Automate HubSpot Contact Creation and Slack Notifications with Pabbly Connect

Learn how to automate HubSpot contact creation and Slack notifications using Pabbly Connect. Follow this step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating HubSpot contacts and sending notifications to Slack, first, you need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect homepage by entering the URL Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the sign-up button to create your account. Existing users can log in directly. After signing in, you will be directed to the Pabbly Connect dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the Create Workflow button, and a dialog box will appear asking you to name your workflow. Enter a descriptive name like Create HubSpot Contact and Send Notification on Slack for Webhook Response.

• Select a folder to save your workflow, such as Lead Management.
• Click on the Create button to proceed.

You will now see a blank workflow interface where you can set up your trigger and action steps. Remember, triggers are events that start the workflow, and actions are the tasks that follow. In this case, you will set up a webhook as the trigger and HubSpot and Slack as the actions.

3. Setting Up the Trigger with Webhook

The next step is to configure the trigger. Select Webhook as your trigger application. This will allow Pabbly Connect to capture responses from your lead generation forms. Choose the trigger event as Webhook Preferred.

Once selected, you will receive a unique webhook URL. Copy this URL and navigate to the form builder application you are using to collect leads. Here’s how:

• Find the webhook option in your form builder’s settings.
• Paste the copied webhook URL and save the settings.

After saving, return to Pabbly Connect, where it will show that it is waiting for a webhook response. This means you are ready to test the integration.

4. Testing the Integration and Creating HubSpot Contact

To test the webhook, submit a test entry through your lead generation form. Once the form is submitted, Pabbly Connect will capture the response. You should see the lead details displayed on your Pabbly Connect dashboard.

Now, proceed to set up the action step to create a contact in HubSpot CRM. Select HubSpot as the action application and choose Create Contact as the action event. Connect your HubSpot account when prompted, and grant the necessary permissions.

Map the lead details from the webhook response to the corresponding fields in HubSpot. Click on Save and Send Test Request to verify that the contact is created successfully.

Check your HubSpot account to confirm that the new contact has been added with the correct details. This verifies that the integration between Pabbly Connect and HubSpot is functioning as intended.

5. Sending Notifications to Slack

With the HubSpot contact successfully created, the final step is to notify your team on Slack. Select Slack as the second action application. Choose Send Channel Message as the action event.

Connect your Slack account to Pabbly Connect, and select the channel where you want to send notifications. Compose your message, including dynamic details such as the lead’s name and email by mapping these fields from the previous steps. For example, you might write:

‘New lead alert: Name – {{name}}, Email – {{email}}’ Set a bot name for the messages to identify the source.

Click on Save and Send Test Request to test the notification. Check your Slack channel to confirm that the message has been sent successfully. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, you learned how to automate the process of creating HubSpot contacts and sending notifications to Slack using Pabbly Connect. By following these steps, you can streamline your lead management process effectively and efficiently.