video1.0<iframe src="https://www.loom.com/embed/19cca65cefe042ff9fb6fc2546c57e6c" frameborder="0" width="1534" height="1150" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11501534Loomhttps://www.loom.com11501534https://cdn.loom.com/sessions/thumbnails/19cca65cefe042ff9fb6fc2546c57e6c-cd3538b626449867.gif221.035Hey team, in this video, I walk you through the sales to CS handoff process using a Slack DM. We’ll dynamically send a message to the appropriate CSM as soon as a deal is marked as closed or when they're assigned. I demonstrate how to extract relevant past meetings and ensure the right person receives the DM by utilizing a new search text field. Please make sure to follow the steps outlined, especially when setting up the HubSpot agent for this process. Let’s keep our communications streamlined and efficient!