SDR wins

Notify your team's Slack channel to celebrate when a lead becomes opportunity in HubSpot.

What's it for?

Share good news and allow others to show greetings. Keep your SDR team motivated while they are working on their leads.

How it works

Typically, when an SDR books a demo meeting with a contact, contact grows into opportunity stage. When the lifecycle stage of a contact becomes opportunity, Actioner fires a notification to #sales-wins channel and notifies your sales team with a celebration gif.

What better way to celebrate a SDR win than sharing with the team in Slack? When a contact becomes opportunity, Actioner appends a celebration gif to opportunity details and makes it stand out among all other updates. Besides celebrating, this can also be useful for handoffs between SDRs and AEs. With the action buttons attached to the SDR win notification, your SDRs can share their wins with account executives -or other teams in Slack and be reminded of adding the handoff notes.

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 property changed

Suggested actions

Add handoff notes
Share with account executives

Use case app

Slack-first sales with HubSpot

Go to App page 

Personas

Sales leaders

SalesOps

SDRs

AEs

Type

Visibility

Some other handy workflows

New HubSpot deal in pipeline

Get notified in Slack for new deals in HubSpot.

Visibility

Slack notifications for new leads in HubSpot

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

Productivity

Deal rooms in Slack

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

Collaboration

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.