Deal rooms allow you and your team to work on a deal with different subject matter experts, and take a 360-degree look at your clients.
These are a clear fan favorite and something you should set up for your team today. They drive collaboration, visibility, and organization around a team’s most important accounts.
When there is a brand new contact (When a company is introduced to your HubSpot); Actioner creates a company-dedicated channel in Slack.
This channel serves as your deal room in Slack because, once the company channel is created, all the deal and contact notifications related to that company will go to the company’s channel.
To create HubSpot deal rooms automatically in Slack;
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.