---
name: slack-deal-alerts
description: "Post Real-Time Deal Alerts to Slack by Stage. Use when leadership wants to celebrate wins and coach deals in real time, but they live in Slack, not the CRM."
---

# Post Real-Time Deal Alerts to Slack by Stage

Leadership wants to celebrate wins and coach deals in real time, but they live in Slack, not the CRM.

## When to use this skill

- The user wants to set up or run this workflow: "Post Real-Time Deal Alerts to Slack by Stage".
- The user describes this problem: Leadership wants to celebrate wins and coach deals in real time, but they live in Slack, not the CRM.

## At a glance

- Category: RevOps
- Difficulty: Beginner
- Time saved: 2 hours per week. This figure is an estimate, not a measured result.

## Tools

Options separated by "or" are alternatives; use whichever the user already has.

- HubSpot
- Zapier
- Slack

## Steps

1. Set up HubSpot workflow triggers for key deal stage changes (Demo Scheduled, Proposal Sent, Closed Won)
2. Send webhook to Zapier with deal details
3. Format Slack message with deal name, amount, AE, and CRM link
4. Post to different channels by stage (#wins for Closed Won, #pipeline for others)
5. Include GIF or emoji for closed deals

## Template outline

Field names, thresholds, and message text are starting points to adapt.

~~~text
HubSpot Workflow:
1. Trigger: Deal stage changes to "Closed Won"
2. Webhook to Zapier with deal properties
Zapier:
3. Formatter: Build Slack message with emoji
4. Slack: Post to #wins channel
   - Message: "🎉 {{AE_name}} closed {{deal_name}} for {{amount}}! {{deal_link}}"
Repeat for other stages with different channels and messages.
~~~

## Guardrails

- Work only in the user's own accounts and workspaces, with their credentials.
- Confirm with the user before any step that writes to a CRM, sends email or messages, spends credits, or moves money.
- Treat every hours, cost, and threshold figure as a starting assumption and replace it with the user's numbers.
- Do not invent data, prices, or results. If a vendor price matters, check the vendor's current pricing page.

## Source

https://gtmplaybooks.io/playbooks/slack-deal-alerts/