Other use cases

Slack notifications for new leads in HubSpot

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

What's it for?

By lead notifications, your SDR team can monitor the lead lifecycle from the start, and easily follow up on them. Start converting leads into prospects quickly without leaving Slack. Improve lead work rate by decreasing your response time.

How it works

Actioner's real-time lead notifications are the easiest way for sales operations teams to track and manage new leads in Slack. When a new contact is created, Actioner sends a message to #leads channel and notifies your SDRs, enabling right team to be aware of a new lead as soon as it is added to your HubSpot account.

Not only Actioner routes lead notifications to right teams, but also empowers them with the smart actions that can be run directly from the notifications, such as converting to leads or adding tasks.

Typical results from using Actioner's Slack-first sales automation with HubSpot include faster response times, increased lead conversion rates, and better work rates.

HubSpot event

Contact created

Suggested actions

  1. Convert lead
  2. Add task
Use case app
Slack-first sales with HubSpot
Learn how to use this app
Check out the guide

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.