Send an SMS message when a HubSpot deal is created

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. 

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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. 

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

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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.

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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.

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Step 2: Try it!

Make sure the automation is activated (toggled on).

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

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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.

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💪 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!

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

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

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

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