Sales & Lead Management

Notify Owner of Contact Update

Check for contacts in HubSpot that have been modified in the last hour. For each updated contact, find the contact owner's email, look up their Slack user, and send them a direct message saying "Heads up: The record for your contact, [Contact Name], was just updated."

Copy this command

Go to templates

Other Relevant Templates

List HubSpot Deals

List all HubSpot deals in the 'Negotiation' stage with close dates this month.

HubSpot

View Template

Show Me All New Leads created to HubSpot in the past 7 days

Show me all new leads created to HubSpot in the past 7 days.

HubSpot

View Template

Flag Stale Deals for Follow-up

Search for HubSpot deals in the '[Sales Pipeline]' that have not been modified in the last '[14]' days. For each deal found, update its '[Follow-up Status]' custom property to '[Needs Attention]'.

HubSpot

View Template

Standardize Company Location Data

Search all company records in HubSpot where the 'Country' field is set to '[United States of America]'. For all matching records, update the 'Country' field to '[USA]' to ensure data consistency.

HubSpot

View Template

Prioritize New Leads by Job Title

Search for new contacts created in the last hour whose 'Lead Score' property is empty. If a contact's 'Job Title' contains '[Director, VP, or C-Level]', update their custom 'Lead Score' property to '[100]'.

HubSpot

View Template