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SDR wins

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

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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

  1. Add handoff notes
  2. Share with account executives
Use case app
Lead management with HubSpot
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HubSpot for Slack Help Doc
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Company property changed

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

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Add note to HubSpot records in Slack

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

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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.