Integrations used
Time saving
2 min
Action
Send
description
This automation will send an SMS message when a new deal is created in HubSpot. It will include the deal information in the message.
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.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Install the Chrome extension for free.
When HubSpot Deal is created
Trigger
Merge text
Action
Send text message
Action
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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.
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..
Available actions & triggers
Create HubSpot Contact
Action
Create HubSpot Company
Action
Create HubSpot Ticket
Action
When HubSpot Contact is created
Trigger
Delete HubSpot Company
Action
When HubSpot Product is created
Trigger
Get HubSpot Company
Action
Create HubSpot Product
Action
Get HubSpot Contact
Action
When a new Product is created
Trigger
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