How to integrate HubSpot with Slack to send a message in Slack when a new deal is created in HubSpot

Do you find it burdensome to manually send messages every time you create a new deal in HubSpot? Manual message sending is not efficient and poses the risk of various human errors. By integrating HubSpot with Slack, you can automate deal registration notifications, achieving both improved work efficiency and error reduction. Additionally, it can enhance collaboration among teams and members. This article introduces a no-code method to integrate HubSpot and Slack. Use it as a reference when you want to improve work efficiency. Recommended for: - Companies using HubSpot and Slack - Those using HubSpot and Slack but find information sharing cumbersome - Those who want to enhance team communication by integrating HubSpot and Slack - Those who want to prevent notification omissions and streamline progress management by integrating HubSpot and Slack Benefits and Examples of Integrating HubSpot and Slack Benefit 1: Streamlining Work by Reducing Manual Sending You may have thought about streamlining the task of manually sending messages every time you create a new deal in HubSpot. By integrating HubSpot with Slack, you can automatically send messages to Slack when a new deal is created. This eliminates the hassle of creating and sending messages. For example, teams with limited manpower can use this automation to eliminate manual communication processes, leading to improved work efficiency. As a result, staff can focus on more important tasks. Benefit 2: Strengthening Team Collaboration If notifications to other members are delayed after creating a deal in HubSpot, prompt responses cannot be achieved. Integrating the two tools allows for smooth notifications after creating a deal in HubSpot. For example, when the sales team registers a new deal, smooth notifications can lead to prompt responses from the support team. By facilitating smooth notifications among teams and members, collaboration is strengthened, and unnecessary confirmation tasks between teams are reduced. Benefit 3: Reducing Human Errors When sending messages manually, there is a risk of sending to the wrong recipient, sending incorrect information, or forgetting to send messages. Such human errors can be reduced through integration. For example, even in situations where multiple deals need to be created and notified simultaneously, automation ensures that once the correct information is entered into HubSpot, no human errors occur afterward. As a result, errors can be reduced, and the burden of confirmation tasks on staff can be alleviated. Now, let's introduce how to send a message on Slack when a new deal is created in HubSpot using the no-code tool Yoom. [What is Yoom] How to Send a Message on Slack When a New Deal is Created in HubSpot This method is achieved by receiving notifications of new deals created in HubSpot using HubSpot's API and notifying Slack using Slack's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. We will create it through the following major processes: - Register HubSpot and Slack as My Apps - Copy the template - Set the HubSpot trigger as the starting point of the flow, followed by Slack settings - Turn on the trigger button and verify the integration operation between HubSpot and Slack If you are not using Yoom, please register for free from [here]. If you are already using Yoom, please log in.

Step 1: Register HubSpot and Slack in My Apps First, register HubSpot and Slack in My Apps to integrate them with Yoom. 1. On the left side of the Yoom management screen, select "My Apps" and click "+ New Connection." 2. On the following screen, search for HubSpot and Slack respectively and proceed to the next screen. For HubSpot: *Note: To register in My Apps, you need to add permission to connect the app in HubSpot. Detailed instructions are explained [here](https://intercom.help/yoom/ja/articles/5506345-hubspot%E3%81%AE%E3%83%9E%E3%82%A4%E3%82%A2%E3%83%97%E3%83%AA%E7%99%BB%E9%8C%B2%E6%96%B9%E6%B3%95). - On the above screen, select the account you want to link and click "Select Account." Then, check the box on the screen below and click "Connect App" to complete the registration in My Apps. For Slack: - Enter the workspace URL on the above screen and click "Continue," then sign in on the screen below. - Set the channel where you want to post messages and click "Allow" to complete the registration in My Apps. *Detailed instructions for My Apps are also explained [here](https://intercom.help/yoom/ja/articles/5483092-slack%E3%81%AE%E3%83%9E%E3%82%A4%E3%82%A2%E3%83%97%E3%83%AA%E7%99%BB%E9%8C%B2%E6%96%B9%E6%B3%95). Step 2: Copy the Template Next, copy the template for integrating HubSpot and Slack. 1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting up the HubSpot Trigger

Set up the trigger action that initiates the flow.
This flow is triggered when a deal is created in HubSpot.

1. Select "My Projects" in the Yoom management screen and click "【Copy】Send a message in Slack when a new deal is created in HubSpot".
* The template title can be changed on the next screen.

2. Click "App Trigger When a new deal is created".

3. Confirm the account to be linked with HubSpot and click "Next".
* Other items are set by default.

4. Set the trigger activation interval and click "Test".
* Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable times vary depending on the plan.
* The trigger action is checked once at each selected interval, and if executed, the flow bot is activated. If you want to be notified immediately of deal creation, a shorter interval setting is recommended.

5. If the test is successful, the information obtained from HubSpot will be displayed in the output.
If there are no issues, save it.

Step 4: Setting up Notifications to Slack

Finally, set up notifications to Slack when a new deal is created in HubSpot.

1. Click "Integrate with App Send a message to a channel".

2. Confirm the account to be linked with Slack and click "Next".
* Other items are set by default.

3. Set the channel ID and message for posting, and click "Test".
* The channel ID for posting can be selected from the "Candidates" displayed by clicking the frame.
* Messages can be directly input as templates. You can also set them from "When a new deal is created" in the output displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of values that change with each deal.
* How to set mentions in messages is explained on this help page.

4. If the test is successful, click "Save".

5. When the trigger is turned ON, a message will be automatically sent to Slack whenever a new deal is created in HubSpot.

If you have any questions about the flow introduced, please check this help page.

Other Automation Examples Using HubSpot and Slack

There are many other examples of automation using HubSpot and Slack at Yoom, so here are a few to introduce.

1. Notify Slack when a lead is registered in HubSpot's contacts

You can reduce the manual task of sending messages every time a lead is registered in contacts.
By utilizing this integration, sharing lead information becomes smoother, further enhancing work efficiency.

2. Notify Slack when a form is submitted to Hubspot

Even if there are responses to the form, there is often a time lag before noticing via email confirmation.
By using this integration, you can quickly become aware of responses to the form and respond promptly.

3. When there is an inquiry on HubSpot, create a response with Dify and notify on Slack

Manually creating responses to inquiries is a significant burden for the person in charge and is time-consuming.
By using this integration, Dify automatically generates responses to inquiries and notifies the person in charge on Slack, which can greatly improve work efficiency.

Summary

By reducing manual message sending, you can save effort and time, and prevent human errors during transmission.
Additionally, smooth notifications of transaction creation will likely strengthen team collaboration.
In this way, the integration of HubSpot and Slack is expected to greatly contribute to operational efficiency and team collaboration.
This automation will be particularly beneficial for companies or teams that often face staff shortages.
The integration of HubSpot and Slack can be easily implemented by following the steps introduced in this article.
Be sure to incorporate it into your daily operations to improve efficiency.