Last updated: August 3, 2023
Once you’ve connected the Slack app to your HubSpot account, you can view, create, and update records from Slack.
It is recommended to create tasks and tickets in public channels, or private channels that the HubSpot app is invited to. If you create a task or ticket from a message in a direct message, group message, or private channel where the HubSpot app wasn't invited to, the task or ticket will be created in HubSpot but the HubSpot app will not post a notification in Slack.
Please note: the Create a ticket action has a maximum of 10 fields (required or otherwise) that can be added. The following property field types are not supported: Attach a file, HubSpot user, Multiple checkbox and Calculation. If you have more than 10 fields in your ticket, create a new ticket from the tickets index page.
You can use slash commands in Slack, or the HubSpot Search shortcut in Slack to search for any records in your HubSpot portal.
To use the HubSpot Search shortcut:
Using slash commands in Slack, you can search for and share a HubSpot contact, company, deal, knowledge base article, playbook, task, or ticket in a Slack channel or direct message.
If you have multiple HubSpot accounts connected to your Slack workspace, a prompt will appear in Slack to select the HubSpot account for the slash command. Click Choose under the Account name. Or, if you have more than four HubSpot accounts click the Choose account dropdown menu to select a HubSpot account.
Please note: knowledge base articles that require member registration will not appear in Slack's search results.
Please note: the /hs-search slash commands will only work in public channels, or private channels that the HubSpot app was invited to. The commands will show no response in direct messages and group messages, or private channels where the HubSpot app wasn't invited.