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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

Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

Lead management with HubSpot

Company property changed

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

Lead management with HubSpot

Add note to HubSpot records in Slack

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

Lead management with HubSpot

Your gateway to seamless automation

Actioner turns the complex into simple, allowing you to connect apps and automate workflows on a grand scale, faster and easier than ever.

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.