New deals should not sit in your CRM while your team guesses what to do next. This automation reacts to every new HubSpot deal and assigns the next step. It alerts the team, prepares slides for meetings, logs lost deals, and creates support tickets for follow up.
Here is how it works. A HubSpot event starts the flow when a deal is created. The workflow pulls full deal details, saves key fields, and then checks the deal stage. Closed won sends a Slack message to the deals channel. Presentation scheduled creates a Google Slides deck with the deal name. Closed lost writes a row to an Airtable table for loss review. At the same time, a value and type check decides ticket priority in HubSpot Service Hub, so high value new business gets a high priority ticket.
You only need to connect HubSpot, Slack, Airtable, and Google Slides. Set the Slack channel, Airtable base and table, and confirm your HubSpot property names. Expect shorter handoffs, faster follow up on big deals, and clean reporting on losses. This is useful for sales and revenue teams that want clear steps for each outcome.