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

Update stage
Update owner
Add note
Add task
Log meeting

Use case app

Slack-first sales with HubSpot

Go to App page 

Personas

C-Suite

SalesOps

CSMs

Marketing

Type

Visibility

Some other handy workflows

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Visibility

Slack notifications for new leads in HubSpot

Get notified in Slack when a new contact is added in HubSpot.

Productivity

Deal rooms in Slack

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

Collaboration

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.