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