Other use cases

AE to CSM handoff

Streamline customer onboarding and start building loyalty from day one.

What's it for?

Let your AEs and CSMs to collaborate on a deal and transfer all knowledge by enabling them to exchange handoff notes.

How it works

Typically, upon closing a deal for an opportunity in pipeline, deal is handed over from AE to CSM teams. When a deal is won, Actioner notifies CSM team with deal details and suggested next steps in the #handoffs channel.

What goes wrong in the handoff? Most of the time it comes down to poor communication and lack of information. Actioner begins a whole new entrée of seamless collaboration between different teams, and aligning your CRM and Slack to work together. Handoff notifications improve the process by routing information from HubSpot to a conversational environment right when it is needed. Your AEs and CSMs can take actions immediately without switching context. They can view notes, create new tasks or pass handoff notes or update the deal's properties.

Typical results from using Actioner's Slack-first sales automation with HubSpot include more accurate forecasting, increased deal velocity, time savings, and greater visibility across your organization.

HubSpot event

Deal property changed

Suggested actions

  1. View notes
  2. Add task
  3. Add note
  4. Update deal

Some other handy workflows

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Slack-first sales with HubSpot

Slack notifications for new leads in HubSpot

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

Slack-first sales with HubSpot

Deal rooms in Slack

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

Slack-first sales with HubSpot

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.