How to integrate HubSpot with Slack to receive notifications in Slack when a lead is registered as a contact in HubSpot

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

I believe that quickly sharing contact information is important in marketing and sales departments.
In this article, I will introduce the method of "Notifying Slack when a lead is registered in HubSpot contacts."
This can reduce the manual work of notifications and facilitate smooth confirmation of contact information.
Additionally, we will create a flow bot using Yoom, which allows for no-code app integration.
We will explain the detailed steps with screenshots of Yoom.

Please take a look.

Recommended for

・Those who use HubSpot and Slack but find manual notification and sharing of lead information cumbersome
・Those who want to manage a large amount of lead information and are considering measures to prevent errors and oversights
・Company representatives who want to quickly share lead information to strengthen team collaboration
・Those interested in reducing manual work and learning about IT tool integration methods

Benefits and Examples of HubSpot and Slack Integration

Benefit 1: Automate Notification Tasks

By integrating HubSpot and Slack, you can automatically notify Slack of HubSpot contact information.
This can reduce the manual work of notifying Slack.
For example, suppose you register a company that made an inquiry in HubSpot.
Once registered, it is automatically notified to Slack, saving you the trouble of entering it and potentially shortening administrative work time.
As a result, you can allocate more time to important tasks such as customer support.

Benefit 2: Prevent Errors

Automatically notifying Slack of HubSpot contact information can reduce the risk of missing lead information and manual input errors.
For example, suppose you participate in an exhibition and register a large number of contact information. Manual work may increase the risk of human error.
By integrating HubSpot and Slack, notifications are automated, allowing for smooth customer actions.
Additionally, notifying Slack allows the entire team to check contact information, potentially preventing lead response omissions or delays.
This enables you to maintain the customer's level of interest and possibly move to the next step.

Benefit 3: Visualize Leads

When a lead is registered in HubSpot, it is immediately notified to Slack, allowing sales and marketing to grasp new lead information just by checking Slack.
For example, even if you cannot immediately check your PC while on the go, sending information to a chat tool makes it easier to confirm.
This realizes the visualization of contact information.
Consequently, it becomes easier for the team to share contact information and proceed with work while communicating about it.

These are the three benefits of integrating HubSpot and Slack.
Next, let's explain about Yoom.

[What is Yoom]

How to Create a HubSpot and Slack Integration Flow

Now, let's explain how to create a flow bot that "Notifies Slack when a lead is registered in HubSpot contacts."
This will be completed in three steps: ① Registering My App, ② Setting Triggers, and ③ Setting Actions.
Let's operate together while looking at the screen!
First, click the banner below to copy it to your Yoom My Project.

Clicking will take you to the Yoom template site.
Click "Try this template" on that screen.

‍
When you click, it will display that the copy is complete, so please click "OK".

This completes the template copy.

Step 1: Connect HubSpot and Slack to My Apps

Next, let's connect Yoom with each app.
This will allow you to create a flow bot.

1. Register HubSpot to My Apps

First, let's connect HubSpot.
After logging into Yoom's workspace, select My Apps and then click New Connection.

Select HubSpot in the New Connection for My Apps.

Click "Sign in to your HubSpot account".

Enter your email address, then enter your password and click Login.

Besides the method introduced this time, you can also log in using Google or Microsoft, so please connect using your preferred method.
This completes the registration of HubSpot to My Apps.

2. Register Slack to My Apps

Next, let's connect Slack.
Follow the same steps as before: My Apps → New Connection.

Select Slack on the New Connection screen for My Apps.

‍

On the screen to sign in to the workspace, enter the Slack URL and click "Continue".

Scroll through the workspace access request screen.
Select the channel to post in the channel search and click Allow.

This completes the registration of Slack to My Apps.

Step 2: Set Up HubSpot Trigger

Next, let's set up the Flowbot.
Please click "When a new contact is created".

1. Select Linked Account and Action

・You can change the title.
・Check the account information linked with HubSpot.
・Select the trigger action "When a new contact is created".
・Once entered, click "Next".

2. API Connection Settings for App Trigger

・Select the trigger activation interval from the dropdown.
・You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Once set, create a new contact in HubSpot and click test.

・If the test is successful and the output is obtained, save it.

Step 3: Set Up Slack Action

Next, click "Send a message to the channel" to complete the setup.

1. Select Linked Account and Action

・You can change the title.
・Check the account information linked with Slack.
・Select the action "Send a message to the channel".
・Once set, click "Next".

2. API Connection Settings

・Set the channel ID to post to.
・Create the message by selecting the necessary values from HubSpot's output items, as shown in the attached image.
・You can mention by writing <@memberID>. For other mention methods, please check here.
・After input, click test, and if the message can be sent to Slack, save it.

Click save, and it will display that all settings are complete, so click "Turn on Trigger".

With this, the Flowbot setup is complete!

Other Automation Examples Using HubSpot and Slack

Yoom offers a variety of templates.
It's easy to operate as you only need to set it according to the template.
Here are some examples.

1. This template automatically sends a message in Slack when a new deal is created in HubSpot.

You will receive a notification in Slack, which you use regularly, when a new deal is registered, without having to open HubSpot to check.
This saves you the trouble of checking and allows you to focus on other tasks.

2. This is a template for automatically notifying Slack when a form is submitted to HubSpot.

By notifying Slack, you can quickly check the form information.
This makes it easier to share form information and allows the team to quickly coordinate and respond to customers.

3. This is a template for automatically creating HubSpot contacts based on Google Form information.

Manually registering Google Form information into HubSpot can be time-consuming.
When numerous forms are received, input errors or omissions may occur.
By integrating Google Forms with HubSpot, you can reduce the burden of administrative tasks and human errors.

Summary

By integrating HubSpot and Slack, you can automate manual tasks and potentially prevent task omissions and human errors.
Additionally, tasks become easier to check, which may facilitate smoother customer interactions.
With Yoom, anyone can easily integrate apps without any coding.
Since it can be set up without specialized knowledge, even beginners can try it out easily.

Why not take this opportunity to integrate HubSpot and Slack to automate the sharing of contact information?