HubSpot And Slack Integration

HubSpot & Slack
Integration
cloud.analogy info@cloudanalogy.com +1(415)830-3899

❏ Turn Slack messages into a HubSpot task or ticket.
❏ Use slash commands to search or post info from HubSpot.
❏ Get HubSpot notifications in Slack.
❏ Send Slack notifications through HubSpot workflow.
Benefits of HubSpot CRM And Slack Integration

❏ Whenever we create a contact in
HubSpot CRM, it should give a
reminder in particular selected channel
of Slack.
❏ Whenever we create a task in Slack, it
should get updated in HubSpot.
Project Overview

Login to
Slack
Login to
Zapier
Create a
flow
Login to
HubSpot CRM
HubSpot as well
as Slack updated
vice versa
Our Solutions

Log in
to your
HubSpot CRM
Log in to your
Slack account
Log in to your
Zapier account
Choose app and
event account.
Set up the
trigger and
test the
trigger.
In trigger,
select HubSpot
and in action
select Slack.
Choose app and
event, account.
Setup the
action and test
the action.
Activate the
flow
Steps To Integrate HubSpot CRM With Slack

Steps To Create A Flow And Sync
Data Between The Following

Step 1: Log in to HubSpot CRM and Slack. Log in to Zapier in order to make
integration between HubSpot and Slack.
Step 2: Choose the app you want to be in trigger and action respectively.

Step 3: Choose app, account. Meanwhile set up and test the trigger.

Step 4: Choose app, account. Meanwhile set up and test the action.

Step 4: Our Flow looks like this now.

While creating the zap flow, we have to make the
connection. While connecting HubSpot to Slack, we select
the triggers, actions, and save the flow. When we will turn
on the flow, it will automatically update the Slack channel
that we’ve connected. Slso when it creates task in slack, it
will get reflected in Hubspot.
Conclusion

Thank You

HubSpot And Slack Integration

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