New company assigned

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