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Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

What's it for?

Email communication is a big part of the sales process. Therefore, logging this emails emails and keeping track of logged emails is also very important while your sales teams pursue promising leads.

How it works

You can log emails to contact, company or deal in many ways;

  • When a contact, company or channel created in HubSpot, it’s notifications always comes to your Slack as new contact, company or deal created notification. All of these notifications contains a button that opens Log email workflows. You can use this workflow to log emails.
  • Alternatively, it is possible to use /actioner command and call one of the three Log email workflow directy.
  • Regardless of how its used, when an email logged to the contact, company or deal through Slack, Actioner send same email to both under the new contact, company or deal created notification in the general #sales channel and the company channel associated with the object.

How to start logging emails to the contact, company and deal

To start logging emails to contacts, companies and deals on Slack;

  1. Install Lead management with HubSpot app from the Actioner App directory. 
  2. Connect to your Slack workspace and HubSpot instance.
  3. Use /actioner command to call Log email workflow.

Some other handy workflows

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

List missing HubSpot company properties in Slack

Check if HubSpot company records have missing properties right in 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.