What's it for?

Adding notes and tracking them is super important to design the next steps. Actioner becomes your CRM helper by enabling you to utilize notes without leaving Slack.

How it works

You can add notes to contact, company or deal in many ways;

• When a contact, company or channel created in HubSpot, it’s notifications always comes to your Slack as new contact, company or deal created notification. All of these notifications contains a button that opens Add note workflows. You can use this workflow to add notes.
• Alternatively, it is possible to use /actioner command and call one of the three Add note workflow directy.
• Regardless of how its used, when a note added to the contact, company or deal through Slack, Actioner send same note to both under the new contact, company or deal created notification in the general #sales channel and the company channel associated with the object.

How to start adding notes to the contact, company and deal

To start adding notes to contacts, companies and deals on Slack;

1. Install Lead management with HubSpot app from the Actioner App directory. 
2. Connect to your Slack workspace and HubSpot instance.
3. Use /actioner command to call Add note workflow.