Manage notifications in Slack

After connecting the Slack app to your HubSpot account, you can receive HubSpot user notifications, conversation notifications, and call and note notifications as Slack messages. To receive notifications in private Slack channels, you must add the HubSpot app to those channels.

Add the HubSpot app to a private Slack channel

You must add the HubSpot app to any private Slack channel to receive notifications in that channel. To add the app:

1. In your Slack account, open the private channel that you want to add the HubSpot app to. 
2. In the upper left, click the name of the Slack channel to open the channel menu.
3. Click the Integrations tab and click Add apps. 
4. Search for HubSpot and click Install. 
5. You must repeat this process for each private channel you want to use with the Slack integration. 

Receive HubSpot notifications in Slack

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:

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

5. 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.

To stop user notifications from being sent to Slack:

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

HubSpot inbox notifications

After installing the Slack app, you can select which Slack channel will receive new live chat conversations from HubSpot:

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Slack. 
3. Navigate to the General settings tab to set up Slack channels for your inboxes:

• • Toggle the On/Off switch on to sync a HubSpot inbox with a Slack channel.
  • Click the Slack Channel dropdown menu and select which channel you want to associate the inbox with.
  • Click the Inbox Channel Types dropdown menu and select which channel types to sync to Slack. 

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. 

To view the conversation in HubSpot, click Reply in Inbox. If it's a live chat, you can also reply through the Slack thread. The entire conversation will still be logged in the inbox.

Activity notifications for records

Once a company or deal is associated to a Slack channel, any new calls, notes, emails, tasks, or meetings logged on that record will trigger a Slack notification. You can associate multiple records with the same Slack channel. 

1. Navigate to a company or deal record:

• • In your HubSpot account, navigate to CRM > Companies.
  • In your HubSpot account, navigate to CRM > Deals.

2. Click the name of the record.
3. On the record's right sidebar, navigate to the Slack card and click Associate Slack channel.

4. In the dialog box, select a Slack channel:

• • To select an existing Slack channel, click the Choose Slack channel dropdown menu.
  • 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.
  • Select the checkboxes for the activities types you want to receive notifications for in the channel.
  • Click Associate Slack Channel. 

Once you've associated a Slack channel, you can edit or remove the association.

1. To edit an association, click Actions > Edit association.
2. In the dialog box, click the dropdown menu and select a new Slack channel, then click Save. 
3. To delete the association, click Actions > Remove association. 

Please note: only emails you send, forward, or reply to using your HubSpot account, or emails logged to HubSpot, will be sent to Slack. Emails you forward or reply to from your email client will not be sent to Slack, even if they are logged to HubSpot. 

You can also use workflows to create and associate a Slack channel with a company or deal record. 

Notifications from help desk

Review how to connect HubSpot help desk to Slack to manage tickets and receive HubSpot notifications in Slack. 

Send custom Slack notifications through workflows

You can send custom Slack notifications from your HubSpot account using workflows. In each Slack notification, you can add action buttons that allow users to take immediate actions within Slack, such as creating tasks and notes, logging activities, and updating record properties in HubSpot.

To send a Slack notification with a workflow:

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of a workflow to edit an existing workflow. Or click Create workflow to create a new workflow.
3. Click the + plus icon to add a workflow action.
4. In the left panel, under Integrated apps, click Slack, then select Send a Slack notification.

• • To notify individual Slack users, click the Send notification to users dropdown menu, then select the users to notify. Only users who have mapped their email addresses will appear in the dropdown menu. 
  • To notify a Slack channel, click the Send notification to channels dropdown menu and select a channel to notify. You won't see any private channels unless you've added the HubSpot app to it.
  • To notify the record owner, select the Send notification to existing owners dropdown menu, then select the owner. 
  • In the Message text box, enter the notification message. 
  • To add action buttons to the Slack notification, click the Add actions to the notification dropdown menu and select the actions you want to include. The available actions that can be added to a Slack notification include: 
    • • • Create a note
        • Log meeting
        • Log call
        • Log email 
        • Create task
        • Call contact 
        • Email contact
        • Update [object]
        • List associations
  • To @mention a user in the Slack notification, click the Add at-mentions to the notification dropdown menu and select the user to mention. 
  • Click the Properties to include with message dropdown menu and select the properties you want to include in the notification message (optional).
• 

5. When you're done, click Save.
6. 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.
7. If you include action buttons in the notification, once it's delivered to Slack, it'll include buttons to execute the corresponding HubSpot actions and it'll tag the user you selected with an at-mention. The notification will also include a Summarize [object] with Copilot button, which you can use to generate an AI-powered summary of the record. 

Please note: the Update [object] action form will display the object's properties that are included in the object's create form in your HubSpot account.

Create a Slack channel with workflows

Set up a workflow to automatically create a new Slack channel. Once the channel is created, it'll appear on the associated CRM records. The Slack card on the right sidebar of records will show that the channel was created by a workflow. 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of an existing workflow, or create a new workflow.
3. Click the + plus icon to add a workflow action.
4. In the left panel, under Integrated apps, click Slack, then select Create a Slack Channel. 

• • To add a name for the Slack channel, click the Channel Name field. You can specify the channel name or use a personalization token. Channel names must be 80 characters or less, and can only contain lowercase letters, numbers, hyphens, and underscores.
  • To select the visibility of the Slack channel, click the Channel Visibility dropdown menu and select the visibility. You can select whether the created channel will be public or private. A private channel will only be visible to the user who owns the enrolled record.
  • To add a description to the Slack channel, click the Set channel description field. 
  • To invite users to the Slack channel, click the Invite users to the channel dropdown menu and select the users you want to invite. 
  • To select the types of activities that you want to notify the Slack channel about, click the Select activity updates to send to the channel dropdown menu and select the activity types.