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Weekly Slack roundup: deals closed won this week (team wins digest)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Deal1 stepUpdated for HubSpot seat pricing
OutcomeOnce a week, the sales channel gets one Slack message listing every deal closed won that week with the total revenue, instead of scrolling through individual real-time alerts.
Workflow mapreporting-alerts-004
Scheduled trigger: Monday 08:00 leads to Custom code: query Closed Won deals, last 7 days. Custom code: query Closed Won deals, last 7 days leads to Any deals found?. Any deals found? leads to yes: Format summary with names, amounts, total; no: Format fallback: No deals closed this week. Format summary with names, amounts, total leads to POST message to Slack webhook. Format fallback: No deals closed this week leads to POST message to Slack webhook. yes no Scheduled trigger: Monday 08:00 Custom code: query Closed Won deals, last 7 days Any deals found? Format summary with names, amounts, total Format fallback: No deals closed this week POST message to Slack webhook
Scheduled trigger: Monday 08:00 leads to Custom code: query Closed Won deals, last 7 days. Custom code: query Closed Won deals, last 7 days leads to Any deals found?. Any deals found? leads to yes: Format summary with names, amounts, total; no: Format fallback: No deals closed this week. Format summary with names, amounts, total leads to POST message to Slack webhook. Format fallback: No deals closed this week leads to POST message to Slack webhook. yes no Scheduled trigger: Monday 08:00 Custom code: query Closed Won deals, last 7 days Any deals found? Format summary with names, amounts, total Format fallback: No deals closed this week POST message to Slack webhook

When to use it, when not to

Use it

  • Use it when the team wants a single weekly recap instead of, or in addition to, the real-time per-deal alert in reporting-alerts-001.
  • Use it when leadership wants a lightweight, always-on wins cadence without opening a dashboard.
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Skip it

  • Do not expect a pure no-code build. Standard HubSpot workflows enroll and act per record; they cannot natively loop over many records and compose one combined message. This fiche uses a scheduled workflow with a custom code action to do that aggregation. If custom code is not available, use the native alternative in Variants instead.
  • Do not use this as the only visibility mechanism if deals close infrequently. A weekly digest that is empty most weeks trains people to stop reading it; pair it with the real-time alert for high-value wins.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 1 numbered action

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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