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.

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