Get Slack alert when the estimated close date of a deal is moved to the next quarter in HubSpot.
Be notified when a close date moves out of quarter and get track of how your team progresses deals through the pipeline.
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.
Deal property changed
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.
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.
Yes! You can disable or delete the actions that you do not want to get notifications for.
