The Troops integration with HubSpot enables sales, customer success, marketing, and support teams to receive signals and take action right from Slack and Microsoft Teams.

Supported Objects:

Object Name

Real Time Support

Scheduled Support

Contacts

Yes

Yes

Companies

Yes

Yes

Deals

Yes

Yes

Tickets

Yes

Yes

This guide details some top real-time and scheduled signal use cases your team can leverage. As always, you can customize any of these signals to your team’s use case:

Real-Time

New Contact

Signal to an account executive or customer success manager when a new contact on one of their companies is created

New Company

Signal to an account executive or customer success manager when a new company is assigned to them

New Ticket

Signal to a support agent when a new ticket has been added

Deal Stage, Close Date, or Amount Changes

Signal to a sales manager or a channel when key deal data changes

Deal Won/Loss Reason Missing

Signal to a sales manager or account executive when a deal has been closed but doesn’t include a won/loss reason

Scheduled

Contacts from a Campaign

Signal to a marketing manager all of the contacts created from a campaign

New Unworked Contacts

Signal to a marketing or sales manager all unworked contacts from the past week

Upcoming Close Dates

Signal to a sales team all deals that are set to close in the next week, month, etc.

Deal Next Steps

Signal to a sales team all the next steps for deals projected to close in the next week, month, etc.

Open Tickets

Signal to a support team all the support tickets that remain open from the last week

Did this answer your question?