CRM Playbook Checker
Embed your sales, service or operations playbook natively in HubSpot
Built by - iGoMoon AB
Installs - 200+ installs
Rating - 5(2)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
CRM Playbook Checker Subscription - Free plan
Overview
1/6
Ensure your team follows the same process
This CRM extension seamlessly integrates your sales process directly into HubSpot, solving the challenge of getting your team to fully adopt the CRM. By embedding your workflows and checklists into the platform, it eliminates the need for external tools, making it easier for your team to follow and execute every step of the process.
A key feature is its ability to convert important checklist items into HubSpot Tasks, assigned directly to the right salespeople. While some steps are simple reminders to ask certain questions, others—like sending a quote—become actionable tasks that ensure key actions are completed. This helps streamline daily operations and reduces the risk of missed follow-ups.
By bringing this functionality into HubSpot, it fills a critical gap in the platform. HubSpot doesn’t offer this level of process integration natively, but with this tool, your team can manage every aspect of the sales process without leaving the CRM. This ensures greater consistency, accountability, and efficiency across your sales efforts.
Features
Embed your Sales process on CRM Records
Enhance your HubSpot experience with seamless process visualization directly within the CRM. Empower your teams to stay on top of their activities, ensuring a streamlined, quality-assured workflow—all in one place.
Convert activities into HubSpot tasks
Easily convert key checklist activities into actionable HubSpot Tasks assigned directly to your sales team. While some steps may serve as reminders, such as asking specific questions, others like "Send quote to customer" can be turned into tasks, ensuring important actions are never missed.
App Functionality
Shared Data
Activities | ||
Checklists | ||
Checklists | ||
Checklists | ||
Task owner |
Reviews
- Jul 25, 2025
Siragaki, C.
- Oct 30, 2024
Great improvement of the deal pipeline
The CRM Playbook checker add a critical thing missing in the standard deal pipeline functionality - the ability build knowledge into the deal pipeline. With this, I can add all the actions that are expected from sales reps in each step of the sales process, and give them an easy tool to tick of accomplished actions.
The checker is especially valuable for complex sales processes, where each step in the deal pipeline contains expected actions that take time.
To have the ability to tick off things BEFORE qualifying a deal for moving to the next stage in the flow. I also don't have to create CRM database fields for all actions in the deal flow, they don't really belong there.
No big cons, would have wished that this was a standard feature in HubSpot CRM, then i had got it several years ago ;-)
Ejenäs, M.
Technology - Software - 6 to 10 employees
Pricing
Free
$0
Giving back to the community
All features included in a free plan.
Free
$0
Giving back to the community
All features included in a free plan.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/15/2025
New arrivals
