HubSpot and Slack integration
Sales and marketing activity from HubSpot shows up in Slack channels, so the team does not have to go and look for it. New leads, closed deals and contact activity arrive on the right channel automatically. HubSpot tasks and deal stages can be changed from Slack without leaving the conversation.
Why companies connect HubSpot to Slack
Sales and marketing bounce between HubSpot and the messenger, and lose time doing it. CRM updates get buried among everything else, so a hot lead waits longer than it should.
How we do it
The integration delivers contextual HubSpot notifications to dedicated Slack channels and lets people act on the CRM from inside the messenger. Slash commands give quick access to contact data.
What you get
Immediate notification of new MQLs and SQLs, cutting sales response time by half
HubSpot records created and updated straight from Slack with slash commands
Weekly pipeline summaries posted automatically to the sales manager's channel
HubSpot workflows triggered by a message in Slack
40% more engagement with the CRM, because the CRM comes to where the team already is
Use cases
A SaaS sales team that needs to know about new trial signups the moment they happen
A customer success team wanting HubSpot Service Hub tickets on a dedicated channel
A sales manager who needs a daily automated report on the team's CRM activity
A B2B company routing leads to reps through notifications on private Slack channels
Frequently asked questions
Which HubSpot workflows can Slack trigger?
Creating deals, updating contacts, assigning owners and moving pipeline stages, all through interactive buttons and forms inside a Slack message.
Can I be notified only about deals above a certain value?
Yes. The integration supports value thresholds and filters by pipeline, stage, assigned rep, lead source and any HubSpot custom field.
What does setting it up involve?
Installing the Slack app in the workspace and connecting it to the HubSpot account over OAuth. After that it is a matter of defining the notification rules and mapping them to channels.
Tell us what you want built
A few sentences about what it should do and who for is plenty. You get scope, a date and a price back within 24 hours.
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