Create Automated Workflow to Monitor HubSpot Deals and Take Prompt Actions
Monitor new deals, SDR handoffs and deal property changes via workflow automation on HubSpot. Create tasks for your team, and track each task till resolution
![Create Automated Workflow to Monitor HubSpot Deals and Take Prompt Actions](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a83d5888ee2ba09494a1_6644a356cf7169fb6233f067_Monitor%2520deals%2520%25F0%259F%2591%25A8%25E2%2580%258D%25F0%259F%258C%25BE.png)
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Automation Workflows to start monitoring deals in HubSpot
Monitor HubSpot Deals with Automation Combined with Power of Ticketing
Workflow to monitor deals in HubSpot, and automatically create tasks for each alert for your team to work on.
Get notified of every new and updated deals on HubSpot
![](https://cdn.prod.website-files.com/6225e5b7030c490064f3dfea/65cde9544a7f3234a0dc7f0e_multiple%20data.png)
Pre-built template to get started quickly
Get started without engineering dependency
Connect HubSpot with Slack, Zendesk and 30+ other tools
Create tasks/tickets for new or updated deals in HubSpot
![Get notified of every new and updated deals on HubSpot](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a83d5888ee2ba094948d_663e042f1f7b0a8661f15586_663df674c013b0bbf6fd40db_MD%2525201.png)
Convert alerts to tasks and track them for proactive action
![](https://cdn.prod.website-files.com/6225e5b7030c490064f3dfea/65cdeb0d72f83a275d6f762f_realtime%20alerts.png)
Set up escalation rules and resolve tasks across any tool
Don't miss out on high-priority, time-sensitive issues
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Create playbooks and custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
![Convert alerts to tasks and track them for proactive action](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a83d5888ee2ba09494b0_663e042f1f7b0a8661f1558c_663df6759281fcabdfc71388_MD%2525202.png)
Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
![Setup human-in-the-loop workflows and analyze insights](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a83d5888ee2ba09494cd_663e042f1f7b0a8661f1558f_663df67444a96d5459affbbc_MD%2525203.png)
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
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Convert notifications to tasks
Ensure that necessary action is taken
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Optional SQL Editor
For cases that involve complex business logic
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Action buttons
Help your team take manual actions
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Multi-Step Playbooks
Custom status to track progress on each action
![](https://cdn.prod.website-files.com/6225e5b7030c490064f3dfea/65cc5eff585d6f8bf8de00bd_schedule%20reports.png)
3 levels of Escalation
Ensure tasks are prioritized and done on time
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Insights on Team Performance
Measure how your team is performing