Slack-first sales automation with HubSpot
Learn how to get started with Slack-first sales automation for HubSpot
Install Slack-first sales automation with HubSpot from app directory and start using it by connecting your HubSpot and Slack accounts.
If you are invited to this app as a user, proceed to Get started as a user section to learn how to connect your HubSpot account.
Features
Manage deal pipeline and lead lifecycle through Slack. Empower your team and raise the value of your sales stack. Get alerts of new HubSpot leads, collaborate in deal rooms, streamline handoffs, and many more you can do with HubSpot and Slack.
Use cases
- Create dedicated Slack channels that sync seamlessly with HubSpot and keep all comms and updates in a centralized channel for easier access and clear history.
- Get notified of new contacts and deals right at the time. Track opportunities through the pipeline and leads through their lifecycle.
- Stay informed about key deals and their updates. Celebrate good news, such as won deals and qualified leads.
- Capture cleaner data and unlock visibility to streamline handoffs and surface coaching opps.
- Take actions on leads, companies, and opportunities with all the context needed — all within Slack. Update your CRM without opening your CRM.
→ See all sales use cases.
Get started as an app admin
Step 1. Install Slack-first sales automation with HubSpot
Visit this link in app directory and click Install button at top right corner.
Step 2. Connect to HubSpot and Slack
After installing the app, you'll be prompted to connect your Slack workspace and HubSpot account.
Complete HubSpot connection
- Click Connect near HubSpot connection and proceed to authentication in HubSpot via OAuth2.
- You will be asked to sign in to your HubSpot account if you haven't already.
- Select your HubSpot account that will connect with your Actioner workspace.
- Click Connect app. You’ll be redirected to Actioner upon successful authorization.
Complete Slack connection
If you have not connected your Slack workspace, you can click Connect near Slack connection.
You can also add your Slack workspace by navigating to Workspace settings page from left menu and then switching to Slack workspace tab.
If you do not see Workspace settings page, contact with your workspace admin.
Step 3. Complete setup actions
Run Setup notification channels action first. This action creates below channels in your Slack workspace with the prefix you select.
- #leads is the channel for new lead, unassigned leads, and missing lead source notifications.
- #sales-wins is the channel for SDR wins, and won deal celebrations.
- #handoffs is the channel for SDR to AE, and AE to CSM handoff notifications.
- #deals is the channel for new deal in pipeline, deal pushed to next quarter, missing deal properties, and deal stage changed notifications.
- #key-deals is the channel for key deal notifications.
- #lost-deals is the channel for lost opportunities notifications.
If you do not enter any prefix, new channels will be created with #actioner-leads, #actioner-sales-wins, #actioner-handoffs, #actioner-deals, #actioner-key-deals, and #actioner-lost-deals names.
Run Amount for key deals notifications and auto-created deal rooms action. This actions sets the amount for key deals.
- Key deal notifications are sent for deals equal to or more than the entered amount.
- Deal rooms are 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).
Run User(s) that will automatically join deal rooms action. This action automatically sets the user(s) that will be invited to deal rooms. You can select your sales managers or users who are subject matter experts, such as in billing or legal.
Run Sales manager(s) to get closed reason missing notifications action. Selected user(s) get notified when a deal is closed-with a win or loss but if no reason is provided.
Step 4. Finish setup guide
When all steps in setup guide are completed, app is ready to be run in Slack.
Get started as a user
If you are invited to this app as a user, you need to complete HubSpot connection. This connection is required for you to take actions on HubSpot notifications in Slack.
- Navigate to HubSpot connection, click Connect and proceed to authentication in HubSpot via OAuth2.
- You will be asked to sign in to your HubSpot account if you haven't already.
- Select your HubSpot account that will connect with your Actioner workspace.
- Click Connect app. You’ll be redirected to Actioner upon successful authorization.
Use cases extended
New company assigned
When a company is assigned to somebody, Actioner sends a DM to the company's HubSpot owner.
These notifications are disabled by default. To enable them, go to the action named New company assigned and enable it.
New contact of a company
When a new contact is created, Actioner sends a DM to the associated company's HubSpot owner.
These notifications are disabled by default. To enable them, go to the action named New contact of a company and enable it.
Lead notifications
When a new contact is created, Actioner sends a notification to #leads channel.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a contact is created.
Go to the Lead notifications step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Unassigned leads
Actioner notifies the #leads channel when a contact is updated with no owner.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a contact is updated.
Go to the Unassigned leads step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Missing lead source
If a contact's source is missing when it is created, Actioner notifies #leads channel.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a contact is created.
Go to the Missing lead source step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Score property changed
Actioner notifies the HubSpot owner of the contact when its score is updated.
These notifications are disabled by default. To enable them, go to the action named Score property changed and enable it.
