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Key deals

Dedicate Slack channels for key deals in HubSpot, track updates and collaborate with stakeholders.

What's it for?

Ensure that big deals in HubSpot get the attention they deserve. Make sure key deals are followed by every stakeholder.

How it works

Having a key deal alert in Slack is one of the easiest ways to get your team excited. Setup Actioner to notify AE or CSM or event management teams when deals over a certain amount or related to certain product types are created. When a deal's amount increases to 10,000 (USD), or more, Actioner sends a notification to #key-deals Slack channel. A key deal for another company might mean something totally different than one for yours, so you can completely customize the experience to include showing deals over a certain amount you designate.

These notifications come with pre-built smart follow up actions, such as updating the stage, or the owner, adding notes or tasks and logging meetings.

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 created

Suggested actions

  1. Update stage
  2. Update owner
  3. Add note
  4. Add task
  5. Log meeting

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.