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Lead management with HubSpot

Boost sales productivity and reduce wasted time with Actioner's Slack-first lead management with HubSpot.

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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.

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