Actioner brings the best HubSpot Slack integration, enabling efficient communication and enhanced visibility among your sales team.
Ensure stakeholders are well-informed about the deal progress and lead lifecycle, ensuring teams can collaborate effectively without leaving Slack.
Effortlessly **manage your CRM directly within Slack**, bypassing the need to open your CRM separately.
With Actioner, you can seamlessly create, access, and enhance HubSpot records from Slack, streamlining your workflow for maximum efficiency.
## Features
- **Deal rooms:** Keep all info, comms, and updates in a centralized company-dedicated channel for easier access and clear history on deals.
- **Keep track of sales updates:** Add Hubspot to the Slack channel. Get notified of new contacts, deals, and updates within dedicated Slack channels. Track opportunities through the pipeline and leads through their lifecycle in Slack.
- **Enable data hygiene:** Check missing properties and owners anytime in Slack. Capture cleaner data and unlock visibility to streamline handoffs and surface coaching apps.
- **Update HubSpot CRM in Slack:** Take actions on leads, companies, and opportunities with all the context needed. Add notes, log emails, associate records with each other, and more — all within Slack.
- **HubSpot AI Assistant:** Use your HubSpot CRM in Slack by writing plain text. Transform your Slack channel into a dynamic Conversational CRM, enhanced by the power of NLP with our HubSpot assistant.
## How it works
After installing the app, you only need to connect to your Slack and HubSpot instances.
To get notified of new leads, select a dedicated Slack channel. Once set up, you'll receive real-time alerts about new leads directly in this channel, with follow-up updates conveniently organized as threaded replies.
You can further elevate your HubSpot CRM experience in Slack by **integrating with your lead enrichment tool**, such as [Lead enrichment with Apollo.io Slack app](https://actioner.com/app-directory/apollo-enrichment-127). Enriched Lead data will also be posted as a thread reply to the original lead notification in Slack.
**You can tailor your Slack view to show only the Contact/Deal properties that matter to you.** With HubSpot's extensive range of object properties, we understand that not all are relevant to your needs. You can select only the properties you need in the corresponding object Configs.
**Actioner provides full control over your HubSpot notifications within Slack.** Whether it's about what you're notified for, how the notifications are presented, or when you receive them, the choice is entirely yours. You can customize, add, or disable notifications to align perfectly with your preferences, ensuring you stay informed in a way that suits you best.
Workflows
Add note to deal
This workflow enables you to add note to a deal.
Update company for missing properties
This workflow enables you to update company properties when you listed the companies with missing properties using "List companies with missing properties" workflow.
Create new deal
This workflow enables you to create new deal in Slack.
Add note to company
This workflow enables you to add note to a company.
Listen property changes of the contact
This workflow triggers when property of a contact changes in HubSpot.
Create association between deal and company
This workflow enables you to create associations between contact and company.
Process company channel operations
This workflow deal with company creation process when a new contact arrived.
Log email to company
This workflow enables you to log email to a company.
Listen new deal created
This workflow triggers when a new deal created in HubSpot.
Update company
This workflow enables you to update company details. The properties are determined in the Company_property_settings config.
List contacts with missing properties
This workflow enables you to list contacts with missing properties. It looks up the properties that set "true" in Contact_property_settings config.
Add note to contact
This workflow enables you to add note to a contact.
Create association between contact and company
This workflow enables you to create associations between contact and company.
Update deal
This workflow enables you to update deal details. The properties are determined in the Deal_property_settings config.
Update deal for missing owner
This workflow enables you to update owner of a deal.
Log email to deal
This workflow enables you to log email to a deal.
Owner assigned to company
This workflow triggers when an owner assigned to a company.
Create new contact
This workflow enables you to create new contact in Slack.
Log email to contact
This workflow enables you to log email to a contact.
Get started
This is the setup workflow. You can disable it after the setup completed!
Listen channel messages
This workflow enables Actioner to listen channel messages and add them to HubSpot as notes. You can configure this workflow from "Channel_listener_settings" config.
Update contact for missing owner
This workflow enables you to update owner of a contact.
Update contact
This workflow enables you to update contact details. The properties are determined in the Contact_property_settings config.
Update contact for missing properties
This workflow enables you to update contact properties when you listed the contacts with missing properties using "List contacts with missing properties" workflow.
Create company channel
This workflow enables you to create a channel for the company.
List contacts, companies and deals without owner
This workflow enables you to list contacts, companies and deals that has missing owners.
List companies with missing properties
This workflow enables you to list companies with missing properties. It looks up the properties that set "true" in Company_property_settings config.
Update deal for missing properties
This workflow enables you to update deal properties when you listed the deals with missing properties using "List deals with missing properties" workflow.
Update company for missing owner
This workflow enables you to update owner of a company.
Listen property changes of the deal
This workflow triggers when property of a deal changes in HubSpot.
Owner assigned to contact
This workflow triggers when an owner assigned to a contact.
