Manage your records in Slack

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

View, create, and update records

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

View, create, 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. 

• Hover over a message and click the More actions icon ••• , then select Create a task or Create 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 be created automatically in HubSpot. The HubSpot app will post a confirmation message in the channel that only you can see.

• 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.
• Any attachments or links in the message will also sync to the task, ticket, or note. 

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: 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 create contacts, companies and deals

• In your Slack channel, click the Run Shortcut icon in the reply text box. 

• Click Create a company, Create a contact or Create 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.

• 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.

Search for and share your records in Slack

You can use slash commands in Slack, or the HubSpot Search shortcut in Slack to search for any records in your HubSpot portal. 

Use the Search with HubSpot shortcut

To use the HubSpot Search shortcut:

• In your Slack channel, click the Run Shortcut icon in the reply text box.

• Click Search. If your Slack workspace is connected to multiple HubSpot accounts, you'll see a message to select the HubSpot account to search. 
• In the pop-up window, click the HubSpot Record Type dropdown menu and select the record type you want to search for. You can search for contacts, companies, deals, tickets or tasks. 

• Input the criteria you want to search by and select the channel to display the search results in. 
• Click Search.
• The HubSpot app will return the first three results for your search term, which will include basic information about the contact, company, deal, ticket or task. All results are only visible to your Slack user.
• Click the record to view it in HubSpot.
• Click Add association to associate other records with the record.
• Click Add note to add a note to the record.
• Click Post to channel to share the contact with the channel.

Use slash commands to search for a record

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.

• 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.