Integrations

Connect HubSpot and Slack

Last updated: October 13, 2020

Applies to:

All products and plans

Connect the Slack app to HubSpot to manage records and receive HubSpot notifications in Slack. Follow the steps below to integrate HubSpot and Slack, then learn more about using the Slack integration.

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.

Set up the Slack integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Search for the Slack integration, and select Slack in the results. In the top right, click Connect app.
  • You'll be redirected to Slack in a new browser tab. Review the requested permissions, then click Allow.
Please note:
  • Access to public and private channel content is requested in order 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.

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.

You can also connect the Slack integration from your conversations settings:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Inbox Inboxes
  • Click the Current view dropdown menu and select the inbox you want to connect the channel to.
  • Below the list of connected channels, in Slack Integration section, click Connect account.
  • In the dialog box, click Connect to Slack.  
  • On the next screen, click Allow to allow HubSpot to access your Slack account. 
  • You'll be brought back to your inbox settings in HubSpot. To turn on the integration to receive new chat conversations or respond in Slack, click to toggle the Slack notifications and conversations switch on. 

enable-slack-channel

  • To select the channel new conversations will be sent to:
    • Add the HubSpot app to your workspace.
    • @-mention HubSpot in your selected channel and select HubSpot[APP] in the results. Click send to Send the message to the Slack channel.
    • In the pop-up click Invite to Channel.
  • To disconnect Slack from your messages, click Disconnect from Slack.

If the Slack integration disconnects unexpectedly, it's likely because the app/integration was manually removed by a user within Slack. To prevent the integration from being disconnected, enable the Approved Apps setting in Slack. This keeps non-administrators from removing the HubSpot app from within the Slack workspace.

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.
  • You'll be redirected to the Integrations settings tab of the specific notification type that couldn't be pushed to Slack in a new browser tab or window. 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.

Please note: only one Slack workspace can be connected to Hubspot through this integration.

Next steps

After installing the Slack integration you can begin to manage your records, notifications and performs actions in HubSpot while working in Slack. Learn more about using the Slack integration with HubSpot below:

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.