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

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 automatically notify about deal registrations, achieving both operational efficiency and error reduction.
Additionally, it can enhance collaboration between teams and members.
This article introduces how to integrate HubSpot and Slack without any coding.
Consider it as a reference when you aim to improve operational 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: Operational Efficiency through Reduction of 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 allows you to eliminate 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 operational efficiency.
As a result, team members can focus on more important tasks.

Benefit 2: Enhanced Team Collaboration

If notifications to other members are delayed after creating a deal in HubSpot, prompt responses cannot be achieved.
By integrating the two tools, smooth notifications after creating a deal in HubSpot become possible.
For instance, when the sales team registers a new deal, smooth notifications can lead to quick responses from the support team.
By facilitating smooth notifications between teams and members, collaboration is enhanced, and unnecessary confirmation tasks between teams are reduced.

Benefit 3: Reduction of Human Errors

When sending messages manually, there is a risk of sending to the wrong recipient, sending incorrect registered 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 will occur thereafter.
As a result, mistakes can be reduced, and the burden of confirmation tasks on team members can be alleviated.

Now, let's introduce how to use the no-code tool Yoom to "send a message on Slack when a new deal is created in HubSpot".

[What is Yoom]

How to Send a Message on Slack When a New Deal is Created in HubSpot

This method can be realized by receiving the creation of a new deal 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 in 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 the 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 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. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for HubSpot and Slack respectively and proceed to the next screen.

For HubSpot:
※ To register in My Apps, you need to add permission to connect the app in HubSpot. Details are explained here.

・Select the account you want to link on the above screen and click "Select Account". Then, check the box on the following screen 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 following screen.

・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.

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 will start the flow.
This flow is triggered when a deal is created in HubSpot.

1. Select "My Projects" in the Yoom management screen and click "Send a message on Slack when a new deal is created in HubSpot [Copy]".
* You can change the template title on the next screen.

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

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

4. Set the trigger activation interval and click "Test".
* Trigger activation intervals of 5, 10, 15, 30, and 60 minutes are available, and the selectable times vary depending on the plan.
* The trigger action is checked once per selected interval, and if executed, the flow bot is activated. If you want to be notified immediately when a deal is created, a short 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 linked with Slack and click "Next".
* Other items are set by default.

3. Set the channel ID and message to post, and click "Test".
* The channel ID to post to can be selected from the "candidates" displayed when you click the frame.
* Messages can be directly entered as templates, and can also be set from the output "When a new deal is created" displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of values that change per 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.

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

You can reduce the task of manually 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 is a response to the form, there is often a time lag before noticing it 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 staff and time-consuming.
By using this integration, Dify automatically generates responses to inquiries and notifies the staff on Slack, greatly improving work efficiency.

Summary

By reducing manual message sending, you can save effort and time, and prevent human errors during transmission.
Additionally, smooth notifications of deal creation can strengthen collaboration between teams.
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 and teams that often face staff shortages.
The integration of HubSpot and Slack can be easily implemented by following the steps introduced in this article.
Please incorporate it into your daily operations to enhance efficiency.