Manage notifications in Slack

After connecting the Slack app to your HubSpot account, you can receive HubSpot user notifications, conversation notifications, and call & note notifications as Slack messages. To receive notifications in private Slack channels, you must first add the HubSpot app to those channels.

Add the HubSpot app to a private Slack channel

To receive notifications in a private Slack channel, you must add the HubSpot app to that channel. You'll need to repeat this process separately for each private channel you want to use with the Slack integration. 

Receive HubSpot notifications in Slack

After adding the HubSpot app to the Slack channel, you can customize which HubSpot notifications are sent to Slack, including user, live chat, and activity notifications. 

Receive HubSpot user notifications

User notifications in HubSpot include mentions on records, form submissions, and task assignments and reminders.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Notifications.
3. Click the Other apps tab.
4. In the How you get notified section, toggle the Slack switch on to get HubSpot notifications, tasks, and slash commands within Slack. 
5. In the What you get notified about section, click to expand a topic, then select the checkbox to the right of the notification type. To receive all notifications within a topic, select the checkbox to the right of the topic. 

6. In the bottom left, click Save.

Notifications will be sent to the HubSpot app in Slack by default. 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.

Receive HubSpot live chat notifications

After installing the Slack app, you can select which Slack channel will receive new live chat conversations from HubSpot:

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Slack. 
3. Click the General settings tab. 
4. In the Bring conversations to Slack section, toggle the ON/OFF switch on next an inbox to send notifications for that inbox's incoming live chats. 
5. Click the Slack Channel dropdown menu and select a channel.
6. Click the Inbox Channel Types dropdown menu and select the checkbox next to each channel type you want to sync to Slack.

Reply to live chats in Slack

After associating the Slack channel with the inbox, you'll receive notifications for incoming live chats in Slack. You can also chat with visitors directly through the Slack thread. 

To view the conversation in HubSpot, click Reply in Inbox. If it's a live chat, you can also reply through the Slack thread. The entire conversation will still be logged in the inbox.

Receive activity notifications for records

Once a company or deal is associated with a Slack channel, any new calls, notes, emails, tasks, or meetings logged on that record will trigger a Slack notification. You can associate multiple records with the same Slack channel. 

1. Navigate to a company or deal record:

• • In your HubSpot account, navigate to CRM > Companies.
  • In your HubSpot account, navigate to CRM > Deals.

2. Click the name of the record.
3. On the record's right sidebar, navigate to the Slack card and click Associate Slack channel.

4. To associate an existing channel: 

• • In the dialog box, click the Choose Slack channel dropdown menu and select a channel.
  • Select the checkbox next to each activity type you want to receive notifications for in the channel. 
  • Click Associate Slack channel. 

5. To associate a new channel: 

• • In the dialog box, click Create new Slack channel.
  • In the Channel name field, enter a name for the channel.
  • Click the Channel visibility dropdown menu and select Public or Private. 
  • In the Channel description field, enter a description of the channel's content. This field is optional. 
  • Select the checkbox next to each activity type you want to receive notifications for in the channel. 
  • Click Associate Slack channel. 

Once you've associated a Slack channel, you can edit or remove the association.

1. To edit an association, click Actions > Edit association.
2. In the dialog box, click the dropdown menu and select a new Slack channel, then click Save. 
3. To delete the association, click Actions > Remove association. 

Please note: only emails you send, forward, or reply to using your HubSpot account, or emails logged to HubSpot, will be sent to Slack. Emails you forward or reply to from your email client will not be sent to Slack, even if they are logged to HubSpot. 

You can also use workflows to create and associate a Slack channel with a company or deal record. 

Receive notifications from help desk

Review how to connect HubSpot help desk to Slack to manage tickets and receive HubSpot help desk notifications in Slack. 

Create a Slack channel with workflows

Set up a workflow to automatically create a new Slack channel. Once the channel is created, it'll appear on the associated CRM records. The Slack card on the right sidebar of records will show that the channel was created by a workflow. 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of an existing workflow, or create a new workflow.
3. In the workflow editor, click the + plus icon to add a workflow action.
4. In the left panel, under Integrated apps, click to expand the Slack section, then select Create a Slack channel. 

• • In the Channel Name field, enter a name for the channel or add a personalization token. Channel names must be 80 characters or less, and can only contain lowercase letters, numbers, hyphens, and underscores.
  • Click the Channel Visibility dropdown menu and select Public or Private. A private channel will only be visible to the user who owns the enrolled record.
  • To add a description to the Slack channel, enter a description in the Set channel description field. 
  • Click the Invite users to the channel dropdown menu and select the checkbox next to each user you want to invite. 
  • To select the types of activities that you want to notify the Slack channel about, click the Select activity updates to send to the channel dropdown menu and select the checkbox next to each activity type. 

Send custom Slack notifications through workflows

You can send custom Slack notifications from your HubSpot account using workflows. In each Slack notification, you can add action buttons that allow users to take immediate actions within Slack, such as creating tasks and notes, logging activities, and updating record properties in HubSpot.

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of an existing workflow or create a new workflow.
3. In the workflow editor, click the + plus icon to add a workflow action.
4. In the left panel, under Integrated apps, click to expand the Slack section, then select Send a Slack notification.
5. To notify individual Slack users, click the Send notification to users dropdown menu, then select the checkbox next to each user you want to notify. Only users who have mapped their email addresses will appear in the dropdown menu. 
6. To notify Slack channels, click the Send notification to channels dropdown menu and select the checkbox next to each channel you want to notify. You won't see any private channels unless you've added the HubSpot app to those channels.
7. To notify the record owner, select the Send notification to existing owners dropdown menu, then select the checkbox next to each owner you want to notify. 
8. In the Message text box, enter the message that will appear in the notification. 
9. To add action buttons to the Slack notification, click the Add actions to the notification dropdown menu and select the checkbox next to each action you want to include. The available actions that can be added to a Slack notification include: 

• • • • • Create a note
        • Log meeting
        • Log call
        • Log email 
        • Create task
        • Call contact 
        • Email contact
        • Update [object]
        • List associations

10. To @mention users in the Slack notification, click the Add at-mentions to the notification dropdown menu and select the checkbox next to each user you want to mention.
11. To include properties in the notification, click the Properties to include with message dropdown menu and select the checkbox next to each property you want to include in the notification message. 

12. When you're done, click Save at the top of the left panel. 

When a record is enrolled in the workflow and the action is executed, the notification will be sent to the selected Slack user or channel.

If you include action buttons in the notification, once it's delivered to Slack, it'll include buttons to execute the corresponding HubSpot actions and it'll tag the user you selected with an at-mention. The notification will also include a Summarize [object] with Copilot button, which you can use to generate an AI-powered summary of the record. 

Please note: the Update [object] action form will display the object's properties that are included in the object's create form in your HubSpot account.