SDR wins
When the lifecycle stage of a contact becomes opportunity, Actioner fires a notification to #sales-wins channel with a celebration gif.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a contact is updated.
Go to the SDR wins step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
New deal in pipeline
When a new deal is created in HubSpot, Actioner sends a notification to #deals channel with deal details.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is created.
Go to the New deal in pipeline step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
SDR to AE handoff
When a deal is created for an opportunity, Actioner notifies #handoffs channel with deal details to ease the handoff between SDR and AE.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is created.
Go to the SDR to AE handoff step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
New deal for AE
When a deal is assigned to somebody, Actioner notifies deal owner with deal details.
These notifications are disabled by default. To enable them, go to the action named New deal for AE and enable it.
Key deals
When a deal's amount increases to 10,000 (USD), or more, Actioner sends a notification to #key-deals channel.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Key deals step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
To change the deal amount to get these notifications,
- Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
- Go to the Key deals step and navigate to step conditions.
- Find the condition below:
{{parseInt(event.propertyValue) >= (parseInt(store.get('key-deals-amount-criteria')) || 10000)}}
- Update it as below by replacing 20000 with the value of your choice.
{{parseInt(event.propertyValue) >= 20000)}}
Deal rooms
When a deal's amount increases to the amount entered during setup actions, a new Slack channel gets created. Deal owners, and users selected during setup actions are invited to this channel. If no amount is provided during the setup of this app, the criteria is set as 10,000 (USD) or more.
More than just creating a dedicated Slack deal room, all updates of a deal is posted to its corresponding channel, enabling everyone to track updates.
To change the deal amount to automatically create deal rooms,
- Navigate to Workflows tab of your app and find the workflow named Create a deal room automatically and update it with deal updates.
- Go to the Create a deal room step and navigate to step conditions.
- Find the condition below:
{{parseInt(event.propertyValue) >= (parseInt(store.get('key-deals-amount-criteria')) || 10000)}}
- Update it as below by replacing 20000 with the value of your choice.
{{parseInt(event.propertyValue) >= 20000)}}
Update next steps when deal is closed
To ensure the next steps are reviewed and updated, Actioner sends a DM to HubSpot owner of the deal when it is closed, with a win or loss.
These notifications are disabled by default. To enable them, go to the action named Update next steps when deal is closed and enable it.
Update next steps when deal amount changes
To ensure the next steps are reviewed and updated, Actioner sends a DM to HubSpot owner of the deal when its amount is updated.
These notifications are disabled by default. To enable them, go to the action named Update next steps when deal amount changes and enable it.
Deal pushed to next quarter
Actioner updates the #deals channel when a deal's close date is updated to next quarter.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Deal pushed to next quarter step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Missing deal properties
Actioner notifies #deals channel when a deal is updated with an empty stage, close date, owner, or amount.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Missing deal properties step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Log sales meetings
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.
These notifications are disabled by default. To enable them, go to the action named Log sales meetings and enable it.
Deal stage changed
When a deal is updated — to a later stage, Actioner sends the update to #deals channel.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal's stage is updated.
Go to the Deal stage changed step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Celebrate won deals
Anytime a deal is closed with a win, Actioner fires a notification with a celebration gif in #sales-wins channel.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Celebrate won deals step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
AE to CSM handoff
When a deal is won, Actioner notifies #handoffs channel with deal details and suggested next steps to help the handoff from AE to CSM.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the AE to CSM handoff step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Lost opportunities
Anytime a deal is closed with a lost, Actioner sends a notification to #lost-deals channel with deal details.
To set another channel to for these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Lost opportunities step and select your channel on Slack channel field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of channels in your Slack workspace.
Closed reason missing
Actioner notifies the sales manager(s) and deal owner when a deal is closed with a missing reason.
These notifications are disabled by default. To enable them, go to the action named Closed reason missing and enable it.
To update the sales manager(s) who will be getting these notifications,
Navigate to Workflows tab of your app and find the workflow named Send notifications when a deal is updated.
Go to the Closed reason missing step and select the users on Sales managers field.
By default, this field is dynamically configured to be set with the value entered during the setup of the app. You first need to select Static option through the gear button to see the list of users in your Slack workspace.
FAQs
Can I use this app with a different customer relationship management tool other than HubSpot?
This app is particularly designed for HubSpot, but you can easily adapt it to work with any other CRM with public APIs. Add a new connection for your tool, and update the actions and workflows accordingly.
Our sales process includes more tools. Can I also use them via Actioner?
You can use as many tools as you want with Actioner as long as they have public APIs. You can create new connections, actions, and workflows that send data from your own tools and combine them with the existing CRM app.
Is it possible to use this app for only specific use cases?
Yes! You can disable or delete the actions that you do not want to get notifications for.