(TRIGGER) New Deal

Triggers when a new deal is found.

(TRIGGER) New Contact

Triggers when a new contact is found.

(TRIGGER) Deal Stage Reached

Triggers when a deal enters a set stage.

(ACTION) Create New Contact

Creates a new contact in HubSpot CRM.

(ACTION) Create New Deal

Creates a new deal in HubSpot CRM.

PIPELINE

The sequence of stages a deal goes through in the sales process, from prospecting to closing.

DEAL STAGE

The specific step in the pipeline that a deal is currently in, reflecting its progress towards completion.

DEAL NAME

The title or identifier for the deal, typically summarizing the opportunity or client.

DEAL OWNER

The person or team member responsible for managing and moving the deal forward within the pipeline.

DEAL TYPE

The category or classification of the deal, which could be based on factors like new business, renewal, upsell, etc.

AMOUNT

The value of the deal, often projected revenue or contract size, that is being negotiated or closed.

PRIORITY

The level of importance or urgency assigned to a deal, helping to focus on high-value opportunities.

CLOSE DATE

The estimated or scheduled date when the deal is expected to be finalized.

FIRST NAME

The contact's first name, essential for personalizing communication and building a personal connection.

LAST NAME

The contact's last name, important for proper identification and record-keeping within the CRM system.

EMAIL

The primary email address for the contact, used as a key point of contact for marketing campaigns and correspondence.

CONTACT OWNER

The HubSpot user assigned to manage and nurture the relationship with this specific contact.

JOB TITLE

The contact's position within their organization, which provides insight into decision-making authority and needs.

LIFECYCLE STAGE

The current phase of the contact within the customer journey, from initial awareness to loyal customer, informing targeted marketing efforts.

LEAD STATUS

The status indicating the contact's level of qualification and readiness to proceed through the sales funnel, guiding sales engagement strategies.

Create task from new deal

Automatically create a new task in Taskade whenever a new deal is found in HubSpot.

Notify team of new contacts

Send notifications to the team whenever a new contact is added in HubSpot.

Assign tasks based on deal status

Automatically create tasks in Taskade for specific team members based on the status of deals in HubSpot.

Create follow-up reminders

Generate follow-up tasks in Taskade based on deal close dates in HubSpot.

Sync customer information

Sync new customer information from HubSpot to Taskade to keep the team updated.

Track deal progress

Create tasks to track the progress of deals in HubSpot through their various stages.