Other use cases

New contact of a company

Get notified in Slack when there is a new contact associated with an existing company in HubSpot.

What's it for?

Start building loyalty from day one by receiving Slack notifications of new contacts in HubSpot. Make sure that each of your customers receives quick time-to-value. Keep your users engaged and regularly using your product.

How it works

Actioner's new contact of a company notifications are the easiest way for SDRs, AEs or CSMs to track their new leads from Slack. When a new contact is created, Actioner sends a DM to the associated company's HubSpot owner in Slack and makes sure that the right person receives the lead notification at the right time.

Notifying your salespeople when a new contact from one of their companies gets captured is a great starting point, but what really enables them is the option to run the next best action directly from the Slack notification. Actioner's new contact of a company notifications include smart actions such as adding a note, or a task, and logging a meeting, or updating the contact.

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 created

Suggested actions

  1. Add note
  2. Add task
  3. Log meeting
  4. Update contact
Use case app
Slack-first sales with HubSpot
Personas
SalesOps
SDRs
CSMs
AEs
Type
Visibility
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.