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Integrations

Manage notifications in Slack

Last updated: September 10, 2021

Applies to:

All products and plans

After you’ve connected the Slack app to your HubSpot account, you can receive HubSpot user notifications, conversations notifications, and call and note notifications as Slack messages.

You can also use the workflows tool to send custom notifications to a specific Slack channel, or associate a Slack channel to a company or deal record to receive notifications about activity on it. 

Please note: if you use HubSpot’s free tools, notifications will only appear in the HubSpot app in Slack.

Before you begin

  • You must invite the HubSpot app to any private Slack channels in order to receive notifications. 

Receive HubSpot user notifications

User notifications in HubSpot include mentions on records, form submissions, and task assignments and reminders. To receive HubSpot user notifications in Slack:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Notifications.
  • Click the Other apps tab.
  • Click to toggle the Slack switch on to get HubSpot notifications, tasks, and slash commands within Slack. 

slack-user-notifications

  • In the What you get notified about section, expand the topic that you want to get notifications for and select the checkbox for the specific notification type.

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.

slack-assign-notification

To stop user notifications from being sent to Slack:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Notifications.
  • Click the Other apps tab.
  • To stop specific notifications, clear the checkbox next to the notification type, then click Save.
  • To stop all user notifications, click to toggle the Slack switch off to stop all HubSpot notifications in Slack.

Receive HubSpot conversation notifications

After installing the Slack app, you can select which Slack channel new live chat conversations from HubSpot should be sent to:

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • In your list of connected apps, click the Slack app.
  • Click the Preferences tab.
  • In the Bring conversations to Slack section, use the Slack channel dropdown menus to select which Slack channel you want to sync live chats to for each inbox.
  • Click to toggle the On/Off switch to turn on/off the sync. 

slack-conversationsYou can also choose the Slack channel where new conversations should be sent to directly after you connect Slack with the conversations inbox.

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

reply-in-inbox-screenshot

Click Reply in Inbox to access the conversation in HubSpot. Alternatively, you can reply via the Slack thread. The entire conversation will still be logged in the inbox.

Please note:
  • To send a reply via the Slack thread, you need to invite the HubSpot app to that channel.
  • To send a reply via the Slack thread from a private channel, you need to invite the user that installed the HubSpot app to that channel.

 

If you're assigned a conversation before you've mapped your HubSpot user email to your Slack user email, you must claim the HubSpot user identity in Slack by clicking Claim [user email address] before sending replies. 

You can also change your availability status directly within your integrated Slack channel.

  • To set yourself as away, type the command /hs-chat-away, then hit the Enter key.
  • To set yourself as available, type the command /hs-chat-available, then hit the Enter key.

Receive call and notifications for records

You can receive Slack notifications when calls are made or notes are added to records in HubSpot by associating company and deal records to Slack channels. Once a company or deal has been associated with a channel, all new calls and notes on that record and any associated company, deal, or contact records will trigger a Slack notification. 

Please note:
  • You can only associate records with public channels and private channels where the HubSpot app is a member.
  • You can only associate one record with each Slack channel.
  • Navigate to a company or deal record:
    • In your HubSpot account, navigate to Contacts > Companies.
    • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the record.
  • In the right panel, navigate to the Slack card and click Associate Slack channel.

associate-slack-channel
  • In the dialog box, select a Slack channel:
    • To select an existing Slack channel, click the Choose Slack channel dropdown menu, then click Associate Slack Channel.
    • To create and associate a new Slack channel, click Create new Slack channel. Enter a Channel name, Channel visibility, and Channel description. To invite users to the channel, click the Choose Slack users dropdown menu. When you’re done, click Create Slack channel.

slect-slack-channel-dropdown
You can also use workflows to create and associate a Slack channel with a company or deal record.  A record’s associated Slack channel will appear in the Slack card on the record.

When a call begins, a Slack notification will be sent to the Slack channel for the associated record. When the call ends and the Call type, Call outcome and Notes are added, the notification will be updated.

slack-notification-calls

When you create a note on a record, a Slack notification will automatically be sent to your Slack channel for the associated record.

slack-note-notification

Send custom Slack notifications through workflows (Professional and Enterprise only)

You can automate custom slack notifications from your HubSpot account using workflows.

To send a slack notification with a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a workflow to edit an existing workflow. Or click Create workflow to create a new workflow.
  • In the workflow action timeline, click the + plus icon to add a workflow action. In the right panel, select Send a Slack notification.
    • To notify individual Slack users, click the Send notification to users dropdown menu, then select the users to notify.
    • To notify a slack channel, click the Send notification to channels dropdown menu and select a channel to notify.
    • To notify the record owner, click the Send notifications to existing owners dropdown and select an existing owner. 
    • In the Message text box, enter the notification message. You can use the Token dropdown menu to add tokens to the message. 
    • Click the Properties to include with message dropdown menu and select the deal properties you want to include in the notification message (optional).
  • When you're done, click Save.

slack-existing-owner

  • 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.