Create Automated Workflow to Monitor Engagements on HubSpot and Take Prompt Actions
Monitor your leads and prospects engagement via workflow automations on HubSpot. Create tasks for your team, and track each task till resolution
Automation Workflows to start monitoring engagements in HubSpot
Record engagement activities from HubSpot into Airtable.
Monitor engagements in HubSpot and create tasks in Asana.
Log engagements tracked in HubSpot as tasks in ClickUp.
Update a ClickUp folder for engagements tracked in HubSpot.
Monitor engagements in HubSpot and register them as Freshdesk tickets.
Watch engagements in HubSpot and update Google Sheet rows.
Register a ticket on Intercom Help Desk to monitor engagements from HubSpot.
Register a Jira ticket to monitor engagements from HubSpot.
Monitor engagements on HubSpot and send relevant notifications via chat or channel messages on Microsoft Teams.
Monitor engagements on HubSpot and handle multiple columns in monday.com.
Monitor engagements on HubSpot and add updates in monday.com.
Monitor engagements on HubSpot and add items in monday.com.
Monitor engagements on HubSpot and create/update database item on Notion.
Stay informed about HubSpot engagements with direct messages or channel messages on Slack.
Set up Trello boards to monitor engagements through HubSpot.
Create a Zendesk ticket for monitoring engagements on HubSpot.
Log a ticket on Zoho Desk for monitoring engagements on HubSpot.
Monitor HubSpot Engagements with Automation Combined with Power of Ticketing
Workflow to monitor engagements in HubSpot, and automatically create tasks for each alert for your team to work on.
Get notified of every new and updated engagements on HubSpot
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 engagements in HubSpot
Convert alerts to tasks and track them for proactive action
Set up escalation rules and resolve tasks across any tool
Don't miss out on high-priority, time-sensitive issues
Create playbooks and custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
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
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert notifications to tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing