Actioner: The best HubSpot and Slack Integration

[Actioner]

From now on, sales professionals can access and enrich their CRM data by running any HubSpot action and connecting it with other tools in Slack. 

Actioner brings Slack-first sales experience for modern sales teams—no more juggling between your sales tool stack or getting overwhelmed with continuous tab switching.

• Run any HubSpot action in Slack: Manually create, update, list, or ssign ownership for any HubSpot record or log any activity right in Slack.

• Automate sales process with Actioner, get HubSpot notifications in Slack: Build or use ready workflows on how you want to use HubSpot in Slack. Get notified of certain events with tips on your following steps in Slack.

 

Who can use Actioner?

Whether you are an SDR, Account Executive, Sales leader, or any other professional in SalesOps, you can use Actioner to manage your daily routines through Slack.

How does Actioner help?

Actioner's Slack-first sales automation with HubSpot consists of HubSpot actions and ready-made HubSpot and Slack workflows for sales professionals to accomplish their daily tasks.

Actioner sends Slack notifications whenever there is a new lead in HubSpot; key deals are created, a demo meeting is set for an AE, a new company is assigned to a Customer Success Manager, and more. 

You can create Slack deal rooms in seconds, loop in your colleagues, and access and share customer-related data from disparate tools with just one click.

There is much more Actioner can do than simply integrate HubSpot with Slack. Actioner lets you run your business without leaving Slack.

How to get started

After you sign up, follow the steps below:

1. Install the Slack-first sales automation with HubSpot from the Actioner App directory

2. Connect to your HubSpot account

Ready to go!

Slack-first sales automation with HubSpot

Actioner - HubSpot workflows in Slack

Below is the list of workflows Actioner's Slack-first sales automation with HubSpot provides.

Note that you can make changes to these workflows after you install the app from the app directory and even design your own app from scratch.

	Actioner notifies	HubSpot event	HubSpot object	Use case
1	Dedicated Slack channel for deals	Deal created	Deal	Learn more »
2	Dedicated Slack channel for leads	Contact created	Contact	Learn more »
3	New Slack channel dedicated to the deal	Deal stage changed or Deal created	Deal	Learn more »
4	Company owner	Company assigned	Company	Learn more »
5	Company owner	Contact created associated with the company	Contact Company	Learn more»
6	Dedicated Slack channel for leads	Contact created without owner	Contact	Learn more »
7	Company owner	A significant change occurs in the lead score property.	Contact	Learn more »
8	Contact owner	Lead created without source	Contact	Learn more »
9	Dedicated Slack channel for sales wins	Deal created	Deal Contact	Learn more »
10	Dedicated Slack channel for sales handoffs	Lead lifecycle stage evolves into "Opportunity"	Contact Deal	Learn more »
11	Deal owner	Deal assigned	Deal	Learn more »
12	Dedicated Slack channel for key deals	Key deal created	Deal	Learn more »
13	Dedicated Slack channel for deals	Deal close date changed	Deal	Learn more »
14	Dedicated Slack channel for deals	Deal property missing	Deal	Learn more »
15	Deal owner	Deal stage or property changed	Deal	Learn more »
16	Deal owner	Meeting ended	Deal	Learn more »
17	Dedicated Slack channel for deals	Deal stage changed	Deal	Learn more »
18	Dedicated Slack channel for sales handoffs	Deal closed won	Deal	Learn more »
19	Dedicated Slack channel for sales wins	Deal closed won	Deal	Learn more »
20	Dedicated Slack channel for lost opportunities	Deal closed lost	Deal	Learn more »
21	Deal owner	Deal closed lost with missing close reason	Deal	Learn more »
22	Dedicated Slack channel for deals	Deal closed with missing close date	Deal	Learn more »

 

Actioner - HubSpot actions in Slack

We mean it when we say you can run any HubSpot action in Slack with Actioner. Below is a detailed list.

Note that you can create HubSpot actions on your own.

HubSpot records / Slack actions	Create	Edit	Search	List	Assign ownership	Associate with
Contact	✅	✅	✅	✅	✅	Company, Deal, Ticket, Meeting, Task, Note, Call, Email
Company	✅	✅	✅	✅	✅	Contact, Deal, Ticket, Meeting, Task, Note, Call, Email
Deal	✅	✅	✅	✅	✅	Contact, Company, Ticket, Meeting, Task, Note, Call, Email
Ticket	✅	✅	✅	✅	✅	Contact, Company, Deal, Meeting, Task, Note, Call, Email
Your custom objects	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket, Meeting, Task, Note, Call, Email
HubSpot activities / Slack actions & notifications	Create	Edit	Search	List	Log	Associate with
Meeting	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket
Task	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket
Note	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket
Call	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket
Email	✅	✅	✅	✅	✅	Contact, Company, Deal, Ticket

Start managing your HubSpot deal pipeline and lead lifecycle through Slack with Actioner. » Sign up today!

Do you have any questions? Ask here, and our team will help you.

[kvlschaefer]

Thank you for sharing this integration with us, @Actioner! 

[Actioner]

We've had fun developing this one, hope everyone enjoys it!🤗