Other use cases

Log sales meetings

Ensure your team logs meetings on time in HubSpot with automated Slack notifications.

Send a Slack message to log meetings to owners with meeting and deal details.

What's it for?

Capturing meeting notes and tracking meeting activity is super important to design next steps. Actioner becomes your smart assistant by automatically surfacing your meetings in a dead-simple interface.

How it works

Logging meeting notes in HubSpot can be a pain. Clicking around your CRM to find your way to update deal records and manually copying your notes to your deals is usually just the last thing an account executive or an SDR feels like doing after a long day of selling. When a meeting is logged for a deal, Actioner sends a DM to meeting owners with meeting and deal details and reminds to add notes.

Actioner works like a smart assistant and makes it easy for you to log your meeting notes through Slack. Through meeting notifications, you can add notes about your sales meeting or your notes about the progress of your deal, add relative tasks or update the properties of your deal.

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 property changed

Suggested actions

  1. Add note
  2. Add task
  3. Update deal

Some other handy workflows

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Slack-first sales with HubSpot

Slack notifications for new leads in HubSpot

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

Slack-first sales with HubSpot

Deal rooms in Slack

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

Slack-first sales with HubSpot

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.