HubSpot
Slack
integromat

An automated workflow using integromat

Connects HubSpot + Slack

Send a Slack message from a new HubSpot CRM deal

About this workflow template

This automation scenario allows you to connect HubSpot and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

HubSpot and Slack can also be integrated using automation tools other than integromat:

Diagram

Send a Slack message from a new HubSpot CRM deal
Workflow diagram: HubSpot + Slack integration

How it works?

When this trigger fires in HubSpot

HubSpot

Watch CRM Objects in HubSpot

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

Then this action happens in Slack

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send a Slack message from a new HubSpot CRM deal.

Part I

Configure Applications

First, we need to connect HubSpot and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect HubSpot to Make.com.

    Connect HubSpot to Make.com.

    Give Make.com access to your HubSpot account, using HubSpot credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send a Slack message from a new HubSpot CRM deal!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • HubSpot

    Create or update contact

    Creates a new contact or updates an existing contact based on email address.

    zapier
    actionbyzapier
  • HubSpot

    Create contact

    Creates a Contact in HubSpot.

    zapierintegrately
    actionbyzapierintegrately
  • HubSpot

    Create deal

    Creates a Deal in HubSpot.

    zapierintegrately
    actionbyzapierintegrately
  • HubSpot

    Add contact to list

    Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_

    zapier
    actionbyzapier
  • HubSpot

    Create form submission

    Creates a new submission for a selected form.

    zapier
    actionbyzapier
  • HubSpot

    Update contact

    Update a Contact in HubSpot.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.