As companies strive to streamline their operations and enhance productivity, integrating various tools and platforms has become essential. Two such indispensable tools are HubSpot and Slack. HubSpot, renowned for its comprehensive CRM and marketing automation capabilities, and Slack, the ubiquitous communication platform, have revolutionized how businesses operate.

One area where the integration of these two platforms can significantly enhance efficiency is in managing deals within HubSpot. Deals are the lifeblood of sales teams, representing potential revenue opportunities. However, keeping deal information up-to-date can be time-consuming and prone to errors if not managed effectively. This is where leveraging Slack to update deal properties in HubSpot comes into play.

There are a few areas where integrating your HubSpot with Slack using a tool like Sidekick can benefit. You can use Sidekick to:

1. Automate Deal Channel Creation

2. Push Call and Meetings logged with Deals to a Slack channel

3. Associate multiple deals with a single channel

   
   

Let’s dive into the use cases one by one. 

Automating Slack Channel Creation for HubSpot Deals

Having a Slack channel associated with a specific deal on HubSpot can be very beneficial for collaborating on deals with the larger team. With HubSpot’s native integration, you need to manually associate a deal on HubSpot to a Slack channel.

Using an integration tool like Sidekick can be beneficial in cases where you want to automate Slack channel creation and association with a HubSpot deal. With a pre-built workflow on Sidekick, Deal Channel Creation, all you have to do is turn on the workflow and add your settings.

A Case for Filters

One counter point a lot of HubSpot power users feel is that having a new channel for each new deal might result in a lot of channels. And we have seen this first hand, this can quickly get out of hand. Which is why Deal Channel workflow on Sidekick has a ‘Filters’ option where you can choose to create deals only for some types. One filter type could be on the Deal Amount, so that a new channel is created for deals that are high value and you would like to involve the leadership team.

Or say you want to create a deal channel on Slack for only deals that involve a specific product, as long as there is a Deal Property, you can apply a filter using that property and ensure only specific types of deal channels are created.

Deal Properties on Slack Channel Description

Adding more context to the deal channel on Slack is always helpful. When you turn on the Deal Channel settings on Sidekick, you have an option to set the channel description. This description can include property values from HubSpot so you have deal details always handy. Deal Amount, Company and Close Date are some of the most common property values that Sidekick users add to the channel description.

Auto-add Deal Owners to Slack Channel

Who all should be added to the deal channel? Well, a simple question that can result in a lot of manual work. But when you enable deal channel settings from Sidekick, you can simply add a list of owner type properties and the corresponding team members of Slack will get added to the deal channel. Say you always want the Deal Owner, Contact Owner and Solutions Consultant (all owner type properties on HubSpot) to be a part of the Deal Channel, just add these properties, and let Sidekick do the rest!

Two Way Engagement

Adding notes is probably the most underrated feature that is used on HubSpot. It is the only piece of contextual information that is specific to your business, product, market and your conversations with your prospects.

Want to publish Call logs and Notes to your deal channel? Simple, just toggle on the options for Engagements in the Deal Channel settings. When a team member adds a note to the deal or logs a call, Sidekick will publish the note or call log to the respective Slack channel.

To make adding notes easier, Sidekick offers a Slash Command. Just type /notes in any of your deal channels. That will trigger a text box popup where any team member can add a note and Sidekick publishes it on HubSpot and associates it with the deal.

Associating Multiple Deals with a Single Slack Channel

We get it, adding one Slack channel per deal on HubSpot can get overwhelming, quickly. And that’s why we added an option to associate as many deals as you want, with one or more than one Slack channel.

Navigate to Deal Channel Mappings under the Settings tab in your profile drop down. This list auto populates if you have Deal Channel settings turned on. If you want to change any association, just click on the deal channel mapping Edit button and choose the deal or Slack channel you’d rather have.

Benefits of Using Slack to Update HubSpot Deal Properties

Now that you've set up the integration, let's explore the benefits it offers:

1. Real-Time Updates: With Sidekick, sales reps can swiftly update deal properties without having to navigate away from their primary communication tool. This real-time updating ensures that deal information remains accurate and up-to-date.

2. Improved Collaboration: By centralizing deal updates within Slack, teams can collaborate more effectively. Sales reps can notify relevant team members of deal progressions or changes instantly, facilitating better coordination and alignment.

3. Reduced Manual Effort: Automating the process of updating deal properties minimizes the need for manual data entry, freeing up valuable time for sales teams to focus on revenue-generating activities.

4. Enhanced Visibility: Slack notifications provide visibility into deal updates for all relevant stakeholders. This transparency brings about a sense of accountability and enables managers to track deal progress more effectively.

5. Customization and Scalability: The integration between HubSpot and Slack using Sidekick offers flexibility in customizing workflows to suit your organization's specific needs. As your business grows, you can scale and adapt the integration accordingly.

Integrating HubSpot with Slack to manage your deal pipeline is a powerful yet underutilized automation. Sidekick makes it super easy to set up deal channel workflows so your sales team can stay focused on what they do best – closing deals and driving revenue. Not worrying about data administration on your HubSpot CRM.