Last updated: November 20, 2020
A Slack channel can be associated manually from a Company or Deal record or using the workflows tool.
Please note: to create or associate a Slack channel, the user must be using the latest version of Slack and have groups:write and channels:write permissions in Slack.
Associate a Slack channel to a record
- In your HubSpot account navigate to a Company or Deal record.
- Click the name of the record.
- In the right panel, navigate to the Slack card and click Associate Slack channel.
- In the dialog box, click the Choose Slack channel dropdown menu to select an existing Slack channel to associate with the record, then click Associate Slack Channel. Or, click Create new Slack channel to create a new Slack channel.
Please note:
- Only public channels and private channels with the HubSpot bot as a member will display in the dropdown menu.
- Only one record can be associated with a Slack channel.
- To create a new Slack channel, enter the Channel name, Channel visibility, and Channel description.
- Click the Choose Slack users dropdown menu to invite Slack users to the channel.
- Click Create Slack channel.
- The newly created or associated Slack channel will display in the Slack card on the record.
Associate a Slack channel to a record using workflows
Please note: you must have a Marketing Hub,Sales Hub, or Service Hub Professional or Enterprise account to use workflows.
You can create a Slack channel to associate with a Company or Deal record using the Workflows tool.