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.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
When a new Deal is created
Trigger
Merge text
Action
Send text message
Action
Steps:

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.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
Data Sync between Bardeen and your Tech Stack

"Our Sales and Ops teams can do more in less time to help serve our customers better."

Alex Bouaziz
Co-Founder & CEO at deel.
Enterprise-grade security

SOC 2 Type II, GDPR and CASA Tier 2 and 3 certified — so you can automate with confidence at any scale.

Frequently asked questions

What is Bardeen?
What tools does Bardeen replace for me?
Who benefits the most from using Bardeen?
How does Bardeen integrate with existing tools and systems?
What are common use cases I can accomplish with Bardeen?
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.