Efficiency is the holy grail for revenue operations teams. One essential aspect of productivity is seamlessly integrating tools to streamline processes. If you're using HubSpot for managing your sales meetings and Slack for team communication, you're already on the right track. Pushing meeting notifications to Slack along with action buttons to update meeting properties from Slack can be a big boost of productivity for your sales teams.

In this guide, we'll walk you through the steps to log meeting activities from Slack into HubSpot, keeping your team aligned and your workflow smooth.

Why Integrate HubSpot with Slack?

Before diving into the how, let's quickly explore the why behind integrating HubSpot with Slack:

1. **Centralized Communication**: Slack serves as a central hub for team communication. By integrating it with HubSpot, you ensure that all meeting activities are recorded and accessible within your CRM platform.

2. **Real-Time Updates**: With Slack's real-time messaging capabilities, you can receive instant notifications about meeting updates, ensuring everyone stays informed and on the same page.

3. **Enhanced Collaboration**: By logging meeting activities on HubSpot through Slack, you facilitate collaboration among team members. Everyone has visibility into meeting notes, action items, and follow-ups, fostering a collaborative work environment.

How to Log and Update Meeting Activities on HubSpot Through Slack

There are two ways of achieving this. If you’re looking to just log your meetings on Slack as a way of bringing visibility, you can simply use a workflow in HubSpot to make this happen. 

There is an in-depth discussion on how to setup this workflow on this HubSpot community post.

Using the native HubSpot Slack integration will be just a log message without any options to update the meeting properties. Your team will still have to navigate through to the right meeting on HubSpot to update meeting notes, outcome and other properties.

Another way of achieving this and having the options to update properties directly from the slack message is with using Sidekick. There's a pre-built workflow called Meeting Updates which is a one-click setting to enable your meeting notifications to flow into Slack without the headache of building and testing HubSpot workflows.

Let's walk you though on how to setup Sidekick for logging your team’s meeting notifications and giving options to update important properties from the Slack message.

Step 1: Install the Sidekick Integration for HubSpot and Slack

Create an account on Sidekick and integrate both HubSpot and Slack

- Map your users so that Sidekick knows who the meeting owners are on Slack

- Navigate to Meeting Settings from the top right dropdown menu.

- Meeting settings is a pre-built workflow on Sidekick

Step 2: Create a Meeting Template

- Create a Slack template to include the HubSpot properties you want to show in Slack

- You can also define the Action buttons your slack users will see with each Meeting notification

- Save the meeting template

Step 3: Choose the Filters

- Let’s say you only want to send HubSpot meeting notifications on Slack for specific type of meetings

- Choose the Filter options and create filters on your HubSpot meeting properties

Step 4: Choose Destination

- Do you want the HubSpot meeting notifications to be sent to the Meeting Owner on Slack as a direct message? Or would you rather publish all the notifications in a specific Slack channel.

- Choose your preferred destination on Slack 

Step 5: Lead Time

•  Lead time can be used to set when you want the meeting notification to happen

• By default this setting is set at 0 minutes, which means that the Slack message will be sent 0 minutes before the meeting is scheduled to start

That’s it! Save your settings and wait for the next meeting notification to be sent to your Slack channel and update the properties.

Best Practices for Effective Meeting Activity Logging

To maximize the benefits of logging meeting activities on HubSpot through Slack, consider implementing the following best practices:

1. Consistent Formatting: Maintain consistency in how meeting activities are logged to ensure clarity and readability.

2. Timely Updates: Encourage team members to log meeting activities promptly to keep information up-to-date and actionable.

3. Tag Relevant Stakeholders: Use @mentions in Slack to tag relevant stakeholders when logging meeting activities, ensuring they're aware of updates or action items.

4. Regular Reviews: Schedule regular reviews of logged meeting activities to track progress, identify bottlenecks, and make necessary adjustments.

Conclusion

Using Sidekick to integrate HubSpot with Slack and log and update meeting activities is a game-changer for teams looking to streamline their workflow and enhance collaboration. By following the steps outlined in this guide and adopting best practices, you'll ensure that your team stays aligned, informed, and productive.

Ready to take your workflow to the next level? Start logging meeting activities on HubSpot through Slack today and watch your productivity soar!