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Slack alert: high-value deal created (amount above threshold, awareness only)

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: Sales Hub Professional.

Deal3 stepsUpdated for HubSpot seat pricing
OutcomeLeadership and sales management see a Slack message the moment a deal above a set amount threshold is created, so large opportunities get visibility from day one rather than surfacing only at forecast review.
Workflow mapreporting-alerts-009
Deal is created leads to Amount > threshold?. Amount > threshold? leads to no: Exit, no alert; yes: Send Slack message to #big-deals. no yes Deal is created Amount > threshold? Exit, no alert Send Slack message to #big-deals
Deal is created leads to Amount > threshold?. Amount > threshold? leads to no: Exit, no alert; yes: Send Slack message to #big-deals. no yes Deal is created Amount > threshold? Exit, no alert Send Slack message to #big-deals

When to use it, when not to

Use it

  • Use it for early, real-time visibility on deals that matter enough to track from creation, not just at close.
  • Use it as a lightweight awareness signal, not a workflow that assigns extra review steps or approvals.
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Skip it

  • Do not use it as an approval gate. This alert is informational only; it does not block, hold, or route the deal anywhere. A deal-hygiene fiche covers approval workflows if that is the actual need.
  • Do not set the threshold so low that most deals qualify. A frequent alert trains people to stop reading it.
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The rest of this spec

Prerequisites · 3 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 · 3 numbered actions

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

Known pitfalls · 4

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

The properties JSON creates the fields in one call. The workflow JSON documents the build.

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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