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 we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all HubSpot integrations · all Slack integrations
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 |
How to set up HubSpot and Slack
A few minutes of your time, then it's ours.
- Choose HubSpot and SlackPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the HubSpot private app token and the Slack bot token
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
- Slack bot token: open api.slack.com/apps and create an app from scratch in your workspace. Full Slack guide
Each screen carries the full guide with the exact menu names, about nine minutes for both. - We check both keysEach key is checked against HubSpot's and Slack's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Move one test deal, then we switch it onA minute or two. Change the stage of a test deal in HubSpot and watch the post appear in Slack. A person checks the setup and switches it on, within a working day.
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, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect HubSpot and Slack
Two ways people connect these two, and what each one asks of you.
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.
Can HubSpot integrate with Slack?
Yes. Every new deal and the stage changes you choose are posted to the Slack channel you pick, won deals get a post of their own, and the owner of an overdue task gets a direct message each morning. You paste a HubSpot private app token and a Slack bot token; nothing is installed from either marketplace. $39 a month.
Which CRM integrates with Slack?
Any CRM on this list with a Slack pair. Ready-made on Dovetly, Slack pairs with HubSpot, Stripe, monday.com, ClickUp, Trello, Notion, Shopify, ActiveCampaign, Pipedrive, Jira, Intercom, Asana, Airtable, Google Sheets, WhatsApp and Discord. Each pair posts into a channel you choose and keeps one thread per record. If your CRM isn't there, describe it and a person replies with a price within a working day.
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 within a working day and build into the same account.