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Assign HubSpot contact owner in Slack

Assign contacts to HubSpot users and notify them within Slack.

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What's it for?

When a new contact is assigned to an AE or CSM Ationer lets them know in Slack. It encourages AEs to promptly interact with clients and seize every new business opportunity while enabling CSMs to initiate the client onboarding process immediately.

How it works

When a contact is assigned to an account executive or a customer success manager;

  • Contact owner receives a Slack DM informing that she is assigned to new HubSPot company as an owner.
  • Actioner invites the CSM, or AE to the company channel (deal room).

How to notify new HubSpot contact owners in Slack

To notify new HubSpot contact owners in Slack;

  1. Install Lead management with HubSpot app from the Actioner App directory. 
  2. Connect to your Slack workspace and HubSpot instance.
Use case app
Lead management with HubSpot
Learn how to use
HubSpot for Slack Help Doc
See all Actioner apps

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

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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.