How to Notify Slack When a New Contact is Registered in HubSpot

[About Yoom]

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)‍

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

3. Once registered, an icon will appear in My Apps.
Check if the icons for HubSpot and Slack have been registered.

Now, let's set up the integration for the two apps!
‍[Create a Flow to Notify Slack When a New Contact is Registered in HubSpot]

Click "Try It" on the template below!

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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.

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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.

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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".

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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.‍

Other Automation Examples Using HubSpot and 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.

Examples of Automation Using HubSpot

Create a Ticket in HubSpot When Information is Registered

By automating the creation of tickets in HubSpot whenever new information is registered, you can save time and reduce the manual effort required.

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.

Create a Folder When a Company is Registered in HubSpot

A folder is automatically created each time a company is registered, saving you the time and effort of creating folders manually.

Examples of Automation Using Slack

Notify Specific Received Content

Automatic notifications based on specific keywords can potentially eliminate the need for manual verification tasks.

Notify when a message is posted on Slack

When a new message is posted on Slack, you can automatically send a notification to another communication tool, speeding up information sharing.

Benefits of Integrating HubSpot with Slack

Benefit 1: Instant Information Sharing‍

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!

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