Use the Slack Integration

Once you’ve connected the Slack app to your HubSpot account, you can view, add, and update records from Slack. Your HubSpot notifications will also be sent to Slack as messages and you can automate Slack notifications with workflows.

View, add, and update records

You can create a HubSpot task or ticket from a Slack message or update a current record in your HubSpot account.

View, add and update tasks or tickets

• Hover over a message and click the More actions icon ••• , then select Add a task or Add a ticket.
• In the dialog box, enter the required fields for your task or ticket. When you're done, click Save.
• The task or ticket will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.

• To view the task or ticket in HubSpot, click the name of the task or ticket in the message.
• Within the message, you can:
• Click Add association to associate a contact, company, or deal with the task or ticket.
• Click Post to channel or Post to thread to post the task or ticket message to the Slack channel or thread.
• Click Add note to write a note on the task or ticket timeline.
• After posting a ticket to the channel or thread, click the Update ticket status dropdown to change the ticket status. 

Please note: it's recommended to create tasks and tickets from messages in public channels, or private channels that the HubSpot app was invited to. If you create a task or ticket from a message in a direct message, group message, or private channel where the HubSpot app wasn't invited, the task or ticket will be created in HubSpot but the HubSpot app will not post a notification in Slack.

View contacts

View a preview of the contact record in Slack when you copy and paste a contact record URL.

View and share marketing emails

• In your HubSpot account, navigate to Marketing > Email.
• Click on the name of the published email that you want to share to Slack. 
• On the Performance page, click Actions > Share to Slack.

• In the right panel, select the channel to send the link to and you can include a message. 
• Click Share to Slack.
• A preview of the email will display in Slack. If the user has the correct user permissions to access the email, they can click on the link in Slack and go directly to the performance page for the email.
  

Receive HubSpot notifications

When the Slack app is connected, you will receive user notifications and incoming conversations inbox notifications as Slack messages by default. User notifications will be sent to the HubSpot app in Slack by default. Send Slack notifications to a specific channel with the workflows tool.

Please note: if you're sending notifications to a private Slack channel, you need to invite the HubSpot app to that channel. After selecting the channel, @HubSpot in the channel so your notifications come through.

User notifications

The following HubSpot notifications will be triggered as direct messages from the HubSpot app in Slack:

• Assign
• Comment
• Follow
• Mention
• Overdue
• Reminder
• Reply
• Submission
• View (i.e. document view)

Please note: you'll automatically receive your HubSpot notifications within Slack if your HubSpot user email matches that of your Slack user. Learn what to do if your HubSpot user email doesn't match your Slack user email.

To disable all notifications, a notification type, or specific notifications from pushing to Slack:

• In your HubSpot account, click your account name in the top right corner, then click Profile & Preferences.
• In the left sidebar menu, navigate to Notifications > Other apps.
• Click to toggle the Slack switch on/off to enable or disable all HubSpot notifications in Slack.

If you're a HubSpot Sales Hub Starter or Professional user, you can also receive notifications about incoming live chats from the messages tool in a dedicated Slack channel, as well as chat with visitors directly through a Slack thread. Learn more about integrating Slack with your conversations inbox.

Conversations notifications

If you're a HubSpot Sales HubStarter or Professional user, you can also receive notifications about incoming live chats in a dedicated Slack channel, as well as chat with visitors directly in a Slack thread. Notifications will be sent to a designated Slack channel when you receive a new message which you can set in your Inbox settings. 

The notification sent to Slack contains key information about the conversation: the initial message, status of the conversation, page chatted from, who the conversation is assigned to, and the HubSpot owner of the contact if known. 

Click Reply in Inbox to be taken directly to the conversation in HubSpot. Alternatively, you can reply via the Slack thread. The whole conversation will still be logged in the inbox.

If you're assigned a conversation before you've mapped your HubSpot user email to your Slack user email, you must claim the HubSpot user identity in Slack by clicking Claim [user email address] before sending replies. 

You can also change your availability status directly within your integrated Slack channel. To set yourself as away, type the command /hs-chat-away, then hit the Enter key. To set yourself as available, type the command /hs-chat-available, then hit the Enter key.

Send Slack notifications through workflows (Professional and Enterprise only)

You can send notifications to Slack channels or users via an action in contact-based workflows, company-based workflows, deal-based workflows, ticket-based workflows and quote-based workflows.

Learn more about creating workflows.

Please note:
Marketing Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based workflows only.

Sales Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based, deal-based and quote-based workflows only.

Services Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based and ticket-based workflows only.

• In your HubSpot account, navigate to Automation > Workflows.
• Click Create workflow.
• Select Company-based, Deal-based, Ticket-based, or Quote-based as your workflow type, then click Create workflow.
• Click the add icon to add a workflow action. In the right pane, select Send a Slack notification.
  
• Click the Send notification to dropdown menu to select a Slack user or channel to send the notification to.
• In the Message text box, enter the notification message. Deal tokens can be added here.
• Click the Properties to include with message dropdown menu to select deal properties to include in the notification message (optional).
• When you're done, click Save.

• When a deal or ticket enrolls in the workflow and executes the action, the notification will be sent to the selected Slack user(s) or channel(s).

Search for and share your records in Slack

Using slash commands in Slack you can search for an asset or record and share it in a slack channel or direct message.

Search for and share a HubSpot contact, company, deal, knowledge base article, playbook, task, or ticket.

• In your channel, click into the reply text box and enter:
  • Contact: /hs-search-contact {contact name}
  • Company: /hs-search-company {company name}
  • Deal:
    • /hs-search-deal {deal name} searches for all deals matching the search term
    • /hs-search-my-deal {deal name} searches for deals assigned to the user matching the search term
    • With deals, you can update the deal stage from Slack. Click Update deal stage and select a deal stage in the drop down menu. 

• • Knowledge base article: /hs-search-kb {article title}
  • Playbook: /hs-search-playbook {playbook title}
  • Task: /hs-search-task {task title}
  • Ticket: /hs-search-ticket {ticket title}
• The HubSpot app will return the first three results for your search term, which will include basic information about the contact, company, deal, knowledge base article, playbook, task, or ticket. All results are only visible to your Slack user.
• To share a contact, company, deal, knowledge base article, playbook, task, or ticket with your channel, click Post [object] to channel.

Please note: the /hs-search slash commands will only work in public channels, or private channels that the HubSpot app was invited to. The commands will show no response in direct messages and group messages, or private channels where the HubSpot app wasn't invited.

Give the HubSpot team feedback about the Slack integration.

• In your channel or direct message with the HubSpot app, click into the reply text box and enter /hs-feedback {feedback}, then hit the Enter key.
• In the dialog box, select your Sentiment, enter your feedback into the Details text box (your feedback text will appear here by default), and enter your Name (optional) and Email address (optional). When you're done, click Send.
• You'll receive confirmation of your feedback submission in a HubSpot app message, which is only visible to your Slack user.