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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Sales engineers waste 2-4 hours daily switching between Slack notifications and HubSpot to gather deal context, stakeholder information, and competitive intelligence before demo calls. This manual lookup process delays responses and hurts preparation quality.
You can automate instant, context-rich Slack notifications that include comprehensive deal intelligence the moment new demo requests arrive.
Deliver comprehensive deal intelligence through automated Slack alerts using Coefficient
Coefficient enables instant, context-rich Slack notifications by automatically enriching demo requests with comprehensive HubSpot deal data. Sales engineers receive complete deal intelligence, stakeholder mapping, and competitive context without manual CRM lookups.
How to make it work
Step 1. Define and import comprehensive deal context from HubSpot.
Use Coefficient’s HubSpot connector to pull critical fields: Deal basics (Name, Amount, Stage, Close Date, Probability), Company intelligence (Industry, Employee Count, Annual Revenue, Technologies Used), Stakeholder mapping (Decision Makers, Champions, Technical Contacts), and Historical context (Previous Demos, Support Tickets, Product Usage).
Step 2. Set up advanced data enrichment with multiple lookups.
Implement =hubspot_lookup(“Deal”, “Deal ID”, A2, {“Amount”, “Close Date”, “Deal Stage”, “Associated Company.Name”, “Associated Company.Industry”, “Associated Company.Annual Revenue”, “Associated Company.Number of Employees”}) for deal context. Add stakeholder intelligence using =hubspot_search(“Contact”, “Associated Company = ‘”&Company_Name&”‘ AND (Job Title CONTAINS ‘VP’ OR Job Title CONTAINS ‘Director’)”, {“First Name”, “Last Name”, “Email”, “Job Title”}).
Step 3. Configure instant alert triggers with enrichment validation.
Create new alerts in Coefficient’s sidebar with “New rows added” trigger set to hourly frequency or more frequent with paid plans. Configure alerts to fire only when enrichment formulas have populated, ensuring complete context is always included in notifications.
Step 4. Design context-rich alert templates with comprehensive intelligence.
Build detailed alert templates including Deal Overview (Name, Amount, Stage, Close Date, Probability), Company Profile (Name, Industry, Size, Revenue), Technical Requirements (Integration Needs, Current Stack), Key Stakeholders (Decision Maker, Technical Contact), and Preparation Notes (Competition, Pain Points, Success Criteria).
Step 5. Implement intelligent routing based on deal characteristics.
Route alerts using Coefficient’s conditional logic: Enterprise deals over $100K go to senior SE teams plus sales leadership, technical demos route to specialized SEs based on integration requirements, and competitive situations include competitive intelligence teams for additional context.
Transform reactive scheduling into proactive customer engagement
This automated system reduces response times from hours to minutes while increasing win rates by 23% through better preparation and context delivery. Build your intelligent alert system with Coefficient today.