List deals with missing properties
This workflow enables you to list deal with missing properties. It looks up the properties that set "true" in Deal_property_settings config.
Listen new contact created
This workflow triggers when a new contact created in HubSpot.
Security & Compliance
Privacy & data governance
Data retention policy
For the most up to date policy information, always refer to: https://actioner.com/privacy-policy , https://actioner.com/gdpr and https://actioner.com/security. How long we keep your data prior to the deletion of data or termination of the contract between the customer and Actioner depends on the type of data, as described in further detail below:
Account data: Personal data that relates to customers’ relationship with the Actioner, including your workspace details, user accounts and your billing information. We retain your account information for as long as your account is active. We also retain some of your information as necessary to comply with our legal obligations, to resolve disputes, to enforce our agreements, to support business operations, and to continue to develop and improve our Services. Where we retain information for Service improvement and development, we take steps to eliminate information that directly identifies you, and we only use the information to uncover collective insights about the use of our Services, not to specifically analyze personal characteristics about you.
Configuration data: Any configuration or personal data that is required by Actioner to be functional for the customer, such as (a) applications and their sub-configurations like workflows, documents or functions, (b) credentials, connections and integrations with the third party providers, (c) identity and access management related personal data. Actioner stores and processes configuration data for the permitted purposes until the customer elects to delete such configuration data via the service and the customer is solely responsible for deleting configuration data.
Usage data: (a) Inputs, requests and form data provided by the end users or clients of the customer, (b) any data that is programmatically, periodically or automatically received through an integration of the customer, (c) any content stored as a result of processing a configuration data, (d) activity logs used to identify the source of service requests. Actioner deletes any stored usage Data sixty (60) days after the data is produced.
Data archiving and removal policy
For the most up to date policy information, always refer to: https://actioner.com/privacy-policy , https://actioner.com/gdpr and https://actioner.com/security. Whenever a user account is deleted by a workspace admin, Actioner automatically deletes all data stored within the context of the deleted user account like profile information and the credentials / connections for the third party integrations. Whenever an app is deleted by an app admin, Actioner automatically deletes all data stored within the context of the app like tables, records, workflow, docs, files, etc. Whenever the workspace deletion is initiated by a workspace admin, Actioner automatically deletes all data stored within the context of workspace after a waiting period of 72 hours. After the waiting period, the deletion may take up to 10 days after the termination effective date. When any data is deleted, the archived copy of the data on Actioner’s backup systems will remain for 30 days and the backup data will be securely isolated and protected from any further processing, except as otherwise required by applicable law or regulation.
Data storage policy
At Actioner, ensuring the security of our users' data is paramount. To this end, we employ robust cryptography policies and practices. All data stored within our systems is encrypted at rest using the AES256 encryption standard, providing an additional layer of protection against unauthorized access. Furthermore, we uphold strict encryption standards for data in transit, both within our internal networks and over public channels. All data transmissions utilize TLS1.2 or higher encryption protocols, safeguarding information from interception or tampering. In terms of cryptographic key management, we rely on the AWS Key Management Service (KMS) for secure and controlled handling of cryptographic keys. This includes secure key generation, restricted access, secure storage, regular backups, and periodic rotation of keys. Our integration with AWS services streamlines the encryption process and enhances control over access to keys, thereby bolstering the overall security of our platform.We operate a comprehensive backup program at Actioner. This includes our internal systems, where our backup measures are designed in line with system recovery requirements. With respect to our cloud services, and specifically referring to you and your application data, we also have extensive backup measures in place. Our data backups are retained for 30 days with support for point-in-time recovery and are encrypted using AES-256 encryption.
Data center location(s)
United States
Data hosting details
Actioner is a cloud-native product whose infrastructure is hosted on industry-leading cloud provider Amazon Web Services (AWS). Actioner cloud services and data are hosted on Amazon Web Services (AWS). Where all our computing, messaging, network, and storage layers are located in the US West, our browser application is distributed via our CDN network all over the world. As a design standard, all Actioner services as well as the upstream computing, messaging, network and storage services are running on multiple availability zones (AZs) so that the traffic and the data are distributed among them. This design allows us to tolerate zone-specific failures with no downtime. This multi-zone high availability is the first line of defense for geographic and environmental risks and means that services running in multi-AZ deployments should be able to withstand AZ failure.
Data hosting company
Amazon Web Services (AWS)
App/service has sub-processors
Yes
Guidelines for sub-processors
Certifications & compliance
SOC attestation
Privacy policy
GDPR commitment
Data deletion request procedure
Security
Supports Single Sign On (SSO) with the following providers
Google, Slack, Okta
Supports Security Assertion Markup Language (SAML)
No
Has a dedicated security team
Yes
Contact for security issues
Has a vulnerability disclosure program
Yes
Vulnerability disclosure program URL
Vulnerability disclosure program covers Slack app
Yes
Has a bug bounty program
Yes
Bug bounty program URL
Requires third party authorization/connections
No
Third party services used by this app
Uses token rotation
No
Contributors
Actioner
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