Slack notifications for new leads in HubSpot

What's it for?

Actioner allows your SDR team to monitor the lead lifecycle from the start, and easily follow up on them within Slack. You can convert leads quickly without leaving Slack & improve lead work rate by decreasing your response time.

How it works

When a new contact is created in HubSpot, Actioner notifies your selected Slack channels; 

• You can get notified on a general #sales channel for new HubSpot contacts with company information.
• If the contact is associated with an existing HubSpot company, Actioner notifies the company-dedicated Slack channel (Deal room) about the new contact.
• If the contact is not associated with an existing HubSpot company, Actioner creates a new company-dedicated channel informing there’s a new lead in Slack.

You can also update the lead details or add notes through the notification in Slack.

💡 You can easily modify the new lead notifications, change which channels/ people to notify, or make other customizations.

How to get notified of HubSpot leads on Slack

To get notified of new HubSpot leads in Slack;

1. Install Lead management with HubSpot app from the Actioner App directory. 
2. Connect to your Slack workspace and HubSpot instance.
3. During the setup select in which Slack channel you want to get new lead notifications. You're ready to go!