Advice and answers
from the Momentum Team

Momentum for HubSpot CRM Users
June 12, 2024

Momentum for HubSpot CRM Users

Unlock the Full Potential of Your Sales Team with Momentum

Key Features and Benefits

1. Slack Automations for Enhanced Communication

Summary Posts:

  • Automatically post call summaries to Slack channels, ensuring your sales team stays informed without needing to log into HubSpot.

Custom Prompts:

  • Apply custom prompts to analyze and slice data from calls, generating valuable insights directly within Slack.

2. Insight Generation and Signal Creation

Custom Signals:

  • Detect and create signals for specific situations such as customer churn risk, dissatisfaction, forecast risks, or competitor mentions.

Real-Time Alerts:

  • Provide real-time alerts and notifications within Slack, allowing your sales team to respond promptly to critical signals.

3. Executive Briefs

Advanced Summaries:

  • Deploy Executive Briefs to provide detailed summaries of sales calls, including sections like pitch analysis, competitor insights, pricing discussions, and objections.

Consultative Insights:

  • Highlight consultative insights and actionable recommendations derived from call data, enhancing strategic decision-making.

Red Flags and Noteworthy Findings:

  • Feature sections in the Executive Briefs that point out red flags or noteworthy findings, enabling proactive management.

4. Data Integration and Workflow Optimization

Copy-Paste Efficiency:

  • Allow teams to easily copy-paste valuable information from Slack into HubSpot, minimizing manual data entry and streamlining workflow.

Seamless Data Flow:

  • Ensure seamless data flow between Slack and HubSpot, leveraging Momentum’s ability to organize and present data in a user-friendly manner.

5. Customization and Flexibility

Tailored Insights:

  • Offer customizable summaries and insights tailored to the specific needs and metrics of HubSpot users.

Adaptable Prompts:

  • Use adaptable prompts to refine the data captured from calls, making the insights highly relevant and actionable.

Key Differentiator: Slack-Centric Workflow

Integration with Existing Tools:

  • Leverage existing tools and workflows without the need for direct CRM integration.

Enhanced Collaboration:

  • Foster enhanced team collaboration through Slack, making it easier for teams to share insights and take action.

Reduced Learning Curve:

  • Minimize the learning curve for the sales team by utilizing a familiar platform like Slack for managing and accessing call data and insights.


Momentum provides significant value to HubSpot users through its Slack automations, insight generation, and executive brief features. Focused on real-time alerts, custom signals, and comprehensive call summaries, Momentum enhances productivity and efficiency, ensuring sales teams stay ahead of critical situations and make informed decisions.