Deal pushed to next quarter

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