Log sales meetings

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