HubSpot
Stale Deal Alert
Flag HubSpot deals that haven't closed and may need attention.
Email alertLog to Google Sheet
HubSpot
High-Value Company Alert
Surface your best opportunities automatically. This automation scans HubSpot company records daily and identifies any with annual revenue above a threshold you configure. Get an email alert and a log in Google Sheets so your account team can prioritize high-value outreach.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Annual Revenue is greater than $1,000,000
Schedule
Once a day
Brooked checks your HubSpot data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Log to Google Sheet
Append triggered rows to a Google Sheets tab for tracking and audit.
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Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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