1.Detect new approval reaction
Integrate Slack and chat parsing tools to extract the term-sheet link and deal reference, so you can map approval details.
Update sales deal and deal folder from chat approval
Automatically detect Slack emoji reactions across team chat channels and route deal updates in HubSpot and Google Drive. This automation parses deal details, updates deal fields and stage, moves the term sheet to processing, and notifies the owner without manual CRM entry.
How this automation updates deals after chat approvals
When approval reactions hit chat but deal records and files stay out of sync, handoffs stall and data goes missing. This automation parses reaction details, updates HubSpot deals and properties, moves the term sheet file, and notifies ownersβso handoff starts quickly.
Slackor swap with your favorite app
2.Parse reaction message text
Integrate Formatter by Zapier, message parsing tools, and mapping logic to parse deal name and TS link, so you can prepare CRM updates.
Formatter by Zapieror swap with your favorite app
3.Find and update matching deal
Integrate HubSpot and CRM property mapping to search by parsed deal name and update configured fields, so deals move forward.
HubSpotor swap with your favorite app
4.Lookup owner and approver info
Integrate Google Sheets and team mapping tables to match owner IDs and Slack keys, so approver and contact fields stay accurate.
Google Sheetsor swap with your favorite app
5.Find and move term sheet file
Integrate Google Drive and folder management tools to locate the deal folder and move the TS file, so processing can begin.
Google Driveor swap with your favorite app
6.Send confirmation DM to owners
Integrate Slack and notification workflows to message the approver and deal owner with a CRM link, so handoff processing starts.
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