HubSpot Slack Integration: Streamlining Your Marketing and Sales
Automation
How did we do business in the old days? An era predating computers and the internet, where all sales and marketing tasks had to be carried out manually. Now imagine a day at your business where no one uses a CRM tool like HubSpot or a messenger tool like Slack! It might feel like the 1960s, right? Just one day without your favorite CRM tool or communication app can send your entire office into chaos. This is a testament to the importance of both HubSpot and Slack in running a morning business.
Integrating HubSpot with your Slack will unlock a whole new level of efficiency for your business processes. You will be able to seamlessly push critical time sensitive tasks to Slack to ensure real-time visibility for your teams. The integration can empower proactive customer engagement, better sales processes and follow ups as well as enable data-driven decision-making.
What is HubSpot Slack Integration?
HubSpot is an all-in-one CRM software that provides businesses with the necessary tools and resources for marketing, sales, content management, and customer service. Slack is a messaging app for all forms of professional and organizational communication. The HubSpot Slack integration helps streamline workflows and enhances collaboration across teams.
If you’re wondering how to integrate HubSpot with Slack, well, there are a couple of ways to do it. You can either do it directly from HubSpot App Marketplace or via a third party tool like Zapier. Or you can deploy a tool like Sidekick, specifically designed for integrating HubSpot and Slack.
How To Natively Integrate HubSpot With Your Slack
If you choose to integrate HubSpot and Slack manually, you need to head over to the HubSpot app and work out the instructions as follows:
Go to ‘Settings’ on HubSpot
Click on ‘Integrations’
Search and find Slack on ‘Connect An App’
View the Integration
Connect To Slack
Authorize the integration
You also need to verify the following to ensure your HubSpot and Slack integration functions smoothly.
You must have App Marketplace Permissions or Super Admin status on the HubSpot account.
Your organization’s HubSpot and Slack emails must align.
You must be an administrator on your organization’s Slack channel as well.
If you have different emails for your HubSpot and Slack accounts, manually map the alternate email addresses on the respective platforms.
HubSpot and Slack Integration Via Zapier
Zapier is an excellent workflow automation platform that integrates any of your web applications, including HubSpot and Slack. The process becomes easier than ever if you already have Zapier on your system.
The first step to using Zapier for Slack and HubSpot integration is to create a Zap. A Zap is essentially a workflow that connects two or more apps and automates a specific task or process. Here's how to create one:
Log in to your Zapier account and click on the "Make a Zap" button.
Choose HubSpot as your trigger app and select the trigger you want to use. For example, you can choose to trigger a new contact or deal in HubSpot.
Connect your HubSpot account to Zapier by following the prompts.
Choose Slack as your action app and select the action you want to take. For example, you can choose to send messages to a specific channel on Slack.
Connect your Slack account to Zapier by following the instructions given.
You can further customize your Zap by setting up additional filters or conditions that you want to apply.
Turn on your Zap and start automating your workflow.
Things You Can Do With HubSpot Slack Integration
The HubSpot Slack integration can go a long way in easing the burden of your daily workload. As per the HubSpot Slack integration playbook, you can:
Streamline workflows
One of the primary benefits of this integration is streamlining marketing and sales workflows.
When independently used, HubSpot can seamlessly manage your lead generation, sales lead qualifications, social media, content marketing, and more. And Slack can be used to communicate with the larger team. However, constant tool-hopping to Slack to convey the HubSpot updates at every step can waste your team’s valuable time.
By integrating HubSpot with Slack, you can receive real-time notifications and updates from HubSpot directly within the Slack app. This allows your team members to concentrate on essential tasks without interruption. At the same time, they stay up-to-date on everything that’s going on at the company’s HubSpot account.
Improve collaboration
Think how much faster you can respond to hot leads if you get direct alerts for these on your Slack. With this integration, your HubSpot action items are automatically flagged and sent your team’s way within an instant.
Gain better visibility
By receiving Slack updates in real-time, you can see how your campaigns on HubSpot are performing. This will help you make data-driven decisions. You can even connect notes associated with a lead or company record in HubSpot to Slack.
