Workflow with Beagle

Hand off a closed deal.

Beagle watches Freshsales for when a deal or contact changes, write the row and summarise the sheet in Google Sheets, then posts it to Slack - and waits for your nod before anything goes out.

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How it runs.

One teammate across every tool. No zaps to build, no tabs to switch.

Watch Freshsales

Watches Freshsales for when a deal or contact changes.

Act Google Sheets

Write the row and summarise the sheet in Google Sheets.

Tell Slack

Posts it to Slack 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 - write the row and summarise the sheet in Google Sheets, then posts it to Slack and holds for your nod. You review it in Slack and approve in one tap.

Ask across the whole stack, in plain language

"Where did this one get stuck?" Beagle answers from Freshsales, Google Sheets and Slack together, in the channel, with the receipts attached.

Nothing fires without you

Beagle drafts every step and holds the final send in Slack 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, Google Sheets and Slack?

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 Slack 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.

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