This automation scenario allows you to connect HubSpot and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier 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.
Categories
HubSpot and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a new company is added.
Then these actions happen in HubSpot and HubSpot
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Triggers when new company is available.
This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages when new companies are added in HubSpot.
Part I
First, we need to connect HubSpot and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Company Deprecated (Triggers when a new company is added.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Then set up another Action for HubSpot
Choose this action: New Company (Triggers when new company is available.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Slack.
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 Slack channel messages when new companies are added in HubSpot!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a new contact or updates an existing contact based on email address.
Creates a Contact in HubSpot.
Creates a Deal in HubSpot.
Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_
Creates a new submission for a selected form.
Update a Contact in HubSpot.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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