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Manage your records in Slack

Last updated: November 12, 2021

Applies to:

All products and plans

Once you’ve connected the Slack app to your HubSpot account, you can view, add, and update records from Slack.

View, add, and update records

You can create a HubSpot task or ticket from a Slack message, or update a current record in your HubSpot account.

View, add and update tasks or tickets

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.

  • Hover over a message and click the More actions icon ••• , then select Add a task or Add a ticket.
  • In the dialog box, enter the required fields for your task or ticket. When you're done, click Save.
  • If you have multiple HubSpot accounts connected to your Slack workspace, a prompt will appear in Slack to select the HubSpot account for the action. Click Choose under the Account name. Or, if you have more than four HubSpot accounts, click the Choose account dropdown menu and select a HubSpot account.
  • The task or ticket will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.
  • To view the task or ticket in HubSpot, click the name of the task or ticket in the message.
  • Within the message, you can:
    • Click Add association to associate a contact, company, or deal with the task or ticket.
    • Click Post to channel or Post to thread to post the task or ticket message to the Slack channel or thread.
    • Click Add note to write a note on the task or ticket timeline.
    • After posting a ticket to the channel or thread, click the Update ticket status dropdown menu to change the ticket status.

Please note: the Add 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.

View and add contacts, companies and deals

  • In Slack, from any channel or direct message, click the Shortcuts icon, then click HubSpot.
  • Click Add a company, Add a contact or Add a deal
  • In the dialog box, enter the required fields for your contact, company or deal. When you’re done, click Save
  • The contact, company or deal will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.
slack-new-deal-1
  • To view the record in HubSpot, click the name of the record in the message.
  • You can also view a preview of a contact record when you copy and paste a contact record URL into a Slack channel or direct message.
contact preview

Search for and share your records in Slack

Using slash commands in Slack, you can search for an asset or record and share it in a slack channel or direct message.

Search for and share a HubSpot contact, company, deal, knowledge base article, playbook, task, or ticket. 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.

  • In your channel, click into the reply text box and enter:
    • Contact:
      • /hs-search-contact {contact name} searches for all contacts matching the search term.
    • Company:
      • /hs-search-company {company name} searches for all companies matching the search term.
      • /hs-report-company posts key KPIs including; number of associated contacts, number of associated deals with deal stage, number of website visits, and number of page views.
      • /hs-buying-committee posts the buying committee information for a company record to your channel.
    • Deal:
      • /hs-search-deal {deal name} searches for all deals matching the search term.
      • /hs-search-my-deal {deal name} searches for deals assigned to the user matching the search term,
      • With deals, you can update the deal stage from Slack. Click Update deal stage and select a deal stage in the drop down menu.
    • Knowledge base article: /hs-search-kb {article title}

Please note: knowledge base articles that require member registration will not appear in Slack's search results.

    • Playbook: /hs-search-playbook {playbook title}
    • Task: /hs-search-task {task title}
    • Ticket: /hs-search-ticket {ticket title}
  • The HubSpot app will return the first three results for your search term, which will include basic information about the contact, company, deal, knowledge base article, playbook, task, or ticket. All results are only visible to your Slack user.
  • To share a contact, company, deal, knowledge base article, playbook, task, or ticket with your channel, click Post [object] to channel.

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.