All use cases

Slack-first sales automation use cases

Access, enrich and use your HubSpot CRM data easily without leaving Slack. Connect HubSpot and other sales tools with Actioner.

Try Slack-first sales automation with HubSpot
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Persona
Marketing
CSMs
AEs
SDRs
Type
Collaboration
Visibility
Productivity
Hygiene
HubSpot object
Deal
Company
Contact

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Visibility

Slack notifications for new leads in HubSpot

Get notified in Slack when a new contact is added in HubSpot.

Productivity

Deal rooms in Slack

Gather all stakeholders in a dedicated Slack channel and collaborate on your deal from all angles.

Collaboration

New company assigned

AE or CSM to get real-time Slack alerts when a company is assigned to them in HubSpot.

Visibility

New contact of a company

Get notified in Slack when there is a new contact associated with an existing company in HubSpot.

Visibility

Unassigned leads in HubSpot

Get notified in Slack when a contact or company is unassigned.

Hygiene

Missing lead source

Create Slack warnings for your SDRs when the lead source property is missing in HubSpot.

Hygiene

Score property changed

Get on track immediately when a significant change occurs in lead score property.

Visibility

SDR wins

Notify your team's Slack channel to celebrate when a lead becomes opportunity in HubSpot.

Visibility

SDR to AE handoff

Streamline handoffs in the most efficient and quickest way right in Slack.

Productivity

New deal for AE

AEs to get informed in Slack when there is a new deal assigned to them in HubSpot.

Productivity

Key deals

Dedicate Slack channels for key deals in HubSpot, track updates and collaborate with stakeholders.

Visibility

Deal pushed to next quarter

Get Slack alert when the estimated close date of a deal is moved to the next quarter in HubSpot.

Visibility

Missing deal properties

Get notified in Slack when key fields are missing for a deal in HubSpot.

Hygiene

Update next steps

Get reminded in Slack to update next steps when a deal amount is changed or when a deal is closed in HubSpot.

Hygiene

Log sales meetings

Ensure your team logs meetings on time in HubSpot with automated Slack notifications.

Productivity

Deal stage changed in HubSpot

Get informed in Slack at every stage of a deal through the pipeline in HubSpot.

Productivity

AE to CSM handoff

Streamline customer onboarding and start building loyalty from day one.

Productivity

Celebrate won deals

Celebrate won deals in HubSpot and spread the news in Slack when your AE nailed it.

Visibility

Lost opportunities

Inform your team in Slack when a deal in HubSpot is closed lost, define flaws and start improving quickly.

Visibility

Closed reason missing

Sales manager and AE to get notified in Slack when no reason is presented after a deal is closed in HubSpot.

Visibility

Frequently asked questions

Can I use this app with a different CRM 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.

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