Other use cases

New company assigned

AE or CSM to get real-time Slack alerts when a company is assigned to them in HubSpot.

What's it for?

Allow AEs to start engaging with clients and never pass up a new business opportunity. Let CSMs run the onboarding playbook right away after they got assigned to a company.

How it works

Actioner's new company assigned notifications are the easiest way for AEs or CSMs to manage their companies directly from Slack. When a company is assigned to an account executive or a customer success manager, Actioner sends a DM to the company's HubSpot owner in Slack and ensures that the right person receives the right notification at the right time.

Letting your team know about new companies assigned to them is a great first step, but even better is making it easy for them to take the best next action on that company directly from a Slack notification. Actioner's new company assigned notifications come with attached key actions such as adding a note, or a task, logging a meeting, showing leads from that company, adding new contacts and updating company.

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

Company created

Suggested actions

  1. Add note
  2. Add task
  3. Update company
  4. Log meeting
  5. Show leads
  6. Create contact
Use case app
Slack-first sales with HubSpot
Learn how to use this app
Check out the guide

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.