Turn Salesforge positive replies into HubSpot deals and Slack alerts
When a prospect replies yes to your Salesforge outreach, spin up a HubSpot deal linked to the contact and ping your sales team in Slack.
Build me an agent workflow that turns Salesforge positive replies into HubSpot deals and Slack alerts so nothing gets lost between our outreach tool and our CRM.
Trigger: a webhook from Salesforge for positive reply events. The Salesforge webhook types I care about are positive_reply and positive reply. Ignore other reply types (like generic email_reply) unless the payload is explicitly classified as positive.
When the webhook fires, the agent should:
1. Call Get Thread on Salesforge using the thread id from the webhook payload so it can read the full email conversation, including the prospect's reply and our original outreach.
2. Take the replying prospect's email address and look them up in HubSpot. Use Search Contacts (filtering by email) or Get Contact with idProperty=email to find a match. If no HubSpot contact exists, do not create a deal, but still send the Slack alert (see step 5) and clearly note that the contact is not in HubSpot yet.
3. Dedupe check: use Search Deals in HubSpot to see if this contact is already associated with an open deal (any deal whose stage is not closed_won or closed_lost). If they have an open deal, skip creating a new one, send a lightweight Slack note pointing at the existing deal instead, and end the run.
4. Otherwise call Create Deal in HubSpot. Name the deal using the pattern "<Company> - <Contact Name>" when we know the company (from the HubSpot contact record or the email domain), or fall back to "<Contact Name> - Positive Reply". Set the deal stage to "Positive Reply" (or the closest matching stage in the default sales pipeline if that exact stage doesn't exist). Associate the deal with the HubSpot contact we found in step 2.
5. Send a Slack message via Send a Message to a designated deals channel (make the channel a configurable input). The message should include:
- Who replied (name, company, title if we have it)
- A one or two sentence quote of the buying signal pulled from the reply
- Any explicit ask the prospect made (meeting, pricing, more info, intro to someone else)
- A link to the new HubSpot deal (or the existing one if we skipped creation)
- The Salesforge sequence name so the team knows which campaign generated the reply
Inputs the workflow should expose: the Slack channel to post in, the HubSpot pipeline and stage name for new deals, and an optional list of Salesforge sequence ids to restrict the workflow to (empty means all sequences).
Keep the agent focused. Do not send emails, do not update the Salesforge thread, do not modify the contact record. Only read from Salesforge, read/write deals in HubSpot, and post to Slack.
Additional information
What does this prompt do?
- Watches Salesforge for positive replies and reads the full email thread so nothing is lost in translation.
- Finds the replying prospect in HubSpot by email, or flags them if they are not there yet.
- Creates a new HubSpot deal named after the company and contact, sets a Positive Reply stage, and links it to the contact.
- Posts a Slack alert to your deals channel summarizing who replied, the buying signal, any explicit ask, and a link to the new deal.
- Skips the workflow when the contact already has an open HubSpot deal so your pipeline stays clean.
What do I need to use this?
- A Salesforge workspace with positive reply webhooks turned on.
- A HubSpot account where you can create deals and search contacts.
- A Slack workspace and the name of the channel where your sales team wants alerts.
How can I customize it?
- Change the deal stage or pipeline (for example, use Discovery instead of Positive Reply) or tweak the deal naming pattern.
- Point the Slack alert at a different channel, or add specific teammates to be tagged when a reply lands.
- Adjust the duplicate rule, for example only skip if the contact has a deal opened in the last 30 days.
Frequently asked questions
What counts as a positive reply?
What happens if the person who replied is not in HubSpot yet?
How do we avoid duplicate deals for the same prospect?
Can we route to a different Slack channel per sales rep or region?
Do I need HubSpot Sales Hub Pro?
Related templates
Stop losing positive replies between Salesforge and HubSpot.
Connect Salesforge, HubSpot, and Slack once, and every interested prospect becomes a live deal with a heads up to your team.