Last updated: October 21, 2020
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Once you’ve connected the Slack app to your HubSpot account, you can receive user notifications as Slack messages. User notifications will be sent to the HubSpot app in Slack by default.
When the Slack app is connected, you will receive user notifications and incoming conversations inbox notifications as Slack messages by default. Send Slack notifications to a specific channel with the workflows tool.
Please note: if you're sending notifications to a private Slack channel, you need to invite the HubSpot app to that channel. After selecting the channel, @HubSpot in the channel so your notifications come through.
The following HubSpot notifications will be sent as direct messages to Slack from the HubSpot app in Slack:
Please note: 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 disable all notifications, a notification type, or specific notifications from being sent to Slack:
If your account has a HubSpot Sales Hub Starter or Professional subscription, you can also receive notifications about incoming live chats from the messages tool in a dedicated Slack channel and chat with visitors directly through a Slack thread. Learn more about integrating Slack with your conversations inbox.
If you're a Sales HubStarter or Professional user, you can also receive notifications about incoming live chats in a dedicated Slack channel, and chat with visitors directly through a Slack thread. Notifications will be sent to a designated Slack channel when you receive a new message. You can set the Slack channel in your inbox settings.
The notification sent to Slack contains key information about the conversation:
Click Reply in Inbox to access the conversation in HubSpot. Alternatively, you can reply via the Slack thread. The whole 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.
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.
Receive calls notifications in your dedicated Slack channel. When a call begins, a Slack notification will be pushed to your channel. When the call ends and the call type, call outcome and notes are added, the notification will be updated in your dedicated channel.
You can also receive notifications when you create contacts and companies in a dedicated Slack channel. When you create a note for a contact or deal record, then associate it with a company, a Slack notification will be pushed to your dedicated channel.
Please note: notifications will only be created for the associated company or deal record in the dedicated Slack channel.
You can send notifications to Slack channels or users via an action in contact-based workflows, company-based workflows, deal-based workflows, ticket-based workflows, and quote-based workflows.
Learn more about creating workflows.
Marketing Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based workflows only.
Sales Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based, deal-based and quote-based workflows only.
Services Hub Professional and Enterprise users have access to the Send a Slack notification action in company-based and ticket-based workflows only.
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