SALES
Deal-Desk Quote Intake Form to Monday Triage
Accepts non-standard discount requests submitted through a web form, enriches them with HubSpot account data.
How it runs
The automated pipeline, trigger to output.
- TriggerDiscount request submitted via web formHTTP webhook
- ActionEnrich with HubSpot account dataHubSpot
- LogicSelect Monday triage stage by discount and segment
- ActionCreate enriched Monday triage cardmonday.com
- OutputPost intake summary to Slack channelSlack
What it does
Reps without Salesforce access submit discount exception requests through a form. This workflow takes the webhook payload, looks up the account in HubSpot to attach deal size and tier, and lands a fully populated card on your Monday deal-desk board in the correct intake stage.
When to use it
Ideal for teams that route discount asks through a lightweight intake form rather than a CRM screen, and want every request enriched and triaged before a human sees it. It removes back-and-forth on missing context.
How it works
- 1A form submission posts to an HTTP webhook with the deal, requested discount, and account name.
- 2The workflow queries HubSpot for the matching company to pull current ARR, segment, and owner.
- 3A logic step picks the Monday triage stage based on requested discount and account segment (e.g. strategic accounts skip to expedited review).
- 4It creates the Monday item with enriched fields and assigns the deal-desk owner.
- 5The output posts a summary to the deal-desk Slack channel for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect monday.comVisual work management for teams.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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