Closed-won deal alerts

Every time a deal closes, the whole company hears about it. AI posts a celebratory message with deal size, rep, and the play that worked.

Use this template How automations work

Runs in real time Data change Delivered to Slack

Active

Trigger

Runs in real time

Instructions

When a deal in the CRM moves to closed-won, post a single Slack message in #wins with:

Delivery

Slack

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Closed-won deal alerts Runs in real time · Sent to Slack

Sample output

Closed-won — Acme Corp · $180K ARR

Owner: Maria · Cycle: 47 days (median is 52) · Plan: Growth (annual)

What worked, in Maria’s own notes: “They needed a single tool that could answer ‘which customers are most at risk this week?’ across HubSpot, Stripe, and our product DB. The Basedash demo on Apr 9 — where we joined three sources live in 8 minutes — was the turning point. Security review took two weeks, no surprises.”

This brings Q2 closed-won to $612K (28 deals), ahead of the $580K plan with five weeks left.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

When a deal in the CRM moves to closed-won, post a single Slack message in #wins with:

🎉 **<company> just closed!**
- Deal size: $<ARR> (<plan>, <term>)
- Rep: <rep name>
- Sales cycle: <days> days
- What worked: <one sentence read from the deal notes>

Keep it under 280 characters. Skip free-tier conversions and renewals — only fire on net-new paid contracts. Group multiple closes from the same rep into a single message if they happen within 30 minutes.

Data sources

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Basedash automations read across every connected source in a single run. These are the ones this template tends to use most.

Frequently asked questions

Why automate closed-won deal alerts?

Posting wins in real time builds momentum and keeps the rest of the company connected to revenue. Done well, it also documents what worked so the team can repeat it.

Should I post every closed deal?

Most teams skip free conversions and renewals to keep the channel high-signal, and only fire on net-new paid contracts. The prompt makes this configurable.

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