Other use cases

Missing lead source

Create Slack warnings for your SDRs when the lead source property is missing in HubSpot.

What's it for?

Lead source allows you to drive more sales by defining the initial point of lead generation. With empty lead source fields, you can not learn the context of how and why your audience discovers you or understand which efforts are working.

How it works

If a contact's source is missing when it is created, Actioner notifies SDR team through #leads channel. Logging CRM records properly with correct source fields is an important part of improving data hygiene. Actioner's lead source notifications allow you to get on top of these records as they are added to your HubSpot account.

More that just sending a notification when a lead source is saved as empty, Actioner also enables your team to take relative actions on these leads, such as updating the contact, or its original source and adding tasks or logging calls associated with them.

Typical results from using Actioner's Slack-first sales automation with HubSpot include faster response times, increased lead conversion rates, and better work rates.

HubSpot event

Contact property changed

Suggested actions

  1. Update lead source
  2. Add task
  3. Log call
  4. Update contact

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.