Library / Reporting and alerts / reporting-alerts-001

Slack alert: deal marked Closed Won (revenue milestone notification)

Reporting and alerts Sales Hub Professional Deal Simple ~20 min to build

Outcome. The sales team sees a Slack message the moment a deal is marked Closed Won, so wins are visible in real time without opening the CRM.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Deal stage changes to Closed Won] --> B{Amount > 0?}
    B -->|no| Z[Exit, no alert]
    B -->|yes| C[Send Slack message to #wins]
    C --> D[Set reporting_alerts_notified = true]

When to use it / when not to

What the full spec adds

  • Prerequisites: 3 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 4 numbered actions with their parameters, branches and delays
  • Known pitfalls: 4 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.