You can also sync live chat data from HubSpot channels directly onto Slack. Monitor your sales communications or customer engagements whenever you need.
Save time
The integration between these two tools can help save your time in more ways than one. Communicate to users on HubSpot via Slack and vice-versa, saving tons of precious time. Send messages to specific Slack channels from HubSpot itself to share important updates, such as when a contact is added to a list.
And perhaps the coolest of all, you can dig up data from contact records on HubSpot by simply using slash commands in Slack.
Increase Productivity
Your sales staff can now be alerted whenever any new deal, company or contact happens on HubSpot. At the same time, they can associate tasks created on Slack with a contact, deal or company on HubSpot.
This will inevitably upgrade your lead response times, customer communication and sales, boosting overall productivity.
Limitations of Native HubSpot Slack Integration
The native Hubspot and Slack integration offers many benefits, but with certain limitations. Here are few things you wish you could do with this integration, but you cannot:
Update Data on HubSpot from Slack
While you are able to see and analyze data from HubSpot on Slack, you cannot update any data. Any message coming from HubSpot onto your Slack can only have ‘View in Hubspot’ as the default Call To Action. This puts major limitations to what you can do with the integration.
The primary use of Hubspot Slack integration is thus as a Notification system.
Missing Reports
While HubSpot Reports is a fantastic tool, it can be extremely complicated for a new user to work with. And given the way reports are structured, it can get super crowded — making it difficult for anyone to find the right report easily.
As of now, the HubSpot Slack integration does not allow in any way to share reports on Slack. We’ve seen HubSpot users struggling to find the right reports from amongst dozens.
Keeping this problem in mind, we have built a Snapshot feature on Sidekick. It sends a summary of your most important reports to your preferred Slack channel, at regular intervals.
Signals to Help Focus Marketing Efforts
Imagine you’re running an Account Based Marketing strategy. You find out that a target persona from your Target Account has visited your website a few times. They might have even opened your last marketing email more than once. Classic telltale signs of a person interested in learning more about your offering.
Picking up on such proactive signals can help a small team double down on leads who seem to be most interested. Sidekick can do this for you. It will keep an eye on your HubSpot, and alert you on Slack when your prospects show an intent to purchase! It will not only save time, but also help increase the pipeline and projected revenue.
Prepare Your Sales & Marketing For The Long Haul
The HubSpot Slack integration offers many benefits, and we’re all for it. But there are some limitations that can dampen your sales and marketing efforts in the long run. This is where Sidekick comes in handy. It offers you an easy, seamless workaround to take your productivity to the next level.
Specifically built for HubSpot Slack integration, Sidekick can save around 60 person hours in a month with automation. The biggest edge is that Sidekick allows for data to be sent back to HubSpot from Slack.
This means that a bunch of time-consuming tasks that salespeople have to do by logging into HubSpot, can now be done directly from Slack. Sidekick will ‘ask’ the sales people on Slack when something needs to be updated, along with possible data inputs. The sales reps can then update the properties from Slack itself.
This is not possible with the native integration or even Zapier. They tend to restrict the HubSpot Slack integration to a mere notification system.
With Sidekick, you can optimize your team's workflows and boost efficiency. With hundreds of pre-built use case templates to choose from, you can also accelerate your sales outreach. For instance, with the new lead assignment template, Sidekick alerts the right people on Slack whenever a new lead comes in on HubSpot, be it from a Form Submission or through LinkedIn Ads. You can then update contact properties and other details for that lead directly from Slack.
The Future of CRM
Don’t get us wrong! We absolutely love a CRM like HubSpot, and strongly believe most marketing endeavors today are incomplete without it. At the same time, we can ascertain that HubSpot’s usability and value will skyrocket if there was some additional intelligence built over it. Combine it with the ‘real-time’ feature of a communication platform like Slack, and your team is all set to ace sales and marketing! Imagine the speed and efficiency your team can have with a HubSpot, Sidekick and Slack integration.
If you think you have explored almost everything HubSpot has to offer, trust us, Sidekick will kick open new doors you never thought existed. If this interests you, please reach out. We’d love to demo it for you and help your team get setup on it!
