Other use cases

Missing deal properties

Get notified in Slack when key fields are missing for a deal in HubSpot.

What's it for?

Enable continuous data hygiene practices across your CRM records in Slack by notifying your AEs when an important property of a deal is not entered or emptied.

How it works

Actioner sends a message to #deals channel and notifies AE team when a deal is updated with an empty stage, close date, owner, or amount. Logging CRM records properly with correct fields is an important part of improving data hygiene. Actioner's missing deal properties notifications allow you to get on top of these deals as they are updated with empty values.

More that just sending a notification when important properties are saved as empty, Actioner also enables your team to take relative actions on these opportunities, such as viewing logged notes, adding tasks and new notes or updating deal properties.

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. View notes
  2. Add task
  3. Add note
  4. Update deal

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.