Create Slack warnings for your SDRs when the lead source property is missing in HubSpot.
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.
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.
Contact property changed
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.
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.
Yes! You can disable or delete the actions that you do not want to get notifications for.
