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Account handoff when deal stage is updated

Automate account handoffs by sending notifications, creating sales decks, and setting up tasks in Asana when deals reach the “qualified to buy” stage.

Impact

⬆️ Close deals faster: Speed up the deal approval process to close deals faster.

⬆️ Sales efficiency: Ensure all necessary approvals are obtained without manual follow-ups.

⬆️ Easier pipeline reporting: Provide transparency into the approval process for all stakeholders.

About this workflow

Problem

Teams can struggle to efficiently manage the handoff processes, whether that is handing off leads or customer support tickets. Delays and miscommunications can result in lost deals, inaccurate information, dissatisfied customers, and frustrated team members.

Solution

An automated account handoff Zap that connects the different tools in your tech stack to streamline handoffs, notifications, task creation, and documentation. This ensures quick, seamless transitions, keeps all relevant parties informed and prepared, and pushes everything forward, whether that is a deal, a support ticket, or anything in between.

How it works

When

A deal is marked as "qualified to buy" in HubSpot.

Then

Notify the new account manager via email and Slack.
Create a customized sales deck in Google Slides using a predefined template.
Generate a new project in Asana with tasks for the handoff process.

When

A deal is marked as "qualified to buy" in HubSpot.

Then

Notify the new account manager via email and Slack.
Create a customized sales deck in Google Slides using a predefined template.
Generate a new project in Asana with tasks for the handoff process.

When

A deal is marked as "qualified to buy" in HubSpot.

Then

Notify the new account manager via email and Slack.
Create a customized sales deck in Google Slides using a predefined template.
Generate a new project in Asana with tasks for the handoff process.

💡 Tips

Use the apps that work for you: While this workflow uses HubSpot, Gmail, Slack, Google Slides, and Asana, you can customize it with other CRMs (like Salesforce or Pipedrive) or project management tools (like Trello or ClickUp) that Zapier supports.

Webhooks to capture the data you need: Sometimes the data or fields you need aren't available out of the box in the Zapier integration. In situations like that, use webhooks to capture the data you need.