HubSpot Slack Integration: Streamlining Your Marketing and Sales
Automation
How did we do business in the old days? An era predating computers and the internet, where all sales and marketing tasks had to be carried out manually. Now imagine a day at your business where no one uses a CRM tool like HubSpot or a messenger tool like Slack! It might feel like the 1960s, right? Just one day without your favorite CRM tool or communication app can send your entire office into chaos. This is a testament to the importance of both HubSpot and Slack in running a morning business.
Integrating HubSpot with your Slack will unlock a whole new level of efficiency for your business processes. You will be able to seamlessly push critical time sensitive tasks to Slack to ensure real-time visibility for your teams. The integration can empower proactive customer engagement, better sales processes and follow ups as well as enable data-driven decision-making.
What is HubSpot Slack Integration?
HubSpot is an all-in-one CRM software that provides businesses with the necessary tools and resources for marketing, sales, content management, and customer service. Slack is a messaging app for all forms of professional and organizational communication. The HubSpot Slack integration helps streamline workflows and enhances collaboration across teams.
If you’re wondering how to integrate HubSpot with Slack, well, there are a couple of ways to do it. You can either do it directly from HubSpot App Marketplace or via a third party tool like Zapier. Or you can deploy a tool like Sidekick, specifically designed for integrating HubSpot and Slack.
How To Natively Integrate HubSpot With Your Slack
If you choose to integrate HubSpot and Slack manually, you need to head over to the HubSpot app and work out the instructions as follows:
Go to ‘Settings’ on HubSpot
Click on ‘Integrations’
Search and find Slack on ‘Connect An App’
View the Integration
Connect To Slack
Authorize the integration
You also need to verify the following to ensure your HubSpot and Slack integration functions smoothly.
You must have App Marketplace Permissions or Super Admin status on the HubSpot account.
Your organization’s HubSpot and Slack emails must align.
You must be an administrator on your organization’s Slack channel as well.
If you have different emails for your HubSpot and Slack accounts, manually map the alternate email addresses on the respective platforms.
HubSpot and Slack Integration Via Zapier
Zapier is an excellent workflow automation platform that integrates any of your web applications, including HubSpot and Slack. The process becomes easier than ever if you already have Zapier on your system.
The first step to using Zapier for Slack and HubSpot integration is to create a Zap. A Zap is essentially a workflow that connects two or more apps and automates a specific task or process. Here's how to create one:
Log in to your Zapier account and click on the "Make a Zap" button.
Choose HubSpot as your trigger app and select the trigger you want to use. For example, you can choose to trigger a new contact or deal in HubSpot.
Connect your HubSpot account to Zapier by following the prompts.
Choose Slack as your action app and select the action you want to take. For example, you can choose to send messages to a specific channel on Slack.
Connect your Slack account to Zapier by following the instructions given.
You can further customize your Zap by setting up additional filters or conditions that you want to apply.
Turn on your Zap and start automating your workflow.
Things You Can Do With HubSpot Slack Integration
The HubSpot Slack integration can go a long way in easing the burden of your daily workload. As per the HubSpot Slack integration playbook, you can:
Streamline workflows
One of the primary benefits of this integration is streamlining marketing and sales workflows.
When independently used, HubSpot can seamlessly manage your lead generation, sales lead qualifications, social media, content marketing, and more. And Slack can be used to communicate with the larger team. However, constant tool-hopping to Slack to convey the HubSpot updates at every step can waste your team’s valuable time.
By integrating HubSpot with Slack, you can receive real-time notifications and updates from HubSpot directly within the Slack app. This allows your team members to concentrate on essential tasks without interruption. At the same time, they stay up-to-date on everything that’s going on at the company’s HubSpot account.
Improve collaboration
Think how much faster you can respond to hot leads if you get direct alerts for these on your Slack. With this integration, your HubSpot action items are automatically flagged and sent your team’s way within an instant.
Gain better visibility
By receiving Slack updates in real-time, you can see how your campaigns on HubSpot are performing. This will help you make data-driven decisions. You can even connect notes associated with a lead or company record in HubSpot to Slack.
