Watch Freshsales
Watches Freshsales for when a deal or contact changes.
Workflow with Beagle
Hand off a closed deal.
Beagle watches Freshsales for when a deal or contact changes, update the record and recap the base in Airtable, then posts it to Microsoft Teams - and waits for your nod before anything goes out.
How it runs.
One teammate across every tool. No zaps to build, no tabs to switch.
Act Airtable
Update the record and recap the base in Airtable.
Tell Microsoft Teams
Posts it to Microsoft Teams and holds for your nod.
What it feels like.
When a deal or contact changes
Beagle runs the whole hand off a closed deal for you - update the record and recap the base in Airtable, then posts it to Microsoft Teams and holds for your nod. You review it in Microsoft Teams and approve in one tap.
Ask across the whole stack, in plain language
"Where did this one get stuck?" Beagle answers from Freshsales, Airtable and Microsoft Teams together, in the channel, with the receipts attached.
Nothing fires without you
Beagle drafts every step and holds the final send in Microsoft Teams for your nod. Correct it once and it remembers for next time.
Common questions.
Can Beagle run this hand off a closed deal across Freshsales, Airtable and Microsoft Teams?
Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
Do I need Zapier, Make or a workflow builder?
No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.
Is it secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Microsoft Teams until you approve it.
Can I change the steps or the tools?
Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.
Same job, your tools.
- Salesforce to Notion to Slack
- Salesforce to Notion to Microsoft Teams
- Salesforce to Google Docs to Slack
- Salesforce to Google Docs to Microsoft Teams
- Salesforce to Airtable to Slack
- Salesforce to Airtable to Microsoft Teams
- Salesforce to Google Sheets to Slack
- Salesforce to Google Sheets to Microsoft Teams
