Get started quickly with pre-built recipes

With Momentum's pre-built recipes you can start automating your sales processes in moments using proven sales motions run by other high performing revenue teams.

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Most popular recipes

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Automatically invite users to Deal Rooms

Invite key people from your team to deal rooms in Slack.

AUTOMATIONS
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Change Deal Room Name for POC stage

Automatically update the deal room when an opportunity goes to POC.

AUTOMATIONS
Create Asana task for approval request

Automatically create an Asana task for new approval requests.

APPROVALS
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Add leads to Outreach sequences from Slack

Share when a new opportunity is created or modified.

NOTIFICATIONS
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Post Closed-Won message to #sales

Invite key people from your team to deal rooms in Slack.

NOTIFICATIONS
Request a MSA redlining with Legal

Engage your legal team to get help with redlining a MSA.

REQUESTS
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Request a Sales Engineer for POC

Loop in a sales engineer to set up or run a demo with you.

REQUESTS
Require qualification reason from SDR

Improve data hygiene with a required field to get a qualification reason.

AUTOMATIONS
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Send new approval request via DM

Ping your deal desk team via DM when approvals are needed.

NOTIFICATIONS
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Set up 25% discount approval for deals

Set the required fields and approvers for requesting pricing discounts.

approvals
Submit a security questionnaire

Get your security questionnaires handled by the InfoSec team.

REQUESTS
Sync Slack approval to Salesforce opp

Ensure every Salesforce opportunity has the lastest Slack approvals.

approvals

Momentum makes integrations easy. They’ve got a very capable engine on the back end, but it’s so simple on the front end for me to make a quick form, like 'I need assistance on my security questionnaire,’ or ‘I need a contract looked at.’

Michael Wilde

Account Executive