Using HubSpot in your sales activities can greatly enhance the efficiency of your marketing and customer service operations, making it incredibly convenient! This time, we would like to introduce how to set up a flow bot that automatically notifies you when new contact information is registered by integrating HubSpot with the messaging tool Slack, as well as the benefits of doing so!
By utilizing Yoom, even beginners in programming can easily achieve automation, so those who have been hesitant thinking "it seems difficult" should definitely consider implementing it.
Recommended for:
- Those who are using HubSpot and Slack
- Those who are considering integrating HubSpot and Slack to improve operational efficiency
- Those who are managing customer information by integrating HubSpot and Slack
- Those who aim to speed up sales activities by integrating HubSpot and Slack
For those who want to try it immediately:
This article introduces 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 also start immediately from the template below, so please give it a try!
When a new contact is registered in HubSpot, notify Slack.
How to Create a HubSpot and Slack Integration Flow
Yoom, the tool we will use to create the flow bot this time, is visually intuitive, 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 Yoom operations, 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 (in this case, 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 instructions on registering HubSpot, please refer to this. How to Register My App for HubSpot | Yoom Help Center (intercom.help)
Were you able to copy it to 'My Projects' in your Yoom account? Now, let's start creating the Flowbot.
1. Click on the first step.
2. Select the trigger action "When a new contact is created" and click "Next".
3. Select the trigger interval, click "Test", and if the test is successful, "Save".
4. Proceed to the second step.
5. Select the action "Send a message to the channel" and click "Next".
6. Enter the channel ID and message to post. If Slack is registered as a My App, you can select the channel to post from the options. You can use the output information obtained from HubSpot, which was linked earlier, so select and enter from the output. Click "Test", and if the test is successful, "Save".
This completes the flow of [Notify Slack when a new contact is registered in HubSpot].
7. Finally, switch the trigger to "ON" to activate it.
When a new contact is registered in HubSpot, notify Slack.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of HubSpot and Slack. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Other Automation Examples with HubSpot and Slack
You can set up notifications in Slack when a new company is registered in HubSpot, or create a deal in HubSpot when information related to a deal is posted. Additionally, by integrating Notion, you can register inquiries from HubSpot forms and notify them in Slack.
This is a flow that registers inquiries from HubSpot forms to Notion and notifies on Slack.
■Notes - Please link Yoom with HubSpot, Notion, and Slack respectively. - You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval varies depending on the plan.
■Overview By using the workflow "Notify Slack when a new company is registered in HubSpot", you can achieve speedy information sharing. You can immediately grasp new companies, which is expected to prevent oversight.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly grasp information when a new company is registered in HubSpot ・Those who use HubSpot across the sales team but find it cumbersome to share new registration information ・Those who use Slack as a communication tool ・Those who use Slack daily and want to quickly check new customer information
■Notes ・Please link both HubSpot and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Register Contacts in HubSpot from Email Signature Information Received
By enabling seamless registration of contacts in HubSpot, manual registration tasks become unnecessary, allowing for more efficient customer management.
Register a contact in HubSpot from the signature information of an email received in Gmail.
■Overview This flow, 'Notify the person in charge on Slack with a DM when an email with specific keywords is received,' is a business workflow to promptly respond and avoid missing important emails.
■Recommended for: ・Business persons who use Gmail regularly and want to avoid missing important emails ・Managers who want to facilitate communication within the team using Slack ・Business staff who want to automate and improve efficiency based on specific keywords ・Companies aiming to expedite information sharing by enhancing the collaboration between email and chat tools
■Notes ・Please link each of Gmail and Slack with Yoom. ・Branches are a feature (operation) available on plans of Mini Plan or above. If you are using the Free Plan, operations set in the flow bot will result in an error, so please beware. ・Paid plans such as Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Slack when a message with specific conditions is posted on Google Chat" workflow facilitates seamless information sharing across different communication tools. For example, it automatically notifies Slack when a message containing specific keywords is posted on Google Chat. This improves the efficiency of information sharing within the team and ensures important messages are not missed.
■Recommended for - Team leaders who use Google Chat and Slack daily - IT personnel who want to automate information sharing between different chat tools - Company administrators who want to set message notifications based on specific conditions to improve business efficiency
■Cautions - Please link Google Chat, Slack, and Yoom individually. - The trigger activation interval can be set at 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval depends on the plan. - Integration with Google Chat is only possible with Google Workspace. See below for details. https://intercom.help/yoom/ja/articles/6647336
■Overview Automatically sends a notification to Discord when a new message is posted on Slack. The content and destination of the notification can be customized.
■Notes It is necessary to set up account linking for both Slack and Discord. Please replace the Discord notification destination and message content with any desired values.
By integrating with Slack, you can share updated customer information from HubSpot in real-time using Slack messages. This ensures that all members of the sales department can share the latest information and respond quickly. You can also set notifications to specific triggers in Slack channels, allowing you to create a routine where you respond immediately to important updates or events!
Benefit: Faster Customer Response
Speed is crucial in customer response! By notifying your team on Slack when a new lead is added in HubSpot or when the status of an existing customer changes, you can quickly respond to customer needs. This prevents keeping customers waiting, leading to improved satisfaction! Quick responses to inquiries also enhance reliability with your customers.
Benefit 3: Efficient Project Management
By integrating HubSpot's task management features with Slack's project management tools, you can track task progress in real-time. Slack notifications allow you to 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!
Conclusion
Integrating HubSpot with Slack enables information sharing, faster customer response, and efficient project management!
Automatic notifications for new leads, automatic registration of Slack messages to HubSpot, and automated two-way data synchronization can significantly streamline daily operations! Automation reduces errors such as omissions and forgetfulness due to human processes, maintaining information consistency. You can expect more strategic sales activities than ever before!
Everyone, please try integrating! Let's start with something simple together!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
