CHATBOTS
Intercom demo booking creates a HubSpot deal and alerts the rep in Slack
When the Intercom bot books a Zoom demo, this flow creates or updates the HubSpot contact and deal.
How it runs
The automated pipeline, trigger to output.
- TriggerDemo booked event from the Intercom botIntercom
- ActionUpsert the contact in HubSpotHubSpot
- ActionCreate a HubSpot deal at Demo Scheduled stageHubSpot
- LogicChoose Slack channel by rep or region
- OutputPost booking summary to the rep's Slack channelSlack
What it does
Makes every chat-booked demo show up where the revenue team already works. The moment the Intercom bot confirms a Zoom demo, this flow writes the contact and a new deal into HubSpot at the right stage and drops a notification into Slack so the assigned rep can prep.
When to use it
Use this when demos booked in chat never make it into the CRM, leaving forecasts and rep prep incomplete. It is for ops teams that want booking, CRM, and team visibility to stay in sync automatically.
How it works
- 1A "demo booked" event from the Intercom booking flow triggers this pipeline.
- 2The flow upserts the visitor as a HubSpot contact using their chat-captured email.
- 3It creates a HubSpot deal tied to that contact at the "Demo Scheduled" stage with the meeting time.
- 4A logic step picks the Slack channel based on the deal's assigned rep or region.
- 5It posts the booking summary (name, company, time, Zoom link) to that Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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