Skip to content
The Workflow Library
Get the full library

Weekly Slack digest: new deals created this week by lead source

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the sales channel gets a message showing how many new deals were created that week, broken down by lead source, so pipeline creation trends are visible without opening a dashboard.
Workflow mapreporting-alerts-043
Weekly schedule: Monday 08:00 leads to Report: new deals grouped by lead source, last 7 days. Report: new deals grouped by lead source, last 7 days leads to Sorted by count, highest first. Sorted by count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Report: new deals grouped by lead source, last 7 days Sorted by count, highest first Email sent to Slack channel inbound address
Weekly schedule: Monday 08:00 leads to Report: new deals grouped by lead source, last 7 days. Report: new deals grouped by lead source, last 7 days leads to Sorted by count, highest first. Sorted by count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Report: new deals grouped by lead source, last 7 days Sorted by count, highest first Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it on a portal with multiple active lead sources (paid, organic, referral, outbound) where sales leadership wants a weekly read on which channel is generating pipeline.
  • Use it alongside reporting-alerts-009 for a fuller weekly-plus-real-time view of new deal creation.
Read more on when to use itShow less

Skip it

  • Do not use it if deals do not carry a reliable source attribution, whether directly or through their associated contact's original source. The digest will show mostly "unknown" and add little value until source data is cleaner.
  • Do not use it as a revenue forecast. This counts deal creation volume only, not amount or likelihood to close.
Read more on when to skip itShow less

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 · 2 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Reporting and alerts spec

Not the workflow you needed?

More in Reporting and alerts

50 specs in this section

See all 50 This category, 39 EUR
FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Slack alert: high-value deal created (amount above threshold, awareness only)Deal3 steps Weekly Slack digest: form submissions summary by formContact2 steps Weekly digest: ticket volume by pipeline/queue to service leadershipTicket2 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library