Dedicate Slack channels for key deals in HubSpot, track updates and collaborate with stakeholders.
Ensure that big deals in HubSpot get the attention they deserve. Make sure key deals are followed by every stakeholder.
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.
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.
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.
Yes! You can disable or delete the actions that you do not want to get notifications for.