1.Triggers on new deal created
Integrate HubSpot and CRM field mapping to capture new deal details and to start the alert message workflow.
Send new deal alert to your sales channel
Automatically watch for new deal created in HubSpot across HubSpot, Formatter by Zapier, Slack, and Zapier Tables. Get instant alerts when deals are logged, owners are identified, or close dates are capturedβso you can share deal context, keep audit trails, and avoid manual reporting.
How this automation alerts your sales channel fast
When new deals get created, delays can stall outreach and leave your sales team without timely context. This automation maps deal fields, finds deal owners, formats details, sends a Slack alert, and logs it to Zapier Tablesβso your team can act on every deal immediately.
HubSpotor swap with your favorite app
2.Finds deal owner by owner ID
Integrate HubSpot and CRM enrichment to look up the owner and to populate owner name for the alert message.
3.Formats amount and close date
Integrate Formatter by Zapier and data formatting tools to standardize currency and date for consistent message display.
Formatter by Zapieror swap with your favorite app
4.Sends deal alert to channel
Integrate Slack and team communication tools to post the formatted deal summary to your configured sales channel.
Slackor swap with your favorite app
5.Creates a logged alert record
Integrate Zapier Tables and audit logging to create a compact row for each alert and to support handoff.
Zapier Tablesor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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