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

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, allowing for smoother 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 from Yoom.

Please take a look.

Recommended for

・Those who use both HubSpot and Slack but find manual notification and sharing of lead information cumbersome.
・Those who want to keep track of numerous lead information and are considering measures to prevent mistakes or oversights.
・Company representatives who want to quickly share lead information and strengthen inter-team collaboration.
・Those interested in reducing manual work and learning about IT tool integration methods.

Benefits and Examples of Integrating HubSpot and Slack

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 will be automatically notified to Slack, saving you the trouble of inputting and potentially shortening administrative work time.
As a result, you can utilize more time for important tasks such as customer service.

Benefit 2: Prevent Mistakes

Automatically notifying Slack of HubSpot contact information can reduce the risk of missing lead information and input errors from manual work.
For example, suppose you participate in an exhibition and register numerous 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, notifications to Slack allow the entire team to check contact information, preventing missed or delayed lead responses.
This can help maintain the customer's level of interest and potentially 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 out, sending information to a chat tool makes it easier to confirm.
This will likely achieve the visualization of contact information.
As a result, it becomes easier to share contact information within the team, and it is expected that work can progress while communicating about the contact information.

These are the three benefits of integrating HubSpot and Slack.
Next, I will explain about Yoom.

[What is Yoom]

How to Create a HubSpot and Slack Integration Flow

Now, I will explain how to create a flow bot for "Notifying Slack when a lead is registered in HubSpot contacts."
This will be completed in three steps: ① Registering My App, ② Setting Triggers, 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.
On that screen, click "Try this template".

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

The template copy is now complete.

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 click on New Connection.

Please select HubSpot in the New Connection for My Apps.

Click on Sign in to your HubSpot account.

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

In addition to 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, click My Apps → New Connection.

On the New Connection for My Apps screen, select Slack.

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On the sign-in screen for 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 HubSpot Trigger

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

1. Select Integration 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. App Trigger API Connection Settings

・Select the trigger interval from the dropdown.
・You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger 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 Slack Action

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

1. Select Integration 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 the HubSpot output items, as shown in the attached image.
・You can mention by writing <@memberID>. For other mention methods, please check here.
・After entering, click test, and if the message can be sent to Slack, save it.

When you click save, it will show that all settings are complete, so click "Turn on Trigger".

This completes the setup of the flow bot!

Other Automation Examples Using HubSpot and Slack

Yoom offers a variety of templates for you.
Simply set them up according to the templates, and you can easily operate them.
Here are some examples.

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

You don't have to open HubSpot to check; you'll receive a notification in Slack, which you always use, when a new deal is registered.
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, allowing 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 review, which may lead to smoother customer interactions.
With Yoom, anyone can easily integrate apps without any coding.
Even those without specialized knowledge can set it up, making it accessible for beginners to try.

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