You can also sync live chat data from HubSpot channels directly onto Slack. Monitor your sales communications or customer engagements whenever you need.
Save time
The integration between these two tools can help save your time in more ways than one. Communicate to users on HubSpot via Slack and vice-versa, saving tons of precious time. Send messages to specific Slack channels from HubSpot itself to share important updates, such as when a contact is added to a list.
And perhaps the coolest of all, you can dig up data from contact records on HubSpot by simply using slash commands in Slack.
Increase Productivity
Your sales staff can now be alerted whenever any new deal, company or contact happens on HubSpot. At the same time, they can associate tasks created on Slack with a contact, deal or company on HubSpot.
This will inevitably upgrade your lead response times, customer communication and sales, boosting overall productivity.
Limitations of Native HubSpot Slack Integration
The native Hubspot and Slack integration offers many benefits, but with certain limitations. Here are few things you wish you could do with this integration, but you cannot:
Update Data on HubSpot from Slack
While you are able to see and analyze data from HubSpot on Slack, you cannot update any data. Any message coming from HubSpot onto your Slack can only have ‘View in Hubspot’ as the default Call To Action. This puts major limitations to what you can do with the integration.
The primary use of Hubspot Slack integration is thus as a Notification system.
Missing Reports
While HubSpot Reports is a fantastic tool, it can be extremely complicated for a new user to work with. And given the way reports are structured, it can get super crowded — making it difficult for anyone to find the right report easily.
As of now, the HubSpot Slack integration does not allow in any way to share reports on Slack. We’ve seen HubSpot users struggling to find the right reports from amongst dozens.
Keeping this problem in mind, we have built a Snapshot feature on Sidekick. It sends a summary of your most important reports to your preferred Slack channel, at regular intervals.
Signals to Help Focus Marketing Efforts
Imagine you’re running an Account Based Marketing strategy. You find out that a target persona from your Target Account has visited your website a few times. They might have even opened your last marketing email more than once. Classic telltale signs of a person interested in learning more about your offering.
Picking up on such proactive signals can help a small team double down on leads who seem to be most interested. Sidekick can do this for you. It will keep an eye on your HubSpot, and alert you on Slack when your prospects show an intent to purchase! It will not only save time, but also help increase the pipeline and projected revenue.
Prepare Your Sales & Marketing For The Long Haul
The HubSpot Slack integration offers many benefits, and we’re all for it. But there are some limitations that can dampen your sales and marketing efforts in the long run. This is where Sidekick comes in handy. It offers you an easy, seamless workaround to take your productivity to the next level.
Specifically built for HubSpot Slack integration, Sidekick can save around 60 person hours in a month with automation. The biggest edge is that Sidekick allows for data to be sent back to HubSpot from Slack.
This means that a bunch of time-consuming tasks that salespeople have to do by logging into HubSpot, can now be done directly from Slack. Sidekick will ‘ask’ the sales people on Slack when something needs to be updated, along with possible data inputs. The sales reps can then update the properties from Slack itself.
This is not possible with the native integration or even Zapier. They tend to restrict the HubSpot Slack integration to a mere notification system.
With Sidekick, you can optimize your team's workflows and boost efficiency. With hundreds of pre-built use case templates to choose from, you can also accelerate your sales outreach. For instance, with the new lead assignment template, Sidekick alerts the right people on Slack whenever a new lead comes in on HubSpot, be it from a Form Submission or through LinkedIn Ads. You can then update contact properties and other details for that lead directly from Slack.
The Future of CRM
Don’t get us wrong! We absolutely love a CRM like HubSpot, and strongly believe most marketing endeavors today are incomplete without it. At the same time, we can ascertain that HubSpot’s usability and value will skyrocket if there was some additional intelligence built over it. Combine it with the ‘real-time’ feature of a communication platform like Slack, and your team is all set to ace sales and marketing! Imagine the speed and efficiency your team can have with a HubSpot, Sidekick and Slack integration.
If you think you have explored almost everything HubSpot has to offer, trust us, Sidekick will kick open new doors you never thought existed. If this interests you, please reach out. We’d love to demo it for you and help your team get setup on it!
