This is a follow-up post for the guide on how to Set up a Hubspot sales gong using Gleebeam and Zapier. Read it to understand the context assumed below.
1. Edit the notification template
Start by editing your notification template in the Templates view on in your Gleebeam account. As you can see in the screenshot below, I’ve added two text layers to the template.
- A static text layer that contains the word ‘Revenue’
- A dynamic text layer that will hold the closed deal amount. I’ve given this layer a name of ‘Revenue’
💡 Make text or image layers dynamic if you’d like to pass custom data to them with each notification.
Save & Exit the template and open the automation data of the template. You’ll see that you can now send the value for a ‘revenue’ field with every notification.
Let’s now edit the zap that triggers these notifications to also include information about the deal size so that it’s shown with each notification.
2. Update notification zap on Zapier
In the Customize Post section of your zap’s trigger action, add a new Data row.
Type the name of the new notification field we added on Gleebeam and choose the Hubspot deal amount as the value for this field. Add the currency before it if you want to make it look more like an amount of money!
Now with every notification trigger, Zapier will also pass the deal amount to Gleebeam, which should always be reflected in the notifications you receive on the Gleebeam dashboard.