Sales Integrations

Actioner
Participant

Actioner: The best HubSpot and Slack Integration

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.

2 Replies 2
kvonloesecke
Community Manager
Community Manager

Actioner: The best HubSpot and Slack Integration

Thank you for sharing this integration with us, @Actioner


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Actioner
Participant

Actioner: The best HubSpot and Slack Integration

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