How to integrate HubSpot, Dify, and Slack to create responses to inquiries in HubSpot using Dify and notify in Slack

Many companies use HubSpot to check customer inquiries daily. Have you ever faced issues where the responses to customer inquiries vary depending on the person in charge? This article introduces a method to integrate HubSpot with Dify and Slack, allowing you to create responses to inquiries in HubSpot using Dify and notify them in Slack. By creating responses in Dify, which can be reviewed by the person in charge, companies can enhance customer satisfaction while reducing the workload. Recommended for: - Customer support representatives at companies looking to streamline inquiry handling with HubSpot. - Companies considering implementing AI chatbots to reduce the burden of customer support. - IT personnel aiming to automate workflows across multiple tools. - Companies wanting to use Slack for quick information sharing among teams. - Companies aiming to maintain consistent quality in customer support and improve customer satisfaction. Benefits and Examples of Integrating HubSpot and Slack: 1. Time Reduction through Operational Efficiency By implementing a system that automatically creates response content in Dify for inquiries in HubSpot and notifies it in Slack, you can significantly reduce manual handling tasks. Typically, responding to inquiries takes time, but automation through AI allows for quick processing, enabling staff to focus on important tasks. Automation not only improves operational efficiency and saves time but also reduces staff workload. 2. Providing Consistent Response Quality Using Dify ensures that all response content is provided based on a unified standard, preventing differences in understanding or inaccurate responses among staff. AI creates responses based on pre-set templates and guidelines, allowing all staff to respond to customers with the same quality. This maintains consistency in the information provided to customers, leading to improved customer satisfaction. 3. Reducing the Burden of Customer Support AI-generated responses allow staff to quickly address inquiries, reducing their burden. Traditionally, responding to inquiries required a lot of time and effort, but with Dify's automation, staff only need to verify and make minor adjustments. This enables them to focus on solving complex issues, reducing stress and improving productivity. [Yoom Introduction] How to Create a HubSpot and Slack Integration Flow: The template used this time is "When there is an inquiry in HubSpot, create a response in Dify and notify it in Slack."

This flow will proceed in four main steps.

・Register My Apps for HubSpot, Dify, and Slack
・Copy the template
・Configure HubSpot, Dify, and Slack
・Turn on the trigger and verify the automation integration

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Step 1: Connect HubSpot, Dify, and Slack to My Apps‍

First, register the three apps we will use this time to My Apps.
By registering My Apps in advance, you can proceed smoothly with the automation settings in the future.

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1. Register HubSpot to My Apps

When the display appears as shown in the image, please select "My Apps" from the menu on the left.

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Next, click the new connection button at the top right.

Enter HubSpot in the search window and select "HubSpot" from the displayed options.

Next, you will be taken to the HubSpot account linking screen, so log in with any account.
A confirmation screen for linking will also be displayed, so click "Connect App".

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Click "Connect App" and agree to switch screens. If the above display appears, the connection is complete.

2. Register Dify to My Apps

Click the new connection button at the top right.

Enter Dify in the search window and select "Dify" from the displayed options.

Follow the instructions and click "Add".
For API, please refer to here.

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3. Register Slack to My Apps

‍Click the new connection button at the top right.

Enter HubSpot in the search window and select "Slack" from the displayed options.

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A screen requesting permission for integration will be displayed.

Click within the red frame to select the channel to send the chat.
Click any channel and click "Allow".

If HubSpot, Dify, and Slack are displayed on the My Apps screen, the My Apps registration is complete.

Step 2: Copy the Template‍

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Setting up HubSpot triggers, Dify and Slack integration

Let's operate the flow bot.
First, the HubSpot settings.
The screen shown in the image below will appear, so click within the red frame.

The screen "Select integration account and action" will appear, so click "Next".

You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

*The options for activation intervals vary depending on the plan.
Click on the form ID section to display "Output", and select any form ID from the suggestions.
Once the input is complete, conduct a test, and after a successful test, click save.

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Next, move on to the Dify settings.
Click "Send chat message".

Click "Next" on the following screen.

Proceed with entering the content.

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Embed the output in the message content.
*The image below is an example of output reference. Click the input field to display suggestions, and select the target item.

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Finally, set up to send a message to Slack.
Click "Send message to channel".

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Click "Next" on the following screen.

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Proceed with entering on the following screen.

You can easily enter the message content by using the output.

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Once the input is complete, conduct a test, confirm the test success, and click "Save".

Step 4: Turn on the trigger‍

Finally, click "Turn on trigger" to complete the automation settings.
Check if the flow bot is operating correctly.

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Other Automation Examples Using HubSpot and Slack

① Notify Slack when a lead is registered in HubSpot contacts

This flow notifies Slack when a lead is registered in HubSpot contacts. It is recommended for those who want to quickly share lead information registered in the contact list with team members.

②Create a Zoom meeting when information is sent in HubSpot

This flow creates a Zoom meeting when information is sent in HubSpot. It is recommended for those who use HubSpot as a source of information for meeting creation and want to efficiently register meeting schedules.

③ Add Content Posted in a Specific Slack Room to Google Docs

This flow adds content posted in a specific Slack room to Google Docs. It is recommended for those who conduct business communications via Slack and share information within the team using Google Docs.