How deal-state prompts work
This page is for sales and customer-success teams. A deal (also called an opportunity) is a sales prospect tracked in a CRM like Salesforce or HubSpot; an account is a customer record. These prompts pull that state into the Slack channel where the team discusses it. Each prompt below is a Slack message. You paste it in the account or deal channel, Claude pulls from the connected CRM and the channel discussion and posts progress in that thread, and the result is posted in that thread. What you get depends on the prompt, and each one below names it, like one account’s state, a pre-call brief, or a scheduled pipeline digest.Check the channel’s connections
Check that the channel has the connections below. Ask@Claude what can you access from this channel? to check; an admin can add a connection the channel is missing.
| Connection | Examples | Why it matters here |
|---|---|---|
| Go-to-market | Salesforce, HubSpot, Gong | Required. Pulls account and deal records |
Prompts to paste
Check one account’s state
The reply lists last activity, open items, and who owns the next step for the named account.Find stalled deals
The reply lists deals stuck at the named stage and how long each has been there.Get a pre-call brief
The brief pairs what’s in the system with what was discussed in the channel.Schedule a weekly digest
One message sets up a standing digest posted to the team channel every Monday.Related resources
Answer data questions
When the question is metrics, not accounts
Set up routines
Scheduled digests