HubSpot and Slack, ready to switch on
Every new deal and stage change shows up in the Slack channel you choose, deal owners get a direct message when something needs them, and won deals get their own post. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| New deal to the channel | HubSpot to Slack | Within seconds | One post per deal with the name, amount, stage and owner, in the channel you choose |
| Stage change | HubSpot to Slack | Within seconds | You choose which stages; each goes into the deal's thread so the channel stays readable |
| Won deal | HubSpot to Slack | Within seconds | A separate post in the channel you pick for wins, with the amount and the owner |
| Overdue task to its owner | HubSpot to Slack | Daily at 09:00, your time zone | A direct message to the task owner |
| Duplicate check | HubSpot to Slack | Every event | One deal is one thread, never a second post for the same change |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the HubSpot private app token and the Slack bot tokenEach has a short guide. About nine minutes. If one doesn't work, a person joins the chat.
- Move one test dealA minute or two. Change the stage of a test deal in HubSpot and watch the post appear in Slack. From then on we watch it for you.
When HubSpot or Slack changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Channel or direct messages?
Both. New deals and stage changes go to a channel, overdue tasks go to the owner personally. You pick the channels while connecting.
Can we reply to the deal from Slack?
Not in this version. Slack is where you see and discuss; changes are made in HubSpot. If you want replies from the thread saved to the deal, describe it and we'll price it.
Which HubSpot plan does this need?
Any plan that lets you create a private app, and that includes the free CRM. There's nothing to install from the marketplace; you create the token in your own account.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.
