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Slack-first sales automation use cases

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

Try HubSpot app for Slack

Sales

use cases

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Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

Company property changed

Update HubSpot company properties and get notified of any update within Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

Add note to HubSpot records in Slack

Add note to contact, company or deal in HubSpot without leaving Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

List missing HubSpot company properties in Slack

Check if HubSpot company records have missing properties right in Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

Assign HubSpot contact owner in Slack

Assign contacts to HubSpot users and notify them within Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

Enrich contact data in Slack

Get details about a contact in seconds by entering her email without leaving Slack.

Apollo enrichment
Apollo enrichment
Slack

Enrich organization data in Slack

Get details about an organization in seconds by entering its domain without leaving Slack.

Apollo enrichment
Apollo enrichment
Slack

Automatically enrich HubSpot leads in Slack with Apollo

Access enriched lead data in Slack whenever there’s a new lead in your HubSpot account.

Lead management with HubSpot
Lead management with HubSpot
Apollo enrichment
Apollo enrichment
Slack

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Lead management with HubSpot
Lead management with HubSpot
Slack

Slack notifications for new leads in HubSpot

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Deal rooms in Slack

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

Lead management with HubSpot
Lead management with HubSpot
Slack

New company assigned

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

Lead management with HubSpot
Lead management with HubSpot
Slack

New contact of a company

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Unassigned leads in HubSpot

Check unassigned leads in HubSpot right from Slack.

Lead management with HubSpot
Lead management with HubSpot
Slack

List missing HubSpot contact properties

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Score property changed

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

Lead management with HubSpot
Lead management with HubSpot
Slack

SDR wins

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

Lead management with HubSpot
Lead management with HubSpot
Slack

SDR to AE handoff

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

Lead management with HubSpot
Lead management with HubSpot
Slack

New deal for AE

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Key deals

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Deal pushed to next quarter

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Missing deal properties

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

Lead management with HubSpot
Lead management with HubSpot
Slack

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.

Lead management with HubSpot
Lead management with HubSpot
Slack

Log sales meetings

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Deal stage changed in HubSpot

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

Lead management with HubSpot
Lead management with HubSpot
Slack

AE to CSM handoff

Streamline customer onboarding and start building loyalty from day one.

Lead management with HubSpot
Lead management with HubSpot
Slack

Celebrate won deals

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Lost opportunities

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

Lead management with HubSpot
Lead management with HubSpot
Slack

Closed reason missing

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

Lead management with HubSpot
Lead management with HubSpot
Slack

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