How to integrate HubSpot with Slack to receive notifications in Slack when a new contact is added to HubSpot

Benefits of Integrating HubSpot with Slack and Automation Examples

Using HubSpot in the sales department is incredibly convenient for streamlining marketing and customer service tasks!
This time, we would like to introduce examples and setup methods for integrating HubSpot with the messaging tool Slack to further enhance customer support and information management efficiency!

So, what are the specific benefits of integrating these two apps?

Benefit 1: Instant Information Sharing
By integrating with Slack, you can share updated customer information from HubSpot in real-time using Slack messages.
This allows all members of the sales department to share the latest information and respond promptly.
You can also set notifications to specific triggers in Slack channels, creating a routine where you can immediately respond to important updates or events!

Benefit 2: Faster Customer Response
Speed is crucial in customer response!
When a new lead is added in HubSpot or the status of an existing customer changes, you can notify your team in Slack.
This enables the responsible person to respond to customer requests immediately.
Since customers are not kept waiting, it also leads to increased satisfaction!
Quick responses to inquiries should also enhance trust with your customers.

Benefit 3: Streamlined Project Management
By integrating HubSpot's task management features with Slack's project management tools, you can track task progress in real-time.
With Slack notifications, you can check tasks, preventing oversights and delays.
Additionally, team leaders can frequently check task progress, allowing for flexible follow-ups.
This strengthens team collaboration and ultimately increases the success rate of projects!

Now, let's introduce some specific examples of task automation that can be set up.

First, automatically notify Slack of HubSpot information!
When a new lead is added to HubSpot, a notification is automatically sent to a Slack channel.
The sales department can immediately respond to new leads, ensuring no opportunities are missed and follow-ups are done promptly.
For example, status changes or important customer activities are automatically notified, allowing the responsible person to act and make decisions based on the latest information.
Previously, individual follow-ups were done manually, leading to communication oversights or delays due to human error.
Automation eliminates these issues.

Furthermore, you can also automatically register from Slack posts to HubSpot.
When a message containing specific keywords or hashtags is posted in Slack, you can set it to automatically register that information in HubSpot.
For example, previously, conversations with customers on Slack were documented separately by the responsible person and shared as meeting notes.
However, automation allows for automatic registration from conversation pick-up, eliminating transmission errors and significantly shortening the workflow.

Additionally, two-way data synchronization is also possible.
You can set up two-way data synchronization between HubSpot and Slack.
For example, when a new task is added in HubSpot, a notification is sent to Slack, and when the task progress is updated in Slack, that information is reflected in HubSpot as well.
This ensures that the latest information is always available on both platforms, enabling efficient data management.

How to Create a HubSpot and Slack Integration Flow

This time, we will use Yoom to perform the integration.
Yoom is a visually intuitive tool, making it easy to set up integrations!
If you don't have a Yoom account, please obtain one from the Yoom Account Issuance Page.
It's very easy to get started!
For basic operations of Yoom, please refer to Getting Started with Yoom.

Once you can log in to your Yoom account,
1. Click "Register My App" and select "Create New".

2. Select the app you want to register (this time HubSpot and Slack) and log in with the account you will use.
Once HubSpot is registered, click "Create New" again to register Slack.
※ For detailed registration instructions for HubSpot, please refer to this.
How to Register My App in HubSpot | Yoom Help Center (intercom.help)‍

※ For detailed registration instructions for Slack, please refer to this.
How to Register My App in Slack | Yoom Help Center (intercom.help)

3. Once registered, an icon will appear in My Apps.
Please check if the icons for HubSpot and Slack are registered.

Now, let's proceed to set up the integration between the two apps!
‍We will create a flow where a notification is sent to Slack when a new contact is registered in HubSpot.

1. Click "Create New" from "My Projects" and select "Create from Scratch".

2. Enter a clear title and flow content, select "When a specific app event occurs", and choose HubSpot.

3. For the trigger action, select "When a new contact is created" and click "Next".

4. Select the trigger interval, click "Test", and if the test is successful, click "Save".

5. In the flow saved with HubSpot integration, click "+", select "Integrate with App" from the operation type selection, and click Slack.

6. Select the action "Send a message to a channel" and click "Next".

7. Enter the channel ID and message for the destination.
If Slack is registered as my app, you can select the destination channel from the candidates.
You can use the output information obtained from HubSpot, which was linked earlier, for the message, so select and enter from the output.
Click "Test", and if the test is successful, click "Save".

This completes the flow of [Notify Slack when a new contact is registered in HubSpot].

8. Finally, switch the trigger to "ON" to activate it.‍

Advanced Integration Flow of HubSpot and Slack

So far, we have introduced a simple flow, but the Yoom we used this time actually has many integration apps, allowing you to streamline various operations!

For example, even with the same HubSpot and Slack integration, you can set up a flow like using a form trigger to [add applicant information to HubSpot and manage customers when a response is made to a Yoom form].

You don't have to go through the hassle of checking each application, entering it into HubSpot, and then individually contacting the person in charge!
For users who are already registered, customer status updates can also be done automatically!
Please create a flow that fits your work and aim to improve the efficiency of various tasks!!

※ Operations with branches or settings for more than five operations cannot be used with the free plan.
※ You can also try each paid plan for free, so please take advantage of this if you want to use this feature.
※ Please refer here for details and how to start the free trial.
About what you can do and how to start with a free trial | Yoom Help Center (intercom.help)

Summary

By integrating HubSpot and Slack, we have achieved information sharing, faster customer response, and more efficient project management!

Automatic notifications of new leads, automatic registration of Slack messages to HubSpot, and automation of bidirectional data synchronization have become possible, greatly improving daily operations. Automation reduces errors such as omissions and forgetfulness due to human processes, maintaining consistency of information. More strategic sales activities can be expected than ever before!
Please try the integration!!
Let's start with something simple together!