How to automate a weekly pipeline report with HubSpot and Slack

Why automate your pipeline report?

Sales leaders spend hours every week manually exporting deals from HubSpot, formatting spreadsheets, and pasting updates into Slack. This is time that should be spent coaching reps and closing deals.

An automated weekly pipeline report connects HubSpot to Slack and handles the whole cycle:

• Pulls live deal data from HubSpot on a weekly schedule
• Calculates key metrics (pipeline value, stage conversion, velocity)
• Formats a clean summary with the numbers your leadership team cares about
• Delivers it to a Slack channel so the whole team sees it without asking

What you'll need

Key metrics to track

Choose your approach

Select an approach below to see a full step-by-step guide for building this report.