Looking for a Halp replacement?
See how we compare ➜

Deal rooms in Slack

Gather all stakeholders in a dedicated Slack channel and collaborate on your deal from all angles.

What's it for?

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.

How it works

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.

How to create HubSpot deal rooms in Slack

To create HubSpot deal rooms automatically in Slack;

  1. Install Lead management with HubSpot app from the Actioner App directory. 
  2. Connect to your Slack workspace and HubSpot instance.
  3. Run setup workflows in which you select your enrichment app, and the Slack channel to get new lead and deal notifications.
  4. After that, whenever a new company record is created in HubSpot, Actioner will create a dedicated deal room.

Some other handy workflows

Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

Lead management with HubSpot

Company property changed

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

Lead management with HubSpot

Add note to HubSpot records in Slack

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

Lead management with HubSpot

Your gateway to seamless automation

Actioner turns the complex into simple, allowing you to connect apps and automate workflows on a grand scale, faster and easier than ever.

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.