1.Detect deal property changes
Integrate HubSpot and CRM data tools to retrieve deal fields and map them to message tokens.
Notify team when a deal hits invoiced stage
Automatically monitor deal property change events across HubSpot and Microsoft Teams. Send instant messages when a deal enters invoiced stage, changes pipeline, or qualifies for notification—so you can alert the team, share deal context, and include record links without manual monitoring.
How this automation accelerates invoiced stage follow-up
When deal property changes and invoiced items require fast action, delays can slow planning and compliance work. This automation filters qualifying records and sends contextual Microsoft Teams messages—so your team can respond immediately.
HubSpotor swap with your favorite app
2.Filters qualifying invoiced deals
Integrate Filter by Zapier and workflow rules to continue only for the configured pipeline and invoiced stage.
Filter von Zapieror swap with your favorite app
3.Sends channel message in Teams
Integrieren Sie Microsoft Teams and team messaging tools to send a channel message in deal context and record links.
Microsoft Teamsor swap with your favorite app
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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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 — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
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