Скачать или смотреть End-to-End Sales Automation Demo | Deal Won → Project → Invoice → Paid

This video walk through a complete end-to-end automation workflow that connects sales, project delivery, and finance — from deal won to payment received.

This setup is built for agencies and project-based businesses using HubSpot, Asana or Monday.com, and Xero.

✅ Automations covered in this video:
✔ Deal Won → Automatically create a project in Asana or Monday.com
✔ Deal Accepted → Automatically generate an invoice in Xero
✔ Invoice Paid → Automatically update deal status to “Paid” in HubSpot

🔁 What happens behind the scenes:
• Sales closes a deal in HubSpot
• A project is instantly created from a template
• Tasks, milestones, and owners are auto-assigned
• Invoice is generated without manual input
• Payment status syncs back to CRM automatically

🎯 Ideal for:
• Digital & creative agencies
• Software houses
• Consulting firms
• Service-based and project-based businesses
• Sales, operations, and finance teams

🚀 Key benefits:
• Zero manual handoffs between teams
• Faster project kickoff after deal won
• Accurate invoicing and payment tracking
• Full visibility from CRM to finance
• Scalable workflows without adding headcount

📦 About the Automation Stack
• HubSpot – CRM & Deal Management
• Asana / Monday.com – Project Management
• Xero – Invoicing & Accounting

This workflow is part of the HAX automation framework:
HubSpot + Asana/Monday + Xero, designed to help agencies scale with clean, reliable systems.

🔗 Learn more:
🌐 https://gunturglobalmedia.com
📩 Contact for implementation support

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