Other use cases

Deal stage changed in HubSpot

Get informed in Slack at every stage of a deal through the pipeline in HubSpot.

What's it for?

Any movement of a deal to a new stage notifies account executives and allows them team to track how your deals progress through the sales pipeline and take actions to form the best strategy of closing deals faster.

How it works

Opportunity stages play a critical role in pipeline management, and they are vital for accurate sales forecasts. When a deal is updated — to a later stage, Actioner updates AE team through #deals channel, so that you can easily stay up-to-date on changes. Actioner's stage update notifications allow you to get much better pipeline on your deal pipelines. That way, you can quickly respond (set up a meeting with a client, send confirmation details, etc.) without missing a beat.

Letting your team know about deal stage changes is a great first step, but even better is making it easy for them to take the best next action on that opportunity directly from a Slack notification. Stage update notifications include smart actions applied to them, such as entering next steps or updating the deal properties.

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 event

Deal property changed

Suggested actions

  1. Next steps
  2. Update deal

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.