Other use cases

Deal pushed to next quarter

Get Slack alert when the estimated close date of a deal is moved to the next quarter in HubSpot.

What's it for?

Be notified when a close date moves out of quarter and get track of how your team progresses deals through the pipeline.

How it works

Actioner updates the dedicated #deals channel when a deal's close date is updated to next quarter. Move away from thinking about a date-ignorant sales funnel and get everyone to start thinking in quarters. Updated dates in the CRM can often be overlooked, which means the deal looks the same in the funnel even if the close date changes. This matters when you care about sales for the month, the quarter or the year. Actioner's pushed deal notifications let you uncover the hidden cost in your sales pipeline and take steps to prevent any deal slippage by tracking close date changes.

More that just sending a notification, Actioner also offers contextual actions with pushed deal notifications. In Slack, you can add notes or tasks to your deals, change their properties and even update their close date again.

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 trigger event

Deal property changed

Suggested actions

  1. Add note
  2. Add task
  3. Update deal
  4. Update close date

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.