HubSpot deal quote → one-click Slack approval
A new quote on a HubSpot deal posts to a Slack channel where leadership can approve or reject in one click — Carly updates the deal either way.
The workflow at a glance
How this workflow works, step by step
- 1 Trigger Quote created
The workflow starts when HubSpot signals "quote created". Carly is listening continuously, so the run begins within seconds of the event.
- 2 LLM Summarize terms
An LLM step does the thinking: summarize terms. Carly picks the right model for the job and you can swap models per step if you need to.
- 3 Action Post for approval
Finally Carly takes action in Slack: post for approval. This is the thing that actually moves the world.
- 4 Wait Wait for click
Carly pauses here. Wait for click. The workflow resumes the moment the wait condition is met — a reply, a timer, an external signal.
- 5 Action Update deal
Finally Carly takes action in HubSpot: update deal. This is the thing that actually moves the world.
When to use this template
- You want this work to happen consistently without anyone remembering to do it.
- You're already using HubSpot and Slack, and the manual version of this is eating real minutes a week.
- You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.
When not to use it
- This task only happens once or twice a month — the setup cost won't pay back.
- The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
- Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.
Build it in 10 minutes — copy this prompt
Paste this in an email to and Carly will build the workflow for you.
Hey Carly — please build me this workflow. Name: HubSpot deal quote → one-click Slack approval What it should do: A new quote on a HubSpot deal posts to a Slack channel where leadership can approve or reject in one click — Carly updates the deal either way. Steps: 1. Trigger: Quote created 2. LLM: Summarize terms 3. Action: Post for approval 4. Wait: Wait for click 5. Action: Update deal Tools to wire up: HubSpot, Slack Set it live once you've got it working. Thanks!
Apps you'll connect
Carly authenticates these for you over OAuth when she sets up the workflow.
Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "HubSpot deal quote → one-click Slack approval" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating HubSpot.
Can I edit this template after Carly builds it?
Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.
What if I use a different tool than the ones in this template?
Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.
Does this run automatically once it's built?
Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.
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