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.
Real Time Support
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:
Signal to an account executive or customer success manager when a new contact on one of their companies is created
Signal to an account executive or customer success manager when a new company is assigned to them
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
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.
Signal to a support team all the support tickets that remain open from the last week