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Deal Data Hygiene Workflow | Recurring Workflow

Send a weekly list of deals that don't have a close date added

Data hygiene for your deal pipeline is important. If you're seeing that the deals in your HubSpot CRM are not being updated with a Close Date, use this Sidekick workflow to bring the list in Slack. And have you Sales team update all Deals in one go.

Use This Workflow

Customize Message

Create the message you want Sidekick to send. Choose the properties to populate with data along the message.

Create Your CTA

Choose the properties you want to update from Slack and the Call to Action buttons available with every message.

Choose Where to Publish

Choose whether to send this message to a Slack channel, as a Direct Message or to a group of users on Slack.

Your Sales Team Will Love Sidekick

Never miss a new inbound lead.

Never miss a new inbound lead.

Update contact properties from Slack.

Update contact properties from Slack.

Qualify or Assign leads right from Slack.

Qualify or Assign leads right from Slack.

Create Notes or Tasks for a lead from Slack itself.

Create Notes or Tasks for a lead from Slack itself.

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