Automate Your Deal Management Workflow

Transform Your Sales Pipeline Management

Deals are the lifeblood of your business, but managing them efficiently remains a challenge. Sales teams waste countless hours on manual data entry across systems, inconsistent follow-up processes, and repetitive administrative tasks instead of closing more deals.

Our intelligent workflow solution automatically processes deals based on their value, stage, and client type - creating a seamless connection between HubSpot, Slack, and Airtable. The result? A standardized sales process that:

  • Broadcasts won deals to Slack for immediate team celebration
  • Creates presentation templates automatically when meetings are scheduled
  • Logs lost deals in Airtable for data-driven improvement analysis
  • Assigns the right priority tickets to the right team members
  • Eliminates manual data entry and improves accuracy

This presentation will show you how this workflow automation solution can save your team 95% of the time currently spent on deal management tasks while standardizing your processes and improving team collaboration.