HubSpot Slack Integration: Streamlining Your Marketing and Sales
Automation
How did we do business in the old days? An era predating computers and the internet, where all sales and marketing tasks had to be carried out manually. Now imagine a day at your business where no one uses a CRM tool like HubSpot or a messenger tool like Slack! It might feel like the 1960s, right? Just one day without your favorite CRM tool or communication app can send your entire office into chaos. This is a testament to the importance of both HubSpot and Slack in running a morning business.
Integrating HubSpot with your Slack will unlock a whole new level of efficiency for your business processes. You will be able to seamlessly push critical time sensitive tasks to Slack to ensure real-time visibility for your teams. The integration can empower proactive customer engagement, better sales processes and follow ups as well as enable data-driven decision-making.
What is HubSpot Slack Integration?
HubSpot is an all-in-one CRM software that provides businesses with the necessary tools and resources for marketing, sales, content management, and customer service. Slack is a messaging app for all forms of professional and organizational communication. The HubSpot Slack integration helps streamline workflows and enhances collaboration across teams.
If you’re wondering how to integrate HubSpot with Slack, well, there are a couple of ways to do it. You can either do it directly from HubSpot App Marketplace or via a third party tool like Zapier. Or you can deploy a tool like Sidekick, specifically designed for integrating HubSpot and Slack.
How To Natively Integrate HubSpot With Your Slack
If you choose to integrate HubSpot and Slack manually, you need to head over to the HubSpot app and work out the instructions as follows:
Go to ‘Settings’ on HubSpot
Click on ‘Integrations’
Search and find Slack on ‘Connect An App’
View the Integration
Connect To Slack
Authorize the integration
You also need to verify the following to ensure your HubSpot and Slack integration functions smoothly.
You must have App Marketplace Permissions or Super Admin status on the HubSpot account.
Your organization’s HubSpot and Slack emails must align.
You must be an administrator on your organization’s Slack channel as well.
If you have different emails for your HubSpot and Slack accounts, manually map the alternate email addresses on the respective platforms.
HubSpot and Slack Integration Via Zapier
Zapier is an excellent workflow automation platform that integrates any of your web applications, including HubSpot and Slack. The process becomes easier than ever if you already have Zapier on your system.
The first step to using Zapier for Slack and HubSpot integration is to create a Zap. A Zap is essentially a workflow that connects two or more apps and automates a specific task or process. Here's how to create one:
Log in to your Zapier account and click on the "Make a Zap" button.
Choose HubSpot as your trigger app and select the trigger you want to use. For example, you can choose to trigger a new contact or deal in HubSpot.
Connect your HubSpot account to Zapier by following the prompts.
Choose Slack as your action app and select the action you want to take. For example, you can choose to send messages to a specific channel on Slack.
Connect your Slack account to Zapier by following the instructions given.
You can further customize your Zap by setting up additional filters or conditions that you want to apply.
Turn on your Zap and start automating your workflow.
Things You Can Do With HubSpot Slack Integration
The HubSpot Slack integration can go a long way in easing the burden of your daily workload. As per the HubSpot Slack integration playbook, you can:
Streamline workflows
One of the primary benefits of this integration is streamlining marketing and sales workflows.
When independently used, HubSpot can seamlessly manage your lead generation, sales lead qualifications, social media, content marketing, and more. And Slack can be used to communicate with the larger team. However, constant tool-hopping to Slack to convey the HubSpot updates at every step can waste your team’s valuable time.
By integrating HubSpot with Slack, you can receive real-time notifications and updates from HubSpot directly within the Slack app. This allows your team members to concentrate on essential tasks without interruption. At the same time, they stay up-to-date on everything that’s going on at the company’s HubSpot account.
Improve collaboration
Think how much faster you can respond to hot leads if you get direct alerts for these on your Slack. With this integration, your HubSpot action items are automatically flagged and sent your team’s way within an instant.
Gain better visibility
By receiving Slack updates in real-time, you can see how your campaigns on HubSpot are performing. This will help you make data-driven decisions. You can even connect notes associated with a lead or company record in HubSpot to Slack.
