Workflows
Create a deal room automatically and update it with deal updates
This workflow creates a dedicated channel for key deals in your pipeline and invites deal owners, sales managers and all selected people to this channel. Deal updates are broadcasted in deal rooms, enabling your sales team to take relevant actions with all the context.
Send notifications when a deal is updated
This workflow triggers handoff, celebration, missing reason, pushed deals, key deals, lost opportunities, missing properties, new deal notifications and next step reminders.
Send notifications when a deal is created
This workflow triggers SDR to AE handoff and new deal in pipeline notifications.
Create a deal room
Gather all stakeholders in a dedicated Slack channel and collaborate on your deal from all angles. Actioner creates a dedicated Slack channel when a deal's amount increases to 50,000 (USD), or more and invites deal owners, sales managers, and all related people to this channel.
Send notifications when a contact is created
This workflow triggers new lead, missing source and new contact of a company notifications.
Log sales meetings
Ensure your team logs meetings on time, establish it as a habit to do after every meeting. When a meeting is logged for a deal, Actioner sends a DM to meeting owners with meeting and deal details and reminds to add notes.
New deal in pipeline
Ensure your sales team is notified when a new opportunity enters the sales pipeline. Never miss the news of a brand new deal. When a new deal is created in HubSpot, Actioner sends a notification to the AE team channel with deal details.
Send notifications when a contact is updated
This workflow triggers SDR wins, unassigned leads and score property notifications.
Create contact
Run this action to create a new contact.
Send notifications when a deal's stage is updated
Get informed at every stage of a deal through the pipeline. When a deal is updated (to a later stage), Actioner sends a notification to the selected channel, e.g., #deals.
SDR wins
Let your team celebrate when a lead becomes opportunity such as with a demo booked for an AE. Typically, when an SDR books a demo meeting with a contact, contact grows into opportunity stage. When the lifecycle stage of a contact becomes opportunity, Actioner fires a notification to SDR team with a celebration gif. Through this notification, your SDR team can share the key wins with other teams, such as account executives.
AE to CSM handoff
When a deal is won, Actioner notifies CSM team with deal details and suggested next steps.
Deal pushed to next quarter
Get alerted when the estimated close date of a deal is changed and moved to the next quarter. Actioner updates the dedicated sales channel when a deal's close date is updated to the next quarter.
Amount for key deals notifications and auto-created deal room
This workflow sets the amount for key deals. Key deal notifications will be posted for deals equal to or more than the entered amount. Deal rooms will be automatically created for deals equal to or more than the entered amount. If you do not enter any amount, the criteria will be set as 10,000 (USD).
Celebrate won deals
Celebrate won deals and spread the news when your AE nailed it. Anytime a deal is closed with a win, Actioner fires a notification to the #sales channel with a celebration gif.
New company assigned
AE or CSM to get real-time Slack alerts when a company is assigned to them. When a company is assigned to an account executive or a customer success manager, Actioner sends a DM to the company's HubSpot owner in Slack.
Send notifications when a company is updated
This workflow triggers new company assigned notifications and sends a DM to company's HubSpot owner.
SDR to AE handoff
Streamline handoffs in the most efficient and quickest way right in Slack. Typically, upon scheduling a demo meeting for a contact or company in opportunity stage, a deal is created. And the contact or company is handed over from SDR to AE. When a deal is created for an opportunity, Actioner notifies AE team with deal details to ease the handoff between SDR and AE.
Closed reason missing
Sales manager and AE to get notified when no reason is presented after a deal is closed. Actioner notifies the sales manager and deal owner when a deal is closed with a missing reason.
Create company
Run this workflow to create a new company.
Contributors
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