Last updated: August 14, 2024
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Connect the app for Slack to HubSpot to manage records and receive HubSpot notifications in Slack. Follow the steps below to connect HubSpot and Slack, then learn more about using the integration for Slack.
Integration requirements
- You must be a super admin or have App Marketplace permissions in your HubSpot account.
- You must be an administrator for the Slack workspace you want to install the integration to. If you're not a Slack administrator, you will need to contact your Slack administrator to give you access.
- Your HubSpot email must match your Slack user email.
If you've already integrated Slack with your conversations inbox, you don't need to connect the integration again.
Please note: only one Slack workspace can be connected to HubSpot through this integration.
Connect HubSpot and Slack
- In your HubSpot account, click the Marketplace icon in the top navigation bar, then select App Marketplace.
- Search for and select Slack.
- In the top right, click Install app. You'll be redirected to Slack in a new browser tab.
- Review the requested permissions, then click Allow.
Once you’ve approved the requested permissions, you'll be redirected back to HubSpot. You'll also receive an email from Slack confirming that you've installed the HubSpot app for your Slack workspace.
- Access to public and private channel content is requested to support live chat with website visitors.
- Slack member information is requested to associate actions in Slack to the correct HubSpot user in your portal.
- The HubSpot app in Slack uses reactions to provide message status context for the live chat feature in the conversations tool.
- You can use Slack Connect in the integration.
You can also connect the integration for Slack from your conversations settings:
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In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Inbox > Inboxes.
- Below the list of connected channels, in the Collaboration integrations section, click Connect Slack.
- In the dialog box, click Connect to Slack.
- On the next screen, click Allow to allow HubSpot to access your Slack account. You'll then be brought back to your inbox settings in HubSpot.
- To control where you receive Slack notifications sent to this inbox, click the dropdown menu and select a Slack channel.
You can also manage your Slack notifications for conversations in the integration's settings.
Map HubSpot and Slack email addresses
If your HubSpot user email doesn't match your Slack user email, you'll receive an email and an in-app notification to Map your HubSpot user's email address to your Slack user when HubSpot attempts to push a notification to Slack.
- In the email you receive, click View in HubSpot. HubSpot will then open in a new browser tab or window, directing you to the Integrations settings tab of the specific notification type that couldn't be pushed to Slack.
- In HubSpot, hover over the warning icon next to Slack in the upper right, then click Click here to map emails.
- In the dialog box, enter your Slack email address, then click Verify in Slack.
- A modal will prompt you to confirm your email in Slack within the next 24 hours. Click Done and navigate to Slack.
- In Slack, you'll receive an instant message from the HubSpot app to confirm that you want to map your HubSpot user to your Slack user. Click Verify to proceed.
- You'll be brought to the integrations settings for the notification type in HubSpot. In the dialog box, click Done to finish.
Disconnect the integration for Slack
To disconnect Slack from your conversations inbox and your entire HubSpot account:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Inbox > Inboxes.
- Click the Current view dropdown menu and select the inbox that Slack is connected to.
- In the Collaboration integrations section, click Edit app next to the integration for Slack.
- In the upper right, click Uninstall.
To prevent the integration from being disconnected unexpectedly, enable the Approved Apps setting in Slack. This keeps non-administrators from removing the HubSpot app from within the Slack workspace.
Give the HubSpot team feedback about the integration for Slack
- 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.
Next steps
After installing the integration for Slack you can begin to manage your records, notifications and performs actions in HubSpot while working in Slack. You can also use Slack Connect to streamline your communications. Learn more about using the integration for Slack with HubSpot:
