Other use cases

Lost opportunities

Inform your team in Slack when a deal in HubSpot is closed lost, define flaws and start improving quickly.

What's it for?

It's important to share why you’re winning, but perhaps just as important to share lost opportunities amongst the team.

How it works

Although a closed lost is never fun, they represent an amazing learning opportunity. Anytime a deal is closed with a lost, Actioner sends a notification to your sales team with deal details in #lost-deals channel.

Understanding why customers chose not to buy, the size of the deal, or how long you’ve been working it is something the entire sales ops teams can benefit from. Lost opportunity notifications are an amazing way for -not just for sales teams but also- the entire company to understand where they can improve. Whether it's the product team that wants to understand the impact of their work or the marketing team that is curious how to best position their product effectively.

Even more powerful is the ability to append contextual actions to these notifications. You can enter a loss reason and even add a reminder task to deal record and set any date you chose to be best to re-engage.

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 or update loss reason
  2. Add task for re-engagement

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.