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.
Categories
HubSpot and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in 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
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 if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
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
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
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
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 a Slack message from a new HubSpot CRM deal!
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.
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.
