Other use cases

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

What's it for?

Begin your planning right away when you receive a Slack notification about a new deal. Move opportunities quickly through the pipeline. Close deals faster with Slack notifications and smart actions suggested within.

How it works

Actioner's real-time new deal notifications are the easiest way for sales teams to track and manage new opportunities in Slack. When a new deal is created in HubSpot, Actioner sends a message to #deals channel and notifies AE team with deal details, enabling right team to take actions on a new opportunity as soon as it is added to your HubSpot account.

Not only Actioner routes deal notifications to right teams, but also empowers them with the smart actions that can be run directly from the notification, such as updating its stage or owner.

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 created

Suggested actions

  1. Update stage
  2. Update owner

Some other handy workflows

Slack notifications for new leads in HubSpot

Get notified in Slack when a new contact is added in HubSpot.

Slack-first sales with HubSpot

Deal rooms in Slack

Gather all stakeholders in a dedicated Slack channel and collaborate on your deal from all angles.

Slack-first sales with HubSpot

New company assigned

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

Slack-first sales with HubSpot

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.