Every 15 minutes

Alert on large HubSpot deals

Every 15 minutes, deals over a set value that changed stage are posted to your sales channel.

Runs: Every 15 minutes
Apps: HubSpot, Slack
AI: Not needed
Access: HubSpot deals read (private app token); Slack post to one channel

Send this to your assistant

Create a ClickRuntime automation: every 15 minutes, check HubSpot for deals over $10,000 that moved to a new stage and post them to #sales.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Large deals deserve attention from more than one person. When a big opportunity moves to proposal or contract, the sales lead may want to join the call, finance may need to prepare terms, and the founder may want to send a note. In most teams, they only find out at the weekly pipeline review.

This template watches HubSpot and posts every large deal that changes stage to your sales channel, with the company, amount and new stage. The whole team sees big moves as they happen.

What you get out of it

Help arrives when it is useful
Managers can offer support, pricing approval or an intro while the deal is moving, not after it has stalled or been lost.
Shared momentum
Seeing big deals progress in a shared channel keeps the team informed and motivated, and makes wins visible.
Fewer status meetings
Pipeline updates arrive on their own, so reviews can focus on strategy instead of reading out what changed.
You choose the threshold
Set the deal size that matters for your business, so the channel only shows what is worth a look.
Works with a private app
No public HubSpot app or developer account is needed. A private app token is enough.

How it works

What happens, step by step

Every 15 minutes the script asks HubSpot for deals modified since the last check.
It keeps deals over $10,000 whose stage changed.
Each one is posted to #sales with the company, amount and new stage.

Before it runs live

Create a HubSpot private app and save its token as HUBSPOT_TOKEN
Connect Slack

What you get

RunsEvery 15 minutes

Alert on large HubSpot dealstoday, 9:00Succeeded

Slack · #salesNorthwind moved to Contract sent · $42,000

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Google Sheets
Combine it with other HubSpot and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

hubspot_large_deals.pyexample

from clickruntime import on_trigger, http, state, notify, credentials

@on_trigger
def run(event):
    H = {"Authorization": f"Bearer {credentials.secret('HUBSPOT_TOKEN')}"}
    since = state.get("since") or event.scheduled_time
    body = {"filterGroups": [{"filters": [
        {"propertyName": "hs_lastmodifieddate", "operator": "GTE", "value": since},
        {"propertyName": "amount", "operator": "GTE", "value": "10000"}]}],
        "properties": ["dealname", "amount", "dealstage"]}
    deals = http.post("https://api.hubapi.com/crm/v3/objects/deals/search", json=body, headers=H).json()
    seen = state.get("stages") or {}
    for d in deals.get("results", []):
        p = d["properties"]
        if seen.get(d["id"]) != p["dealstage"]:
            notify.slack(f"{p['dealname']} moved to {p['dealstage']} · ${float(p['amount']):,.0f}", channel="#sales")
            seen[d["id"]] = p["dealstage"]
    state.set("stages", seen)
    state.set("since", event.scheduled_time)

FAQ

Common questions

Why not instantly?

HubSpot's webhooks need a public app. Checking every 15 minutes works with a private app token. If you have a public app, the assistant can switch it to webhooks.

How many runs does it use?

About 2,900 a month at every 15 minutes. Checks that find nothing new and stop right away aren't counted.

Can I change the deal size?

Yes. Tell your assistant the amount, for example $5,000 or $50,000, and it updates the filter.

Can it alert only on certain stages?

Yes. Ask for alerts only when a deal reaches stages you choose, such as Contract sent or Closed won.

Can it mention the deal owner?

Yes. Ask your assistant to include the owner's name, or to mention them in Slack if their email matches their Slack account.

What permissions does it need?

HubSpot deals read (private app token); Slack post to one channel. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (every 15 minutes). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Daily