Deal stage changed 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