Closed-won HubSpot deal to Basecamp kickoff project

By General Input

When a deal moves to closed-won in HubSpot, automatically spin up a Basecamp project with a kickoff to-do list and announce the handoff in Slack.

Integrations

  • HubSpot
  • Basecamp
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that turns a closed-won deal in HubSpot into a fully scaffolded delivery kickoff: a brand-new Basecamp project for the client, a populated kickoff to-do list, and a handoff announcement in Slack.

Trigger: an incoming webhook from HubSpot fired when a deal's deal-stage property changes to my closed-won stage. Let me configure which stage value (or values) counts as closed-won, since that varies by pipeline. Ignore webhook events for any other stage change.

When the webhook fires, the agent should:

1) Call HubSpot Get Deal on the deal ID from the webhook to pull the deal name, amount, close date, deal owner, pipeline, stage, and any custom scope fields I have on deals.

2) From the deal's associated company, call HubSpot Get Company to pull the company name, domain, industry, and primary contact details. If there is no associated company, fall back to the deal name for the client name.

3) If needed, call HubSpot List Owners (filterable by email) to resolve the deal owner's name and email for the announcement.

4) Call Basecamp Create a Project named after the client (for example, "Acme Co. – Kickoff") with a short description that includes the deal amount and a link back to the HubSpot deal record.

5) Call Basecamp Get a Project on the new project to read the dock and grab the todoset ID.

6) Call Basecamp Create a To-Do List on that todoset named "Kickoff".

7) Call Basecamp Create a To-Do once per item in my kickoff template, with realistic due dates relative to today. Default template (let me edit this):

• Send welcome email to client (due today)

• Schedule kickoff call (due in 2 days)

• Confirm contract countersign and store in project (due in 3 days)

• Requirements gathering session (due in 5 business days)

• Internal sales-to-delivery handoff doc (due in 5 business days)

• Project plan and milestones drafted (due in 10 business days)

Each to-do should include a short description tailored to this client (use the deal amount, scope fields, and company name to personalize where it helps).

8) Call Slack Bot Send a Message to my configured sales-to-delivery channel (default: #sales-to-delivery, let me change it) with a clean handoff post that includes the client name, deal amount, deal owner, the assigned project lead, and the Basecamp project URL. Use Slack mrkdwn formatting, not standard Markdown.

Guardrails: before creating a new Basecamp project, check whether a project already exists for this deal (by searching project names for the client name plus deal name, or by storing the HubSpot deal ID in the project description and checking for it). If one exists, skip the project and to-do creation and just post the Slack handoff with a note that the project already existed. This prevents duplicates if a deal flips in and out of closed-won.

Configuration knobs I want to be able to edit without rewriting the workflow:

• The HubSpot deal-stage value(s) that count as closed-won

• The Slack channel the announcement goes to

• The kickoff to-do template (items, descriptions, and due-date offsets)

• Optional: a default Basecamp assignee for each to-do

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