A record is a single instance of HubSpot CRM objects; contacts, companies, deals, and tickets. You can log activities for these standard or custom records. For a certain record, HubSpot allows you to log activity on records such as meeting, call, and email.
Unfortunately, HubSpot's Slack app does not allow you to log activity on your records. But don't worry. It is possible and easy with Actioner!
Log activity on HubSpot records with Actioner
Below are the steps to log an email to HubSpot deals from Slack:
- Call Actioner app by typing /actioner.
Attention: You need to install the Lead management with HubSpot app.
- Type the workflow you want to execute in the Select workflow field and choose the workflow from the dropdown menu. In this case, it could be Log email to deal. Click Select.
- Choose the Deal you want to log email to.
- Complete subject, body, direction, and status fields.
- Click Log email. And done!
There are no limits on how you use HubSpot in Slack with Actioner
What Actioner provides is beyond what you can do with HubSpot's Slack app. You can run any HubSpot workflow with Actioner on Slack.
Choose what you want to do with Actioner:
- Install HubSpot app for pre-built workflows or check out other apps (Zendesk, Jira, etc.) in the app directory.
- Design your own HubSpot workflows for Slack without any coding.
- Get notified of HubSpot updates in Slack via Actioner.
- Build your own Slack apps easily with Actioner.
No matter which workflow you want to run in Slack, it is possible with Actioner.
Start using Actioner now.
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