Other use cases

Celebrate won deals

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

What's it for?

Everyone working towards a common goal means that they can all share in victories together as well. Many teams celebrate wins just within the sales department, but we encourage you to go bigger. Announce your wins real-time in your team's Slack channel whenever your team closes a deal. 

How it works

What better way to celebrate wins than sharing with the team in Slack? Anytime a deal is closed with a win, Actioner fires a notification to #sales-wins channel with a celebration gif and makes the won deal stand out among other updates. Besides celebrating, this can also be useful for handoffs between AEs and CSMs by enabling them to exchange handoff notes, such as to onboard customer or designate the next best steps. With the action buttons attached to the these notifications, your teams can also create their with stories and share them with the wider audience-such as product or marketing teams.

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. Add notes
  2. Create a win story

Some other handy workflows

Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

Slack-first sales with HubSpot
Slack

Company property changed

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

Slack-first sales with HubSpot
Slack

Add note to HubSpot records in Slack

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

Slack-first sales with HubSpot
Slack

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.