Last updated: January 19, 2023
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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.
User notifications in HubSpot include mentions on records, form submissions, and task assignments and reminders. To receive HubSpot user notifications in Slack:
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.
To stop user notifications from being sent to Slack:
After installing the Slack app, you can select which Slack channel new live chat conversations from HubSpot should be sent to:
You 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.
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.
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.
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.
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.
When you create a note on a record, a Slack notification will automatically be sent to your Slack channel for the associated record.
You can automate custom slack notifications from your HubSpot account using workflows.
To send a slack notification with a workflow:
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