An automated workflow using zapier
Connects HubSpot + Slack
Send Slack messages for new HubSpot contacts
About this workflow template
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:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in HubSpot
Triggers when new contact is available.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new HubSpot contacts.
Part I
Configure Applications
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
Build an integration workflow
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 Contact (Triggers when new contact is available.).
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.).
Part III
Test and Publish
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 messages for new HubSpot contacts!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create or update contact
Creates a new contact or updates an existing contact based on email address.
actionbyzapierCreate contact
Creates a Contact in HubSpot.
actionbyzapierintegratelyCreate deal
Creates a Deal in HubSpot.
actionbyzapierintegratelyAdd contact to list
Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_
actionbyzapierCreate form submission
Creates a new submission for a selected form.
actionbyzapierUpdate contact
Update a Contact in HubSpot.
actionbyzapierintegrately
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