You can also sync live chat data from HubSpot channels directly onto Slack. Monitor your sales communications or customer engagements whenever you need.
Save time
The integration between these two tools can help save your time in more ways than one. Communicate to users on HubSpot via Slack and vice-versa, saving tons of precious time. Send messages to specific Slack channels from HubSpot itself to share important updates, such as when a contact is added to a list.
And perhaps the coolest of all, you can dig up data from contact records on HubSpot by simply using slash commands in Slack.
Increase Productivity
Your sales staff can now be alerted whenever any new deal, company or contact happens on HubSpot. At the same time, they can associate tasks created on Slack with a contact, deal or company on HubSpot.
This will inevitably upgrade your lead response times, customer communication and sales, boosting overall productivity.
Limitations of Native HubSpot Slack Integration
The native Hubspot and Slack integration offers many benefits, but with certain limitations. Here are few things you wish you could do with this integration, but you cannot:
Update Data on HubSpot from Slack
While you are able to see and analyze data from HubSpot on Slack, you cannot update any data. Any message coming from HubSpot onto your Slack can only have ‘View in Hubspot’ as the default Call To Action. This puts major limitations to what you can do with the integration.
The primary use of Hubspot Slack integration is thus as a Notification system.
Missing Reports
While HubSpot Reports is a fantastic tool, it can be extremely complicated for a new user to work with. And given the way reports are structured, it can get super crowded — making it difficult for anyone to find the right report easily.
As of now, the HubSpot Slack integration does not allow in any way to share reports on Slack. We’ve seen HubSpot users struggling to find the right reports from amongst dozens.
Keeping this problem in mind, we have built a Snapshot feature on Sidekick. It sends a summary of your most important reports to your preferred Slack channel, at regular intervals.
Signals to Help Focus Marketing Efforts
Imagine you’re running an Account Based Marketing strategy. You find out that a target persona from your Target Account has visited your website a few times. They might have even opened your last marketing email more than once. Classic telltale signs of a person interested in learning more about your offering.
Picking up on such proactive signals can help a small team double down on leads who seem to be most interested. Sidekick can do this for you. It will keep an eye on your HubSpot, and alert you on Slack when your prospects show an intent to purchase! It will not only save time, but also help increase the pipeline and projected revenue.
Prepare Your Sales & Marketing For The Long Haul
The HubSpot Slack integration offers many benefits, and we’re all for it. But there are some limitations that can dampen your sales and marketing efforts in the long run. This is where Sidekick comes in handy. It offers you an easy, seamless workaround to take your productivity to the next level.
Specifically built for HubSpot Slack integration, Sidekick can save around 60 person hours in a month with automation. The biggest edge is that Sidekick allows for data to be sent back to HubSpot from Slack.
This means that a bunch of time-consuming tasks that salespeople have to do by logging into HubSpot, can now be done directly from Slack. Sidekick will ‘ask’ the sales people on Slack when something needs to be updated, along with possible data inputs. The sales reps can then update the properties from Slack itself.
This is not possible with the native integration or even Zapier. They tend to restrict the HubSpot Slack integration to a mere notification system.
With Sidekick, you can optimize your team's workflows and boost efficiency. With hundreds of pre-built use case templates to choose from, you can also accelerate your sales outreach. For instance, with the new lead assignment template, Sidekick alerts the right people on Slack whenever a new lead comes in on HubSpot, be it from a Form Submission or through LinkedIn Ads. You can then update contact properties and other details for that lead directly from Slack.
The Future of CRM
Don’t get us wrong! We absolutely love a CRM like HubSpot, and strongly believe most marketing endeavors today are incomplete without it. At the same time, we can ascertain that HubSpot’s usability and value will skyrocket if there was some additional intelligence built over it. Combine it with the ‘real-time’ feature of a communication platform like Slack, and your team is all set to ace sales and marketing! Imagine the speed and efficiency your team can have with a HubSpot, Sidekick and Slack integration.
If you think you have explored almost everything HubSpot has to offer, trust us, Sidekick will kick open new doors you never thought existed. If this interests you, please reach out. We’d love to demo it for you and help your team get setup on it!
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