Other use cases

Update next steps

Get reminded in Slack to update next steps when a deal amount is changed or when a deal is closed in HubSpot.

What's it for?

In each stage of the sales pipeline, your leads are looking for certain information. It's up to you to know how to guide potential prospects and customers. As a deal's amount changes or when it is closed, Actioner notifies the deal owner with next steps in playbook and reminds her to update next steps according to changing conditions.

How it works

To ensure the next steps are reviewed and updated, Actioner sends a DM to HubSpot owner of the deal when its amount is updated and when it is closed, with a win or loss. Your next steps should mirror your workflows and all of the things you need to get done to move your deals to the next stage. Next step reminders help you keep track of what you've done and what you have left to do.

More that just sending a reminder, Actioner also offers smart contextual actions with these notifications. In Slack, you can add tasks to your deals, log calls associated with them, change their properties and even update the next steps according to updated stage or deal amount.

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. Update next steps
  2. Add task
  3. Log call
  4. Update deal
Use case app
Slack-first sales with HubSpot
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.