Other use cases

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

What's it for?

Actioner's real-time new deal notifications are the easiest way for sales teams to track and manage new opportunities in Slack. 

It lets you 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 HubSpot Slack notifications.

How it works

When a new deal is created in HubSpot, Actioner sends a message to your desired Slack channels;

  • You can get notified on a general #sales channel for new HubSpot deals so that your sales team is informed, and can celebrate it all together within Slack.
  • Actioner also notifies the company channel associated with the deal, enabling you to keep track of company history further.

You can also quickly update the deal or add notes through the action buttons located in the notification.

How to get notified of HubSpot deals on Slack

To get notified of new HubSpot deals in Slack;

  1. Install Lead management with HubSpot app from the Actioner App directory. 
  2. Connect to your Slack workspace and HubSpot instance.
  3. During the setup select in which Slack channel you want to get new deal notifications. You're ready to go!

Some other handy workflows

Log emails to HubSpot records in Slack

Log emails to HubSpot records effortlessly within Slack.

Slack-first sales with HubSpot
Slack

Company property changed

Update HubSpot company properties and get notified of any update within Slack.

Slack-first sales with HubSpot
Slack

Add note to HubSpot records in Slack

Add note to contact, company or deal in HubSpot without leaving Slack.

Slack-first sales with HubSpot
Slack

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.