on the go, this automation has you covered. 

Stay connected and informed without the extra effort. With this automation in place, you can focus on closing deals while ensuring prompt communication. 

Let’s set it up!

Step 1: Set up the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot.

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Bardeen will then prompt you to enter a phone number to send the text message.

Step 2: Try it!

Make sure the automation is activated (toggled on).

The automation will trigger when a new deal is created in HubSpot.

Bardeen will send information like HubSpot deal name, deal stage, deal amount, close date and the link to the HubSpot deal as a WhatsApp message to the phone number you specified in step #1.

💪 Pro Tip: Pair this automation with our other playbooks like Send an SMS with the current meeting link or Send the current page URL to a phone as an SMS to stay informed on the go!

You can also edit the playbook and add your next action to further customize the automation.

Find more SMS integrations and  HubSpot integrations and SMS and HubSpot integrations.

You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow..

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send an SMS message when a HubSpot deal is created
Send an SMS message when a HubSpot deal is created
Send an SMS message when a HubSpot deal is created
Types:
Both
Actions
Triggers
When HubSpot Contact is created
When HubSpot Contact is created
Trigger
Send text message
Send text message
Action
Open Wikipedia
Open Wikipedia
Action
Delete HubSpot Product
Delete HubSpot Product
Action
Split full name
Split full name
Action
Convert html to text
Convert html to text
Action
Merge text
Merge text
Action
Open all links from text
Open all links from text
Action
Convert date / time to text
Convert date / time to text
Action
Get numbers divided
Get numbers divided
Action
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