Sales and CRM
Read CRM records and update supported sales and support work.
Slack Marketplace approvedBacked by
OpenTag + HubSpot
Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your HubSpot connection, then brings the result back to the channel or DM where the work started.
The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.
Open Integrations in OpenTag, select HubSpot, and authorise the account you want to use.
Check the sharing and read or write choices shown for that account before completing the connection.
Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.
Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.
Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.
Find deals expected to close this month that have no recent activity or next step.
HubSpotSlack“Every weekday at 08:30 [timezone], find HubSpot deals due to close this month with no recent activity or next step. Post the owner, amount, and deal link in #sales.”
Group open HubSpot tickets by age and theme and call out requests without an owner.
HubSpotSlack“Every morning at 08:30 [timezone], group open HubSpot support tickets by age and theme, call out any without an owner, and post links to the oldest requests in #support.”
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