Other use cases

New deal for AE

AEs to get informed in Slack when there is a new deal assigned to them in HubSpot.

What's it for?

Let your AEs get prepared for demos as soon as a new deal is created in HubSpot.

How it works

When a deal is assigned to an AE, Actioner notifies deal owner with deal details. Actioner's deal notifications let you streamline insights and actions to accelerate your business right in Slack where your team is already working.

Actioner's deal notifications are made even more powerful by the smart actions attached. Your account executives can view notes of a deal, add new tasks or notes and update the deal's properties right on the real-time Slack notification.

Typical results from using Actioner's Slack-first sales automation with HubSpot include more accurate forecasting, increased deal velocity, time savings, and greater visibility across your organization.

HubSpot event

Deal property changed

Suggested actions

  1. View notes
  2. Add task
  3. Add note
  4. Update deal
Use case app
Slack-first sales with HubSpot
Personas
AEs
SalesOps
Type
Productivity
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.